Connect your own agent

Available from 5.1. On 5.0 the address below answers nothing.

SuiviBourse speaks MCP, so an AI agent — Claude Desktop, an editor's assistant, something you wrote yourself — can ask it about your portfolio and get real figures back rather than a guess.

The app's own chat uses the very same tools. There is one surface, and pointing your own client at it gets you exactly what the built-in assistant sees.

The address

The server is part of the app. There is no second container, no second port and nothing to start:

http://<your-host>:8080/mcp

Same host and same port as the page you already open in a browser. If you changed SB_WEB_PORT, change it here too.

Most clients want that URL under a name. The shape varies, but it comes down to:

{
  "mcpServers": {
    "suivibourse": {
      "url": "http://localhost:8080/mcp"
    }
  }
}

What it can answer

Six tools, and your agent picks between them on its own:

Tool	What it answers
list_positions	what you hold right now — quantity, average cost, value, unrealised gain
get_portfolio_totals	the whole portfolio on its most recent day: value, contributions, XIRR, TWR, and the gain in its four terms
get_portfolio_history	value and return day by day, over a window you choose
list_accounts	the split across your accounts — the one to ask about allocation
list_events	your ledger: what you actually did, and when
get_investment_rhythm	how much you buy in a month and how often — measured on your purchases over the last twelve months

They read the same figures the pages show, through the same code. An agent and a screen cannot disagree about what a holding is worth.

What it cannot do

It cannot change anything. There is no tool that records an event, edits one, creates an account or turns a dial. Every one of the six reads. If an agent tells you it has recorded a purchase, it has not — type it in the app.

It cannot tell you what to buy. The server is built for questions about strategy and allocation: how you are spread, what you have been contributing, how a decision has worked out. It publishes no research and no price series for a security you do not hold, so an agent asking it for a stock tip gets nothing to answer with.

Who can reach it

Anyone who can reach the port. There is no password, no token and no login — exactly as there is none for the page itself. That is the app's whole security model: it is one person's application, and reaching its address is the permission.

So the rule is the one that already applies to the app: do not publish the port to the open internet. On your own machine or your own network, nothing more is needed. If you want to reach it from outside, put it behind whatever you already use for that — a VPN, a reverse proxy with authentication, a tunnel — the same way you would for the page.

If your client connects over anything but plain HTTP on your own network, be aware that this app terminates no TLS itself. That, too, belongs to the proxy in front of it.

Your figures leave your machine

Worth saying plainly, because it is the whole point of the feature: an agent you connect will send what it reads to whatever model it runs on. If that model is a hosted one, your positions and your ledger go to that provider. Nothing in SuiviBourse redacts them, and nothing should — you asked for the connection.

That is a choice you make once, per client, and it is yours. The app itself sends nothing anywhere.

These tool names are a promise

Unlike the app's internal HTTP interface, which changes whenever the page it serves changes, the six names above and the shape of what they return are held across 5.x. Your client will not break under a patch release. A tool that has to change will be announced in the release notes.

When something is not there

The figures an agent gets back are careful about absence, and the tools tell it so. A holding with no price is not worth zero — it is a holding the app has not priced, either because it has not fetched one yet or because none will ever come. A portfolio with no totals is one the app has not computed yet, usually because the reporting currency has not been answered.

A good agent will repeat that distinction back to you. If yours reports a suspicious zero, that is the thing to double-check on the page.