• DATA
  • SEARCH
  • FORMAT
  • HUMAN

How to retrieve financial data files with your AI

Connect to CVM Dados Abertos once. After that, your AI handles the searching and file locating for you.

Ask AI about this page

Short answer

How can I get direct download links for CVM data?

Tell your AI which dataset you need. It will find the right collection and grab the specific download links for the CSV, XML, or PDF files you want. You'll get the direct URLs to use immediately.

The results

What you get from this task

The AI does the heavy lifting of navigating the CVM registry.

DATA

Direct download links

The AI finds the exact URLs for CSV, XML, or PDF files. You skip the manual clicking through the CVM portal.

SEARCH

Dataset identification

Your agent scans the available CVM collections. It matches your request to the correct financial dataset.

FORMAT

Specific file types

You can request specific formats like XML or PDF. The AI filters the resources to match your technical needs.

HUMAN

Data analysis

The AI provides the links, but you decide which files to download and how to process the raw data.

The workflow

What your AI does when the request arrives.

The AI moves from a broad idea to a specific file link using two main actions.

  1. Locate the dataset

    The AI looks through the CVM registry to find the specific financial dataset you asked for.

    get_dataset

  2. Find the files

    Once the dataset is found, the AI looks inside it to find the individual files available.

    get_resource

  3. Extract download links

    The AI pulls the direct URLs for the CSV, XML, or PDF resources from the metadata.

    get_resource

  4. Deliver the links

    The AI presents the final download links in your chat interface for you to use.

    get_resource

Try it

Copy these to start.

Use these prompts to trigger the data retrieval process.

Starting points

Replace the bracketed text with the specific CVM dataset or file type you are looking for.

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

  • Find the CVM dataset for [dataset name] and give me the CSV download links.

  • I need the XML files for the [dataset name] collection. Can you find the links?

  • List all available resources for the [dataset name] dataset.

  • Get the direct PDF download links for [dataset name].

  • 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 asking for data immediately.

Connect CVM Dados Abertos to your AI

FAQ

How this task behaves

  • 01

    Can the AI download the files directly to my computer?

    No. The AI provides the direct download links. You must click the links to save the files to your local machine.

  • 02

    Can the AI modify the data inside the CSV files?

    No. The AI only retrieves the existing files from the CVM registry. It cannot edit the source data.

  • 03

    What file formats can I request?

    You can request CSV, XML, or PDF files depending on what the CVM has published for that specific dataset.

  • 04

    Does the AI search all Brazilian financial data?

    The AI only searches the datasets available through the CVM Dados Abertos registry.

  • 05

    Can I ask for a specific year of data?

    Yes, if the CVM has organized that data into a specific dataset, the AI can find it using the search tools.

  • 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