@treno.solutions/finance-mcp

@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