Economatica / Products / MCP
PRODUCT / MCP · NEW

Financial intelligence straight inside your AI assistant.

The MCP Economatica connects Economatica's data bases to your AI assistant, in natural language. Five bases are live today: News, Fundamental & Market Data, Funds, Real Estate Funds and Fixed Income, with Economatica's institutional depth. Coming soon to ChatGPT.

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Available now
Available now
ChatGPT · coming soon
180+ headlines/day News from the Mover Economatica newsroom
100+ indicators Fundamental and market indicators
99k+ funds Investment funds and real estate funds
DEMO / 01

See the MCP Economatica in use.

Examples of prompts querying news, events and fundamentals, with financial context and decision-making relevance.

ABOUT MCP ECONOMATICA

Economatica now offers its data bases via MCP, an open standard that connects AI models to external systems. Five bases are live today in Claude and Copilot: News, Fundamental & Market Data, Funds, Real Estate Funds and Fixed Income, with new bases expanding. All of it queryable in natural language, with Economatica's institutional depth and methodology.

THE BASES / 02

One MCP, several Economatica bases.

The MCP connects Economatica's bases to your assistant in a single conversational layer. Each base plugs into the same protocol, with the depth and reliability Economatica has delivered for nearly 40 years.

REAL-TIME & CVM Available

Proprietary Mover Economatica newsroom

Aggregation of 64+ local and international sources and official CVM filings. Every item with sentiment analysis and impact classification.

View base
VALUATION & RISK New

Fundamental & Market Data

100+ fundamental indicators, valuation multiples, risk and market data, with 5 years of history across all of B3.

View base
CVM UNIVERSE New

Investment Funds

Around 99k Brazilian funds: registry, performance and risk, portfolio composition and overlap between funds.

View base
LISTED REITs / B3 New

Real Estate Funds

Brazilian FIIs listed on B3: registry, segment, manager, P/NAV, dividend yield, liquidity, risk, returns and price history.

View base
PRIVATE CREDIT New

Fixed Income

Debentures, CRA and CRI, government bonds and the yield curve, with rate, term and the issuer credit-risk read.

View base
UPCOMING BASES

New bases coming soon

Economatica continuously expands the MCP. The next bases plug into the same conversational layer, adding new dimensions of analysis to your operation.

In development
HOW IT WORKS / 03

From connection to answer, in three steps.

No code, with assisted configuration; queries are controlled by permissions and return structured responses to the assistant. The MCP Economatica is activated once in your AI client. From then on, natural-language questions get structured financial context, whether in the news or in the fundamentals.

STEP 01

Connect the MCP Economatica.

Activate the connector in Claude or Copilot with your Economatica credentials. The integration runs over the MCP protocol, with data accessed according to permissions and the defined architecture, and a controlled return to the assistant.

claude connects to MCP Economatica
STEP 02

Ask in natural language.

Ask questions the way you would ask an analyst. The assistant interprets the question and triggers the appropriate tools, calling the Economatica database with the correct parameters.

"Compare the ROE of VALE3 and GGBR4 over the last 5 years."
STEP 03

Receive financial context.

The answer comes back with structured data (tickers, indicators, historical series, and sentiment score) ready to be reused in research, risk analysis, and decision-making.

VALE3 · ROE 18.2% · EV/EBITDA 4.1x
AVAILABLE BASES

Choose the base you want to explore.

On mobile, MCP shows one base at a time to reduce scrolling and make exploration more direct.

NEWS / 04

What powers the News base.

Proprietary news from the Mover Economatica newsroom, aggregation of 64+ local and international sources, and direct integration with official CVM filings. All delivered to Claude and Copilot with standardized tickers, sector, theme and sentiment.

Proprietary coverage

Mover Economatica newsroom

A newsroom focused on financial markets, with veteran journalists covering, in real time, everything that moves asset prices. Earlier and more accurately than any public source.

