Satsuj1n

Satsuj1n / xp-mcp

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Local-first, read-only MCP server to talk to your XP Investimentos portfolio through Claude Desktop. TypeScript + SQLite. Zero scraping, zero credentials.

github.comSatsuj1nxp-mcp#demo anthropic brazil claude claude-desktop fintech
10
1
89% credibility
Found May 20, 2026 at 10 stars -- GitGems finds repos before they trend. Get early access to the next one.
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AI Analysis
TypeScript
AI Summary

xp-mcp is a privacy-focused tool that lets you chat with Claude Desktop about your XP Investimentos portfolio. You export your official portfolio reports from XP (PDF or CSV), import them into the tool, and then ask your AI assistant natural questions like 'show me all my positions,' 'am I too heavy in bonds?', or 'which CDBs mature next year?' The tool stores everything locally on your computer, makes no internet calls, and cannot place orders — it's read-only by design. It also helps you compare your current allocation against a target you've set and suggests specific buy/sell amounts to rebalance.

How It Works

1
💡 You want to understand your investments better

You've been investing through XP Investimentos but the app can't answer questions like 'am I too heavy in bonds?' or 'which CDBs mature soon?'

2
🔌 You connect the tool to your assistant

You add a simple line to your Claude Desktop settings so it can access your investment data — no passwords or logins needed.

3
📄 You export your portfolio from XP

From XP's website, you download your official portfolio report as a PDF or CSV — the same reports you've always had access to.

4
📥 You import your data with one click

You tell your assistant to read your exported file. It parses everything and stores it safely on your own computer — nothing goes to the internet.

5
You ask your questions
📊
Show me all my positions

See every stock, fund, CDB, and Treasury bond you own with current values

⚖️
Am I balanced?

Check if your allocation matches your goals and get specific buy/sell suggestions

📅
What matures in 2026?

Find out which fixed-income investments are coming due soon

✅ You finally understand your portfolio

No more guessing. Your assistant knows exactly what you own, how it's allocated, and what moves to consider — all from your own data, kept private on your machine.

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AI-Generated Review

What is xp-mcp?

xp-mcp is a local MCP server that lets you query your XP Investimentos portfolio through Claude Desktop. You export your positions as PDF or CSV from XP's platform, drop them into the tool, and Claude can then answer questions like "which CDBs mature in 2026?" or "am I overweight in Tesouro?" The server parses those exports, normalizes them into a local SQLite database, and exposes four tools: import PDF, import CSV, list positions, and calculate allocation drift. Built in TypeScript with zero outbound network calls.

Why is it gaining traction?

The privacy angle is the hook. Brazilian investors have been stuck choosing between handing credentials to third-party aggregators or manually tracking everything in spreadsheets. This flips that by keeping everything on your machine. The allocation drift tool is where it gets interesting -- you define a target allocation in JSON, and the tool tells you exactly how much to buy or sell per asset class to rebalance. The PDF parser handles XP's official XPerformance report, and the CSV parser auto-detects delimiters and fuzzy-matches column names across different export formats.

Who should use this?

Brazilian retail investors on XP Investimentos who want portfolio analysis without cloud dependencies. The allocation drift tool is specifically useful for anyone with a target allocation strategy who hates doing the math manually. If you already export your positions monthly and paste them into spreadsheets, this replaces that workflow.

Verdict

Solid concept, early execution. The architecture is clean and the read-only design is the right call for a personal finance tool. At 10 stars the project is still finding its audience, and some roadmap items (transactions, dividends, other brokers) are incomplete. The credibility score of 0.9% reflects that reality -- this is a one-person project with good fundamentals but limited community signal. Worth trying if you fit the use case, but check the issue tracker before relying on it for anything mission-critical.

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