How to Use the CVM Dados Abertos MCP in Claude

Q: How do I install CVM Dados Abertos in Claude Desktop?

Open your claudedesktopconfig.json file from the Developer settings. Add the Vinkius MCP endpoint under the mcpServers key. Restart the app completely to see the hammer icon appear in your chat.

Query Brazilian capital markets data directly inside Claude Desktop. Stop downloading CSV files manually.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect CVM Dados Abertos MCP to Claude Desktop

Create your Vinkius account to connect CVM Dados Abertos to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup CVM Dados Abertos with Claude Desktop

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Query Brazilian data in Claude Desktop

Your agent needs raw numbers to analyze investment funds. Instead of making you hunt through the CVM portal, this MCP Server pulls metadata straight into your chat. Give it a ticker or fund name to start. The `search_datasets` tool hunts down specific financial reports based on your criteria. Once it finds a match, it grabs the exact file structure. You get immediate context on listed companies without opening a browser tab.

Map out CVM data structures

Navigating government portals takes hours of clicking around. This MCP integration lets you ask your AI client what information actually exists. It maps the entire taxonomy of the Brazilian Securities Commission. Using `list_groups`, you see thematic categories like Fundos de Investimento. Then you drill down. The `list_organizations` function shows exactly which department published the records.

Extract precise resource links

Knowing a dataset exists is only half the battle. You need the actual endpoints to feed your financial models. This toolset fetches the exact URLs and update frequencies. Calling `get_dataset` returns the complete metadata payload. If you need the specific file link, `get_resource` isolates that exact node. Your agent can then write a Python script to download the CSV directly.

Setup guide

Set up CVM Dados Abertos MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The CVM Dados Abertos MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the CVM Dados Abertos MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under cvm-dados-abertos-mcp.

json

{
  "mcpServers": {
    "cvm-dados-abertos-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CVM Dados Abertos. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect CVM Dados Abertos now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about CVM Dados Abertos MCP in Claude Desktop

Open your claude_desktop_config.json file from the Developer settings. Add the Vinkius MCP endpoint under the mcpServers key. Restart the app completely to see the hammer icon appear in your chat.

No. This integration fetches dataset metadata and resource links from the open data portal. It gives you the structure and URLs for historical reports, not real-time tick data.

You can locate any fund registered with the Brazilian Securities Commission. Ask your agent to search for mutual funds, FIIs, or fixed-income portfolios.

Speed. Your AI client searches the catalog and writes the data extraction code in one step. You skip the manual navigation and get right to the analysis.

Not at all. The connection only queries public metadata about investment funds and listed companies. Vinkius runs the request in an isolated sandbox, meaning your proprietary prompts stay completely local to your machine.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript