Portfolio Intel Docs

Available MCP tools

Tool	Description
parse_cas	Parse a CAS PDF and return structured holdings and metadata.
enrich	Add returns and benchmark overlays to holdings.
request_upload_url	Create a browser-upload session for file handoff.
compare_snapshots	Compare two portfolio snapshots.
generate_report	Export a snapshot as JSON or CSV.

Example workflow

User asks an agent to parse a CAS and summarize the portfolio.

1. parse_cas → get snapshot_id and holdings
2. enrich → attach market context
3. agent summarizes current value, diversification, and available next actions

Node.js example

const fs = require('fs');

async function parseCAS(filePath, password) {
  const pdfBase64 = fs.readFileSync(filePath).toString('base64');

  const res = await fetch('https://api.portfoliointel.co.in/api/v1/parse', {
    method: 'POST',
    headers: {
      Authorization: 'Bearer sk_live_YOUR_KEY',
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({ pdf_base64: pdfBase64, password }),
  });

  const body = await res.json();
  if (!body.success) throw new Error(body.error.message);
  return body.data;
}

Python example

import base64
import requests

def parse_cas(file_path: str, password: str | None = None) -> dict:
    with open(file_path, 'rb') as handle:
        pdf_base64 = base64.b64encode(handle.read()).decode()

    resp = requests.post(
        'https://api.portfoliointel.co.in/api/v1/parse',
        headers={'Authorization': 'Bearer sk_live_YOUR_KEY'},
        json={'pdf_base64': pdf_base64, 'password': password},
    )
    resp.raise_for_status()
    return resp.json()['data']

cURL sandbox example

curl -X POST https://api.portfoliointel.co.in/api/v1/parse \
  -H "Authorization: Bearer sk_test_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"pdf_ref":"sample_cams_2024"}'

Docs MCP note

The browser docs and the docs MCP server should eventually read from the same generated docs corpus. The current worker endpoint is available at docs-mcp.portfoliointel.co.in/mcp.