• LISTING
  • SEARCH
  • ANALYSIS
  • HUMAN

How to find Brazilian financial datasets with your AI

Connect your agent to the CVM portal to pull regulatory data directly into your chat. It handles the searching and grouping so you don't have to click through the portal manually.

Ask AI about this page

Short answer

How can I find specific CVM datasets using my AI?

Your agent uses the CVM connector to browse dataset groups and search for specific regulatory files. You get a direct list of available data without leaving your AI client. This breakdown shows how the agent navigates the portal.

Data discovery outcomes

Where your findings land.

The agent organizes its findings into these specific outcomes.

LISTING

Available data groups

The agent identifies all available categories within the CVM portal. You get a clean list of data groups to choose from.

SEARCH

Targeted dataset hits

The agent finds specific files based on your keywords. You receive the exact datasets that match your financial query.

ANALYSIS

Ready for processing

Once the agent finds the data, it prepares the information for your next step. You can immediately ask your agent to analyze the contents.

HUMAN

Manual verification

The agent identifies if a specific dataset isn't found. You decide if you need to refine your search terms or look elsewhere.

The workflow

What your AI does when you ask for data.

The agent acts as a bridge between your chat and the CVM database.

  1. Explore categories

    The agent looks through the CVM portal to see what types of data are available. This helps narrow down where to look.

    list_groups

  2. Identify datasets

    The agent pulls a full list of all available datasets within the portal. This gives you a complete view of the data landscape.

    list_datasets

  3. Filter by keyword

    The agent searches for specific regulatory files using your exact terms. It ignores irrelevant files to save you time.

    search_datasets

  4. Refine the search

    If the initial search is too broad, the agent uses the group lists to drill down into specific regulatory sectors.

    list_groupssearch_datasets

Try it

Copy these to start.

Use these prompts to trigger the agent's search capabilities.

Starting points

These are starting points. Swap out the bracketed terms for the specific financial data you need.

CVM Dados Abertos Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_4lHd0DOb13y3CuPbEizLxUe9PmuBx9RYAA4cLdR6/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 — CVM Dados Abertos capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cvm-dados-abertos-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_4lHd0DOb13y3CuPbEizLxUe9PmuBx9RYAA4cLdR6/mcp"
    }
  }
}
Copy into chat04

  • List all the available data groups in the CVM portal.

  • Search for datasets related to [specific company name] in the CVM portal.

  • Show me all datasets within the [specific group name] group.

  • Find all available datasets related to [specific regulatory topic].

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect CVM Dados Abertos once, then ask.

Click the link to connect the MCP to your client. Your credentials stay encrypted, and you can start searching immediately.

Connect CVM Dados Abertos to your AI

FAQ

How this task behaves.

  • 01

    Can my AI download the files directly?

    No. The agent can find, list, and search for the datasets, but you must handle the actual file downloads yourself.

  • 02

    Can the AI change any data on the CVM portal?

    No. The agent only has read-only access to browse and search the portal. It cannot modify or delete any regulatory records.

  • 03

    Does the agent see all CVM data?

    The agent can see any dataset that is part of the Open Data (Dados Abertos) portal.

  • 04

    Can I use this to search for private company data?

    No. The agent is limited to the public regulatory datasets provided by the CVM portal.

  • 05

    Will the agent remember my previous searches?

    The agent's memory depends on your AI client's context window, not the connector itself.

  • More questions about CVM Dados Abertos? The Connector page answers them. See everything the CVM Dados Abertos Connector can do

Connect CVM Dados Abertos to Claude, Cursor, ChatGPT & more