  • Major daily events across the Brazilian market
  • 80+ economic indicators from Brazil, G7 and China the moment they print
  • Corporate facts: earnings, corporate events, follow-ons and IPOs, ratings, recommendations and relevant news
  • Political events with direct impact on assets
  • Breaking news: high-impact alerts within seconds
  • Analyst-grade editorial context, not just aggregation
180+Headlines/day
100+Companies covered
80+BR + G7 + China indicators
24/7Mover Economatica newsroom
News aggregation

Aggregation of leading sources

Beyond the proprietary newsroom, the MCP consolidates and structures the leading market sources into a single feed, with standardized tickers, sector, theme and sentiment.

64+Local and international sources
800+Aggregated articles/day
24/7Ingestion pipeline
Regulatory filings

Official CVM filings via MCP

Beyond news, the MCP delivers direct integration with official documents filed with the CVM. Material facts, earnings, insider transactions (CVM 44) and corporate events, structured and ready for use in Claude and Copilot. Every document is enriched with sentiment score, key topics and expected impact.

  • Material facts from public companies
  • Quarterly and annual earnings (ITR, DFP)
  • Insider and controller transactions (CVM 44)
  • Offering documents, follow-ons and M&A
  • Shareholder notices and market communications
  • Sentiment analysis and intelligent summaries of documents
FEATURES / 05

News, straight from the prompt.

News from the Mover Economatica newsroom, aggregation of 64+ local and international sources, and official CVM filings accessed by your assistant in natural language. Curated coverage with sentiment analysis applied to every news item and document processed.

COVERAGE/01 OF 05

Material facts

Official CVM material facts captured in real time via direct integration with the system. Each document arrives enriched with sentiment score, key topics and expected impact. The assistant returns the prioritized list with date, issuer and a summary of the filing.

Regulator filingsImpact levelBy issuerCurated summary
MCP Economatica: material facts grouped by impact level MCP Economatica: material facts grouped by impact level
MCP response · Material facts prioritized by impact Request MCP access →
FUNDAMENTALS / 06

Fundamentals and market data, in the same prompt.

Beyond the news, the MCP now delivers Economatica's fundamentals base: financial indicators, valuation multiples, profitability, leverage, risk and market data. It is the same institutional base that powers the Economatica platform , now queryable in natural language.

100+Indicators and multiples per asset
5 yearsOf fundamental history
All of B3Listed assets covered
DailyMarket data updates

Valuation multiples

How expensive the company is relative to earnings, book value, revenue and cash generation, in historical series and the latest figure.

P/EP/BVEV/EBITDAPSR

Profitability and margins

Efficiency in generating results, return on capital and what comes back to shareholders as dividends.

ROEROICNet marginDividend yield

Leverage and liquidity

Capital structure and financial health: how much the company owes and its ability to meet obligations.

Net debt/EBITDACurrent ratioTotal debt

Market data and returns

Price, liquidity and performance of the asset: quotes, traded volume, market cap and returns by window.

QuoteVolumeMarket capReturns

Risk and volatility

The asset's risk behavior relative to the market, with classic measures of volatility and drawdown.

BetaVolatilityMax drawdownMomentum

Statements and classification

Quarterly and annual financial figures and the full sector classification of each company.

RevenueEBITDANet incomeB3 sector
claude · economatica.mcp.fundamentals · response

→ fundamentals(tickers=VALE3, GGBR4 · window=5y)

Illustrative example · fundamentals comparison
IndicatorVALE3GGBR4
ROE18.2%12.4%
EV/EBITDA4.1x5.3x
Net margin21.5%9.8%
Net debt/EBITDA0.8x1.6x
Dividend yield9.1%4.2%

Illustrative values to show the response structure. The MCP returns quarterly and annual series for the last 5 years, plus historical quotes and volumes.

INVESTMENT FUNDS / 07

The funds universe, in the same prompt.

Beyond the news and the fundamentals, the MCP delivers Economatica's Funds base: the CVM universe with around 99k vehicles, from the registry sheet to performance, plus portfolio composition and comparison across funds. It is the base that supports the work of those who select and monitor funds, from multi-strategy to pension funds, now in natural language .

