Portfolio Intel Docs

POST /api/v1/parse

Use this when you need structured output from a CAS PDF in your own backend or app flow.

Common request shapes

• multipart form upload with file and optional password
• JSON body with pdf_base64 and optional password
• sandbox references for test keys when enabled

Authentication

• Authorization: Bearer sk_live_*
• Authorization: Bearer sk_test_*
• X-API-Key: sk_live_*

POST /mcp

This is the remote MCP transport endpoint for AI clients.

Typical operations:

• initialize
• tools/list
• tools/call

For Claude Desktop and other OAuth-capable clients, the gateway handles metadata discovery and consent.

Enrich holdings

Use enrichment after parsing when you want fund returns, benchmark mapping, and related portfolio overlays.

Authentication model

Client type	Auth model
Claude Desktop / ChatGPT	OAuth 2.1 + PKCE
Claude Code / Cursor / Copilot	Bearer token in config
REST clients	Bearer token or X-API-Key

Interactive reference

If you need exact schema details, request examples, or to inspect the OpenAPI model directly, use Interactive API Docs.