DANIMOTH FOR AGENTS
Connect Claude Code, Codex, Cursor or any MCP client to the Danimoth ETF engine: search UCITS ETFs, profile clients and propose VaR/CVaR portfolios. Tools never submit orders.
Connect in two minutes
Danimoth speaks MCP over Streamable HTTP. Your advisor Firebase ID token travels only as a Bearer header in your MCP client — never as a tool argument. When calls return 401, sign in again on danimoth.com and refresh the header.
claude mcp add --transport http danimoth https://api.danimoth.com/mcp --header “Authorization: Bearer <FIREBASE_ID_TOKEN>“
Generic client: { “mcpServers”: { “danimoth”: { “url”: “https://api.danimoth.com/mcp”, “headers”: { “Authorization”: “Bearer <TOKEN>“ } } } }
Machine-readable onboarding: https://api.danimoth.com/agents.md
Paste this into your agent
Connect to the Danimoth MCP server at https://api.danimoth.com/mcp using my Firebase ID token as a Bearer header, list its tools, then build a demo ETF portfolio with cvar_limit 0.12 and capital 250000 EUR. Explain weights, risk estimators and tax notes. Do not submit any order.
Tools
dashboard_metadata — Asset classes, limits, defaults and catalogue date. Read-only.
search_etfs — Search UCITS ETFs by KID, replication, AUM and spread. Read-only.
profiling_questionnaire — MiFID-style questionnaire and answer schema. Read-only.
list_clients — Saved client profiles of the signed-in advisor. Read-only, auth required.
save_client — Create or update a client profile. The only mutating tool — confirm first.
propose_portfolio — Weights, scenarios, benchmarks and tax notes. Read-only. Never an order.
Install the skill
The Danimoth skill teaches your agent the workflows, units (fractions, EUR) and failure behaviour so it does not have to rediscover them:
npx skills add RobertoDorata/Danimoth-skills --skill danimoth -y
Limits & security
• No order submission, no custody, no money movement — proposals only.
• No personalised advice without a saved client profile and advisor review.
• Client data is visible only with the advisor’s own token; backend errors never contain tokens or client data.
• Percentages are fractions (0.12 = 12%); capital is in EUR.