99k+Funds in the CVM universe
FI · Pension · MultiTypes covered in the CVM universe
DailyNAV, return and risk updates
HoldingsComposition and overlap across funds

Search and screening

Find funds by manager, type or class and screen the entire universe by return, risk and consistency.

By managerBy classScreener

Performance and risk

Return across several windows, risk-return ratios, volatility and drawdown for each fund, updated daily.

ReturnsSharpeVolatilityDrawdown

Registry sheet

Manager, administrator, ANBIMA and CVM class, fees, benchmark and minimum investment, with the source preserved.

FeesBenchmarkMin. investment

Portfolio composition

The x-ray of what each fund holds: top positions and weight in net assets, drawn from the documents filed with the CVM.

Holdings% of NAVMonthly

Overlap across funds

Compare two funds and see how much their portfolios overlap, to spot redundancy and concentration.

OverlapConcentration

Net assets and flows

Fund size, number of investors and the dynamics of inflows and redemptions over time.

AUMInvestorsFlows
claude · economatica.mcp.funds · response

→ funds(screen · class=multi-strategy · sort by Sharpe)

Illustrative example · funds screened by risk-return
FundClass12m returnSharpeVol.
Multi-strategy AMulti-strategy14.2%1.86.1%
Equities BEquities22.5%1.214.8%
Fixed Income CFixed Income11.9%2.41.3%

Illustrative values to show the response structure. Fund names anonymized. The MCP also brings portfolio composition and overlap across funds.

REAL ESTATE FUNDS / 08

Brazilian FIIs listed on B3, in natural language.

The Real Estate Funds base brings Brazilian FIIs listed on B3 into MCP Economatica. Search by ticker, name, manager, segment and management type; screen by P/NAV, dividend yield, equity, shareholders, liquidity and risk; and monitor quotes, returns and premium versus IFIX directly inside your AI assistant.

B3Listed FIIs in a dedicated base
IFIXReturns and premium versus index
ScreeningP/NAV, DY, liquidity, risk and equity
DailyQuotes and price history

Search and registry

Find FIIs by ticker, name, CNPJ, manager, segment, ANBIMA classification and management type.

TickerManagerSegmentANBIMA

FII screener

Screen by monthly dividend yield over NAV, P/NAV, equity, number of shareholders, market value and liquidity.

DYP/NAVEquityShareholders

Market and liquidity

Trading presence, average volume, adjusted close, market value and IFIX participation.

VolumeIFIXMarket cap

Returns vs IFIX

Returns across multiple windows and premium versus IFIX to compare each fund's relative behavior.

1M12M36MIFIX

Risk and technicals

Beta, volatility, drawdown, correlation, RSI, momentum and effective return in a quantitative screening layer.

BetaVolatilityDrawdown

Documents and sources

Links and references to FNET, regulation, monthly report and quarterly report when available at source.

FNETRegulationReports
FIXED INCOME / 09

Private credit and rates, in natural language.

The Fixed Income base brings Brazilian private credit and rates together in one place: debentures, CRA and CRI, plus the registry of government bonds and the future yield curve. Each bond arrives with rate, term and return, plus a consolidated read on the issuer's credit risk. The same institutional base that powers the Economatica platform .

2k+Active debentures
6k+CRA and CRI (agri and real estate)
DailyRate, price and return updates
Tesouro + DI1Government bonds and yield curve

Debentures

Search and filter debentures by issuer, index, collateral and maturity, including tax-exempt incentivized bonds.

DI+IPCA+Tax-exemptMaturity

Rate, price and return

Yield, price, duration and return for each bond, with the premium over the CDI, updated daily.

YTMDurationPremium vs CDI

CRA and CRI

Agribusiness and real estate securitizations, with underlying assets, securitizer, subordination and fiduciary regime.

