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@treno.solutions/finance-mcp

v0.1.2

Published

MCP Server for Treno Finance — AI assistants access your portfolios, accounts, and risk catalogue

Vulnerabilities

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Links

Maintainers

bndammbndamm

Keywords

mcpmodel-context-protocolfinanceportfoliotrenoai

Readme

@treno.solutions/finance-mcp

MCP Server for Treno Finance — exposes portfolio data, investment analytics, risk catalogue, and account management tools to AI assistants (Claude Desktop, Cursor, etc.).

Installation

npx @treno.solutions/finance-mcp

Or install globally:

npm install -g @treno.solutions/finance-mcp
finance-mcp

Configuration

Add to your MCP client configuration (e.g. Cursor, Claude Desktop, Antigravity):

{
  "mcpServers": {
    "treno-finance": {
      "command": "npx",
      "args": ["-y", "@treno.solutions/finance-mcp"],
      "env": {
        "TRENO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Environment Variables

| Variable | Required | Description | |---|---|---| | TRENO_API_KEY | Yes | Your Treno Finance API key (get one here) | | TRENO_API_URL | No | API base URL (default: https://app.treno.finance/api) |

Available Tools

| Tool | Description | |---|---| | list_portfolios | List all portfolios with accounts and tags | | get_portfolio_positions | Get current holdings with live prices | | get_portfolio_transactions | Get transactions with pagination and filters | | get_portfolio_performance | Get performance report with metrics and benchmarks | | get_portfolio_value_history | Get historical value time series | | get_portfolio_capital_flows | Get capital flow analysis | | list_accounts | List all asset accounts (wallets, virtual accounts) | | get_account | Get details for a specific account | | get_risk_catalogue | List risks with filters (PRO/ENTERPRISE) | | get_risk_catalogue_indicators | List risk indicators (PRO/ENTERPRISE) | | get_risk_catalogue_measures | List mitigation measures (PRO/ENTERPRISE) | | search_risk_catalogue | Free-text search across risks (PRO/ENTERPRISE) | | get_risk_catalogue_risk_detail | Get one risk with indicators and measures (PRO/ENTERPRISE) |

SDK

This package uses @treno.solutions/finance-sdk under the hood.

License

MIT