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feat: CDA carteira and latest/multi-month quotes on public MCP - #48

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robertoecf merged 1 commit into
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feat/worker-cvm-carteira
Aug 30, 2026
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feat: CDA carteira and latest/multi-month quotes on public MCP#48
robertoecf merged 1 commit into
mainfrom
feat/worker-cvm-carteira

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@robertoecf

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Summary

  • Public Worker cvm_fund now covers the Mais Retorno raw-fund layer: RCVM 175 catalog, INF_DIARIO (latest month or months 1–3 lookback), CDA periods, and CDA holdings with CNPJ-streamed scan (CONFID = sigilo).
  • Worker already deployed and smoke-tested on openfindata.com.br (health 0.3.2): catalog, periods 202607, daily latest + 2-month lookback, holdings on AMW (CONFID/PL) and BB RF Automático (BLC_2/BLC_8/PL).
  • Charlie cvm_fund accepts omitted year/month (latest CDA / INF_DIARIO) and months lookback on daily. Lâmina/perfil still require an explicit month.

Test plan

  • npm test in workers/mcp (22)
  • pytest unit+API (347)
  • Live Worker: periods, catalog, daily, holdings
  • After merge: rebuild Charlie on VPS and smoke holdings without month + daily with months=2

Made with Cursor

Close the Mais Retorno raw-fund gap on the Worker (catalog + INF_DIARIO + CDA) and let Charlie resolve the latest CVM month when year/month are omitted.

Co-authored-by: Cursor <cursoragent@cursor.com>
@robertoecf
robertoecf merged commit bcbc8ff into main Aug 30, 2026
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@robertoecf
robertoecf deleted the feat/worker-cvm-carteira branch August 30, 2026 05:08
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