pm-mcp-director

pm-mcp-director is a skill for Claude Code, Codex from surplus96/pm-mcp. It costs 232 tokens per session (2,642 once invoked), scanned A, original, MIT.

A guide for routing requests to a portfolio-manager MCP server. It covers stock data, financial analysis, sentiment, rankings, backtests, charts, and reports; a portfolio manager helps analyse investments.

In plain words
What is it for?
Use it to analyse one or more stocks, review a portfolio, find themes, compare holdings, run backtests, and create financial charts or reports.
Why use it?
It keeps different investment questions on the appropriate analysis workflow and includes market context and an information-only disclaimer.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to analyse one or more stocks, review a portfolio, find themes, compare holdings, run backtests, and create financial charts or reports.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/surplus96/pm-mcp/pm-mcp-director
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add surplus96/pm-mcp --skill pm-mcp-director
Clone the repo
git clone --depth 1 https://github.com/surplus96/pm-mcp

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for pm-mcp-director

README.md
[![agentmods](https://agentmods.dev/badge/skills/surplus96/pm-mcp/pm-mcp-director/github.svg)](https://agentmods.dev/skills/surplus96/pm-mcp/pm-mcp-director)
Your own site
<a href="https://agentmods.dev/skills/surplus96/pm-mcp/pm-mcp-director"><img src="https://agentmods.dev/badge/skills/surplus96/pm-mcp/pm-mcp-director/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for pm-mcp-director

Your own site · 80×15
<a href="https://agentmods.dev/skills/surplus96/pm-mcp/pm-mcp-director"><img src="https://agentmods.dev/badge/skills/surplus96/pm-mcp/pm-mcp-director.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 232 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,642 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00232 $0.02642
Opus 5.5 $0.00093 $0.01057
Sonnet 5.5 $0.00046 $0.00528
Haiku 4.5 $0.00023 $0.00264

Measured 13d ago against content hash 9b4b2a701676, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

pm-mcp-director scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 13d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/pm-mcp-director/SKILL.md · 102 lines

How it starts

The opening of the file, as written. The whole thing — 102 lines — stays where its author put it; the contents beside it link to each section on GitHub.

pm-mcp 워크플로우 디렉터

pm-mcp는 시장 데이터·기술적/재무/감성 분석·랭킹·백테스트·차트·리포트를 제공하는 포트폴리오 매니저 MCP 서버다(도구 25개, v2). 이 스킬은 사용자의 자연어 요청을 적절한 도구 시퀀스로 변환하는 방법을 안내한다.

전체 도구와 파라미터는 references/tool-catalog.md를 참조한다. 아래는 의도별 표준 워크플로우다.

핵심 원칙

  1. 의도를 먼저 분류한다. 단일 종목 분석인지, 다종목 비교인지, 포트폴리오 점검인지, 테마 발굴인지에 따라 시작 도구가 다르다.
  2. 종합 도구를 우선 사용한다. stock_snapshot, stock_factors, portfolio_analyze(aspect="comprehensive")가 기본이다. 특정 지표만 물으면 stock_factors(sections=[...])처럼 범위를 좁힌다.
  3. 시장 컨텍스트를 곁들인다. 매수/매도 판단이 걸린 요청이면 market_overview를 함께 호출해 강세/약세/횡보 맥락을 답변에 반영한다.
  4. 오류는 그대로 전달된다. 도구 실패는 isError와 사유 메시지로 돌아온다. 사유를 사용자에게 알리고 대체 경로를 시도한다.
  5. 투자 조언 면책. 결과는 항상 정보 제공 목적임을 밝히고, 최종 판단은 사용자 몫임을 답변 말미에 짧게 명시한다.

입력 형식 규칙

  • 티커: 미국 주식은 심볼(AAPL), 한국 주식은 종목코드(005930) + market="KR".
  • tickers: 문자열 배열 ["AAPL", "MSFT", "NVDA"].
  • holdings_text (portfolio_analyze, portfolio_store, chart): "TICKER:SHARES@ENTRY_PRICE, ..." 예: "AAPL:10@150, MSFT:5@400". 현금은 cash.
  • 자연어 보유주 (portfolio_quick_check): "AAPL@2024-10-01:185, LLY 2024-09-15 520, NVO"처럼 느슨한 형식 허용.

의도별 워크플로우

1. 단일 종목 분석 — "AAPL 어때?", "삼성전자 분석해줘"

  1. stock_snapshot(ticker, include_signal=True) — 가격/변동성 + 밸류에이션·수익성·성장성 + 애널리스트 + 뉴스 감성 + 기술적 신호 + Buy/Hold/Sell 신호. 단일 종목의 기본 선택(US/KR).
  2. stock_factors(ticker, market) — 기술(10)·재무(20)·감성(10) 팩터와 섹션 점수, 종합 점수·추천 등급. 한국 주식은 market="KR".
  3. 시각화 요청 시 chart(kind="dashboard", ticker) (캔들+기술지표+수익률분포+상대강도).

기술적 지표만 빠르게: stock_factors(ticker, sections=["technical"]).

2. 다종목 비교/랭킹 — "이 중에 뭐가 제일 나아?"

  • 2~5개 간단 비교: stock_compare(tickers)
  • 팩터 기반 랭킹: stock_rank(tickers, method="factor", market) — 종합점수·추천 등급
  • 섹터 가중치·시장 국면 반영: stock_rank(tickers, method="advanced")
  • 펀더멘털 + 낙폭 보너스: stock_rank(tickers, method="fundamental")
  • 차트 비교: chart(kind="comparison", tickers, normalize=True)

3. 테마 발굴 → 종목 선정 — "요즘 뜨는 테마 뭐야?"

  1. theme_propose(lookback_days, max_themes) — 뉴스 기반 테마 추천
  2. 사용자가 테마를 고르면 theme_explore(theme) — 대표 종목 후보 + 개요
  3. theme_analyze(theme, market, top_n) — 팩터 점수로 상위 종목 선정(선택: include_backtest=True)
  4. 리포트: report_create(kind="theme", theme, tickers) 또는 kind="theme_overview"(with_images 가능), 선택 종목 요약은 kind="selection"

Read the full file on GitHub · 102 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 13d ago First seen · 102 lines · 232 tokens per session scan A 9b4b2a701676

Subscribe to this mod's changes

pm-mcp-director is a skill published in the GitHub repository surplus96/pm-mcp (1 stars, last pushed 14d ago), licensed MIT. It adds 232 tokens to every session and 2,642 once invoked, about $0.0009 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-29.

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