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@treno.solutions/finance-mcp
@treno.solutions/finance-mcp/dist/server.js

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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