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Connect Portfolio CSV Analyzer to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Analyze massive trading histories without crashing your AI.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 1 capability

We ship only the actions that matter.

Capability set01 / 01

01

1 capability in this set.

Part of 1 available through papaparse.

  1. 01

    Parse portfolio csv

    This capability parses massive broker CSV exports locally using a streaming method. It prevents memory crashes by returning only the column schema and a small data sample to your AI client.

Real work

What teams actually run

01

P&L Calculation

Your agent uses the extracted schema to write scripts that calculate realized gains across thousands of trades.

02

Dividend Tracking

You identify specific dividend columns to summarize income over a specific period.

03

Data Cleaning

The MCP identifies separators and data types so you don't have to manually fix CSV formatting.

04

Portfolio Auditing

You verify the total number of transactions in a massive file without opening it in Excel.

Automate a task

Put papaparse to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

papaparse works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put papaparse to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

818ms average. Fast in production.

papaparse is checked daily against the live service.

Daily averagePeak 1003ms
Oct 11Today
Fastest day
658ms
Slowest day
1003ms
14-day trend
Slowing+51%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 1 capability arrives ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of papaparse, so you can see the experience inside your AI.

It does not authenticate your account with papaparse. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

papaparse Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — papaparse capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "portfolio-csv-analyzer-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UXTNF7rAXxtPhyKSsuqvjd7wl2jy9r8H1MHscdNL/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up papaparse in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work papaparse owners hand off.

This MCP is built for people managing large volumes of financial transaction data who need to interact with that data using AI.

  • 01

    Retail Traders

    Users who export history from brokers to analyze performance or tax liabilities.

  • 02

    Financial Analysts

    Professionals who need to quickly map out the structure of new datasets for scripting.

  • 03

    Data Scientists

    Users who want to hand off the initial data cleaning and schema mapping to an agent.

FAQ

Questions papaparse owners ask.

  • 01

    Will this MCP upload my financial data to the cloud?

    No. The parsing happens locally on your machine. Only the small schema and sample data are sent to your AI client.

  • 02

    Can I use this with large files that usually crash Claude?

    Yes. Because it uses a streaming parser, it can handle massive files without exhausting the context window or crashing the session.

  • 03

    Which brokers is this compatible with?

    It is designed to work with common broker exports like DEGIRO, XTB, and Interactive Brokers.

  • 04

    Do I need to format my CSV before using this?

    No. The MCP automatically detects column headers, separators, and data types for you.

  • 05

    How do I get started?

    You connect the MCP through the Vinkius catalog, which hosts and manages the connection for you.

  • 06

    Will it send my entire trading history to the AI?

    No! To protect your privacy and prevent context crashes, it only sends the column headers (the schema), the total row count, and a tiny 20-row sample to the AI.

  • 07

    What brokers does this work with?

    It works with ANY standard CSV file. Whether it's from DEGIRO, Interactive Brokers, Robinhood, or Trading212, this engine will parse the schema dynamically.

  • 08

    Can it calculate live market P&L?

    This specific capability focuses purely on parsing the historical CSV data local. For live market prices, a separate API MCP (like Yahoo Finance) would be needed.

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