# Danimoth — onboarding for AI agents

Danimoth is an AI-native hedge-fund / ETF portfolio engine for independent
financial advisors (UCITS ETFs, VaR/CVaR risk budgets). This page is the
machine-readable entry point. Human version: https://danimoth.com/agents

## Connect (MCP, Streamable HTTP)

- Endpoint: `https://api.danimoth.com/mcp` (POST/GET, stateless, JSON)
- Transport: MCP Streamable HTTP. stdio fallback: `uv run --extra mcp cfi-mcp`
- Auth: Firebase ID token of the signed-in advisor, sent by the MCP client as
  header `Authorization: Bearer <token>`. Never pass tokens as tool arguments.
  Tokens expire; sign in again on danimoth.com when calls return HTTP 401.
- Tools never submit orders and never move money.

### Claude Code

```bash
claude mcp add --transport http danimoth https://api.danimoth.com/mcp   --header "Authorization: Bearer <FIREBASE_ID_TOKEN>"
```

### Codex / Cursor / generic MCP client

```json
{
  "mcpServers": {
    "danimoth": {
      "url": "https://api.danimoth.com/mcp",
      "headers": { "Authorization": "Bearer <FIREBASE_ID_TOKEN>" }
    }
  }
}
```

### Paste this into your coding 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

| Tool | Mutating | Auth | Purpose |
|---|---|---|---|
| `dashboard_metadata` | no | token in prod | Classes, limits, defaults, data date |
| `search_etfs` | no | token in prod | Search UCITS ETFs (KID, replica, AUM) |
| `profiling_questionnaire` | no | token in prod | MiFID-style questionnaire schema |
| `list_clients` | no | required | Saved client profiles of the advisor |
| `save_client` | yes | required | Create/update a client profile (Acc/Dist preference) |
| `propose_portfolio` | no | with `client_id` | Proposal: weights, scenarios, tax |

Percentages are fractions (`0.12` = 12%); capital is in EUR.

## Skill

Install the Danimoth skill (Agent Skills format) so your agent knows the
workflows without rediscovering them:

```bash
npx skills add RobertoDorata/Danimoth-skills --skill danimoth -y
```

Local mirror in this repo: `.agents/skills/danimoth/SKILL.md`.

## Discovery files

- `/llms.txt` — this index in llms.txt format
- `/agents.md` — this page as markdown
- `/.well-known/mcp.json` — MCP endpoint pointer
- `https://danimoth.com/agents` — human onboarding

## Limits

- No order submission, no custody, no personalised advice without a saved
  client profile and advisor review.
- Backend errors never contain tokens or client data; HTTP 401 means the
  token is missing/expired, HTTP 422 means the request violates the budget.