AgriReal estateSubordinationUnderlying

Government bonds and DI curve

Registry of Treasury bonds (LFT, LTN, NTN-B, NTN-F) and of the vertices of the future yield curve (DI1).

TesouroNTN-BDI1

Maturities and amortization

Maturity schedule and the amortization and payment flow of each bond, to see the window of every position.

MaturityAmortizationCash flow

Issuer credit risk

Monitor the credit risk of the issuer in a consolidated read that crosses financial health with the issuance history into an attention signal. A proprietary indicator, not a rating.

MonitoringIssuer viewAttention signal
claude · economatica.mcp.fixed-income · response

→ fixed_income(debentures · tax-exempt · sort by rate)

Illustrative example · debentures screened by rate and term
BondIndexRateDurationMaturity
Bond A · tax-exemptIPCA+IPCA + 6.8%4.2 years2031
Bond BDI+CDI + 2.1%2.7 years2029
Bond CDI%108% CDI1.9 years2028

Illustrative values to show the response structure. Bonds anonymized. The MCP also covers CRA and CRI, government bonds and the read on the issuer's credit risk.

BENEFITS / 10

Less friction, more decision.

The MCP Economatica shortens the path from question to financial answer. The data stays in Economatica, under the methodology you already know, but it now answers in natural language, inside the team's modern workflow.

  • Less friction, more speedFrom question to financial answer in seconds, without switching tools.
  • Natural languageAnswers with source and structure, ready for research and analysis.
  • Institutional depthThe same Economatica base and methodology your team already trusts.
  • Inside your AI flowPlugs into the assistant and the team's modern routine, no rework.
claude · economatica.mcp · response

→ news(sector=electricity, window=24h)

{
  "events": [
    { "ticker": "ELET3", "impact": "high", "theme": "regulatory" },
    { "ticker": "CMIG4", "impact": "medium", "theme": "tariff" },
    { "ticker": "CPLE6", "impact": "medium", "theme": "environmental" }
  ],
  "updated_at": "2026-05-03T14:18Z"
}
COMPATIBILITY / 11

Where the MCP Economatica already works.

The MCP protocol is an open standard. The setup is ready to connect to any compatible assistant: today on Claude and Copilot, soon on ChatGPT.

Native connection via Model Context Protocol. Supported in the desktop and enterprise versions of Claude.

Available now

Native connection via Model Context Protocol. Available on Microsoft Copilot.

Available now

Connection in development. Released as soon as official MCP support is available for the platform.

Coming soon

Other assistants

Setup ready for future expansion. Any MCP-compatible client can be connected upon validation.

Roadmap
AUDIENCE / 12

For those running financial research with AI.

The MCP Economatica brings the news, fundamentals, funds and fixed income bases straight into the environment of teams that have already incorporated conversational AI into their daily work, with no tool-switching and no rework.

01
Research & Coverage
Daily briefing on what changed in covered companies and sectors, with impact classification ready for the thesis.
02
Portfolio Management & Asset Managers
Cross of portfolios with current events, macro signaling, and quick reading during fast-moving market windows.
03
Risk Analysis
Monitoring of regulatory and governance signals, news, and other events to support risk analysis.
04
Boards, Committees & Trading Desks
An executive reading layer: short, qualified answers to support decisions in windows where reading everything isn't feasible.
FAQ / 13

Frequently asked questions about the MCP.

Who is the MCP Economatica recommended for?

For teams that already use Claude or Copilot in their daily workflow and need to access news, indicators, official filings and financial intelligence with institutional depth directly within the AI assistant. Ideal for sell-side and buy-side research, portfolio management, brokerages, banks, IR, risk and compliance teams that want to reduce the time between analysis and decision-making, without switching environment or tool.

How do I contract the MCP Economatica?

The MCP Economatica is a corporate solution intended exclusively for internal use by companies, with plans tailored to the size, usage volume and needs of each client. Contracting is handled directly by Economatica's commercial team, which supports the entire activation process and defines the most suitable model for each operation. A free trial is also available before contracting. Talk to our commercial team

What's the difference between an API and the MCP?

