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ACB Platform MCP Server

Use ACB Platform directly in your AI assistant. Search securities, calculate ACB, and manage portfolios with natural language.

Download & Install

Download ZIP
1 Install Python 3 (if needed)

macOS comes with Python, but you may need to install Python 3:

brew install python3
2 Download and install the MCP server

Clone the repository and install dependencies:

# Clone the repository git clone https://gitlab.com/matthewlatimer/acb-update.git cd acb-update/mcp-server # Install dependencies pip3 install -r requirements.txt
3 Configure your AI assistant

Add to ~/.claude/mcp_servers.json (for Claude Code):

{ "acbp": { "command": "python3", "args": ["/path/to/acb-update/mcp-server/server.py"], "env": { "ACBP_API_KEY": "your-api-key-here" } } }
4 Get your API key

Create an API key from your ACB Platform dashboard, then restart your AI assistant.

1 Install Python 3 and pip
# Ubuntu/Debian sudo apt update && sudo apt install python3 python3-pip # Fedora sudo dnf install python3 python3-pip # Arch sudo pacman -S python python-pip
2 Download and install the MCP server
# Clone the repository git clone https://gitlab.com/matthewlatimer/acb-update.git cd acb-update/mcp-server # Install dependencies pip3 install -r requirements.txt
3 Configure your AI assistant

Add to ~/.claude/mcp_servers.json:

{ "acbp": { "command": "python3", "args": ["/home/youruser/acb-update/mcp-server/server.py"], "env": { "ACBP_API_KEY": "your-api-key-here" } } }
4 Get your API key

Create an API key from your ACB Platform dashboard, then restart your AI assistant.

1 Install Python 3

Download Python from python.org. Check "Add Python to PATH" during installation.

2 Download and install the MCP server

Open PowerShell or Command Prompt:

# Clone the repository git clone https://gitlab.com/matthewlatimer/acb-update.git cd acb-update\mcp-server # Install dependencies pip install -r requirements.txt
3 Configure your AI assistant

Add to %USERPROFILE%\.claude\mcp_servers.json:

{ "acbp": { "command": "python", "args": ["C:\\Users\\YourUser\\acb-update\\mcp-server\\server.py"], "env": { "ACBP_API_KEY": "your-api-key-here" } } }
4 Get your API key

Create an API key from your ACB Platform dashboard, then restart your AI assistant.

Compatible AI Assistants

Our MCP server works with any tool that supports the Model Context Protocol.

Cursor
MCP Support
VS Code + Continue
MCP Support
Zed Editor
MCP Support
Cline
MCP Support
Any MCP Client
Compatible

MCP is an open protocol. Any AI assistant that implements MCP can use our server. Learn more about MCP →

Available Tools

acbp_search_securities
Search for securities by name, symbol, or CUSIP
acbp_get_security
Get detailed security information
acbp_calculate_acb
Calculate ACB with ROC adjustments
acbp_get_distributions
View distribution history for a security
acbp_list_portfolios
List your investment portfolios
acbp_get_portfolio
Get portfolio details and holdings
acbp_list_calculations
View your saved calculations
acbp_list_favorites
List your favorite securities

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