Bring Capital Markets
to Windsurf
Learn how to connect CVM Dados Abertos to Windsurf and start using 6 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the CVM Dados Abertos MCP Server?
Connect your AI agent to the CVM (Comissão de Valores Mobiliários) Open Data portal and explore the Brazilian financial market through natural conversation.
What you can do
- Dataset Exploration — List all available datasets or search for specific topics like 'investment funds' or 'listed companies'.
- Deep Metadata Inspection — Fetch complete metadata for specific datasets, including update frequency, tags, and organizational ownership.
- Resource Access — Retrieve direct links and metadata for specific data resources (CSV, XML, or PDF files) within the portal.
- Organizational Mapping — List the CVM departments and thematic groups responsible for publishing specific sets of financial data.
- Market Research — Quickly find registration data (fi-cad) or daily reports (infodiario) without navigating complex web directories.
How it works
- Subscribe to this server
- Enter your CVM API Key (optional for public access, but recommended for higher limits)
- Start querying Brazilian financial data from Claude, Cursor, or any MCP client
Who is this for?
- Financial Analysts — instantly find the latest registration data for investment funds or corporate filings.
- Data Scientists — automate the discovery of CSV resources for financial modeling and market analysis.
- Compliance Officers — verify organizational data and thematic groupings for regulatory reporting.
Built-in capabilities (6)
Get complete metadata for a specific dataset
Get metadata for a specific resource
List all datasets available on the CVM portal
g., "Fundos de Investimento", "Companhias"). List thematic groups
g., CVM departments) that publish data on the portal. List organizations that publish data
Search for datasets matching specific criteria
Why Windsurf?
Windsurf's Cascade agent chains multiple CVM Dados Abertos tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 6 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
CVM Dados Abertos in Windsurf
CVM Dados Abertos and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect CVM Dados Abertos to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for CVM Dados Abertos in Windsurf
The CVM Dados Abertos MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
CVM Dados Abertos for Windsurf
Every tool call from Windsurf to the CVM Dados Abertos MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How can I find the most recent data for a specific investment fund?
Use the search_datasets tool with keywords like 'fundos' or 'fi-cad'. Once you identify the dataset, use get_dataset to list all available resources, which typically include the most recent CSV files.
Can I get the direct download link for a data file?
Yes! Use the get_resource tool with a specific Resource ID. The response will include the url field, which is the direct link to the raw data (e.g., a CSV file).
What are thematic groups in the CVM portal?
Thematic groups categorize datasets by market segment. Use list_groups to see categories like 'Fundos de Investimento', 'Companhias', and 'Auditores Independentes' to better navigate the available data.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
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