The API is built for direct integration between systems, letting developers consume Economatica data inside their own applications, platforms and workflows. The MCP, in turn, connects the Economatica base directly to AI assistants and agents like Claude and Copilot, enabling natural-language queries without additional development. In short: APIs are structured for software; the MCP is structured for conversational interaction with AI.

How does the connection work? Does it require technical development?

No. In less than 5 minutes a client can have the MCP Economatica running on Claude or Copilot. The connection is straightforward, made with your own credentials, and our team supports the entire activation process. No development, no infrastructure changes and no need to open firewall ports.

Are my data or prompts stored on Claude?

No. The MCP Economatica works as a real-time query layer via the MCP protocol. The information remains on Economatica's infrastructure and the assistant accesses only the data requested in each interaction. The permissions, limits and rules of your contract continue to apply within the MCP, maintaining the same level of governance and control already used by Economatica's clients.

Does the MCP work with other assistants besides Claude?

Today the MCP Economatica has native integration with Claude and Copilot, allowing direct access to Economatica's databases inside the assistant. Support for ChatGPT is in the final integration stage and, in the future, other clients compatible with the MCP protocol will be able to use the same Economatica bases and endpoints. The assistant of choice continues to be your team's; the MCP acts as the data and intelligence layer connected to the Economatica database.

Are the news produced by Economatica or aggregated?

Both. The News base combines three sources in a single layer: the Mover Economatica newsroom (proprietary editorial coverage with veteran journalists), aggregation of 64+ local and international sources with standardized tickers, sector, theme and sentiment, and official CVM filings (material facts, ITR/DFP, CVM 44, M&A) captured in real time. Each item arrives with sentiment analysis and impact classification.

What fundamental data does the MCP Economatica cover?

The Fundamental & Market Data base brings together 100+ indicators per asset: valuation multiples (P/E, P/BV, EV/EBITDA), profitability and margins (ROE, ROIC, net margin), leverage and liquidity, dividends, risk (beta, volatility) and market data (quotes, volumes and returns), plus financial statements and sector classification. Coverage spans all of B3.

What history is available in the fundamentals base?

Company financial figures are available as quarterly and annual series for the last 5 years, with daily snapshots refreshed each trading session for quotes, volumes and multiples. This lets you compare companies and sectors over time, without leaving your AI assistant.

Does the MCP Economatica cover investment funds?

Yes. The Funds base covers the CVM universe, with around 99k vehicles across investment funds, pension funds, multi-strategy funds and other CVM classes. You can search and screen by manager, class, fees, return and risk; query the full registry sheet and performance indicators (return, Sharpe, volatility, drawdown); open the portfolio composition of each fund; and measure the overlap between two funds. Performance and risk are updated daily.

Does the MCP cover Brazilian FIIs listed on B3?

Yes. MCP Economatica has a dedicated base for Brazilian Real Estate Funds listed on B3, with search by ticker, name, manager and segment, plus market, liquidity, return, risk, P/NAV, equity, shareholders and historical quote indicators.

Is the FII base the same as the Funds base?

No. The Funds base covers the CVM universe of investment funds. The FII base is dedicated to Brazilian Real Estate Funds listed on B3, with indicators, quotes and metrics specific to the listed market.

And fixed income, does the MCP Economatica handle it?

Yes. The Fixed Income base brings together 2k+ debentures and around 6k CRA and CRI, plus the registry of government bonds (Tesouro) and the future yield curve (DI1). Each bond carries rate, price, duration and return, with filters such as index, maturity and tax-exempt incentivized issues. There is also a consolidated read on the issuer's credit risk that works as an attention indicator, not as a rating.

REQUEST ACCESS

Bring Economatica into your AI assistant.

Connect the News, Fundamentals, Funds and Fixed Income bases to your assistant and prepare your operation for the new generation of AI-powered financial research.

Request access Talk to Economatica