Parqet

Add one to 100 activities to an existing portfolio. This writes user data and requires portfolio:write. Call only after the user has confirmed the portfolio and final activity details. Enter shares and price exactly as traded on the activity date, never split-adjusted to today's share basis. Parqet applies stock splits and other corporate actions automatically. Example: Apple bought in 2016 must be entered at ~112 USD/share, not ~28. externalId is optional but strongly recommended because it is the deduplication key for safe retries. The API can partially accept a batch; inspect createdActivities and notCreatedActivities and never blindly retry the full batch.

Create a cash, custom, real estate, insurance, P2P, or commodity holding in an existing portfolio. This writes user data and requires portfolio:write. Call only after the user has confirmed the portfolio and final holding details. Use the returned holding ID when adding activities for the holding.

Create a new Parqet portfolio. This writes user data and requires portfolio:write. Call only when the user has explicitly asked to create the portfolio and has confirmed its final name. After creation, always include the clickable direct link https://app.parqet.com/p/{id} in the user-facing confirmation.

Raw paginated activities/transactions for one portfolio. Use only when detailed transaction rows are needed. If cursor is returned, call again with that cursor for the next page. Prefer parqet_get_activity_summary for aggregate questions.

Summarize transactions for one portfolio with automatic pagination up to maxActivities. Prefer this over parqet_get_activities for buys, sells, dividends, deposits, withdrawals, fees, brokers, and activity counts.

Raw full performance payload with holdings, quotes, gains, dividends, valuation, KPIs, and netAllocations. Prefer parqet_query_portfolio unless raw nested JSON is required.

Get metadata for one portfolio. Does not return holdings, transactions, or performance.

Get the authenticated Parqet user and accessible portfolio IDs. Call this first when portfolio IDs are unknown. Use permissions[].resourceId as portfolioId.

Show Parqet MCP usage instructions: domain concepts, available tools, and parameter conventions. Call this if you are unsure which parqet_* tool to use. Does not perform any API calls.

List accessible portfolios with id, name, currency, createdAt, and distinctBrokers. Use to show portfolio names or pick portfolio IDs.