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T

TDCC 集中保管結算所

Released已發布
finance taiwan

MCP Server for TDCC (Taiwan Depository & Clearing Corporation) — 8 AI-callable tools for Taiwan securities custody open data including shareholding distribution and fund NAV.

臺灣集中保管結算所 MCP Server — 8 個工具查詢股權分散表、庫存異動、境外基金淨值與電子投票等。

Status狀態
released
Tools工具數
8
Category分類
finance
Region地區
taiwan
Maintainer維護者
GitHub

Features功能特色

  • 8 specialized tools — Stock info, shareholding tiers, monthly/weekly custody changes, director holdings, offshore fund NAVs, e-voting, plus a generic query for all 100+ endpoints
  • Client-side filtering — Search by stock code, name, market type
  • BOM handling — Automatically strips BOM characters from API responses
  • Retry with backoff — Automatic retry for transient errors
  • Zero configuration — No API keys, no credentials, just install and use
  • 8 個專用工具 — 證券基本資料、股權分散表、月/週集保異動、董監持股、境外基金淨值、電子投票,加上通用查詢涵蓋全部 100+ 端點
  • 客戶端篩選 — 依證券代號、名稱、市場類型搜尋
  • BOM 處理 — 自動移除 API 回應中的 BOM 字元
  • 自動重試 — 暫時性錯誤自動退避重試
  • 零設定 — 不需要 API 金鑰,安裝即可使用

Available Tools可用工具

Tool Description Key Parameters
get_securities_info Securities basic data (證券基本資料) stock_code, stock_name, market
get_shareholding_distribution Shareholding distribution by tier (股權分散表) stock_code
get_stock_monthly_changes Monthly custody change analysis (月分析表) stock_code, market
get_stock_weekly_balance Weekly custody balance (週餘額表) stock_code, market
get_director_shareholding Director/supervisor custody (董監持股) stock_code
get_offshore_fund_nav Offshore fund NAV (境外基金淨值) fund_code, fund_name
get_evoting_info Shareholder e-voting (股東e票通) stock_code, meeting_type
get_tdcc_opendata Generic query for any endpoint endpoint_id, filter_field, filter_value, limit
工具 說明 主要參數
get_securities_info 證券基本資料查詢 stock_code, stock_name, market
get_shareholding_distribution 股權分散表查詢 stock_code
get_stock_monthly_changes 個別股票異動月分析 stock_code, market
get_stock_weekly_balance 保管有價證券週餘額 stock_code, market
get_director_shareholding 董監分戶保管查詢 stock_code
get_offshore_fund_nav 境外基金淨值查詢 fund_code, fund_name
get_evoting_info 股東電子投票查詢 stock_code, meeting_type
get_tdcc_opendata 通用開放資料查詢 endpoint_id, filter_field, filter_value, limit

Contributing貢獻

See CONTRIBUTING.md for details.

詳見 CONTRIBUTING.md

License授權

MIT License — see LICENSE for details.

MIT License — 詳見 LICENSE

OverviewOverview

Query Taiwan's central securities depository open data through AI. Access shareholding distribution, stock custody changes, offshore fund NAVs, e-voting information, and 100+ more datasets — all through natural language conversation.

No API key required — TDCC OpenData is a free public API.

透過 AI 查詢台灣中央證券存託的開放資料。可存取股權分散表、個股集保異動、境外基金淨值、電子投票資訊及 100+ 個資料集 — 全部透過自然語言對話操作。

不需要 API 金鑰 — TDCC 開放資料是免費公開 API。

InstallInstall

From PyPI

pip install mcp-tdcc

From source

git clone https://github.com/asgard-ai-platform/mcp-tdcc.git
cd mcp-tdcc
uv venv && source .venv/bin/activate
uv pip install -e .

從 PyPI 安裝

pip install mcp-tdcc

從原始碼安裝

git clone https://github.com/asgard-ai-platform/mcp-tdcc.git
cd mcp-tdcc
uv venv && source .venv/bin/activate
uv pip install -e .

ConfigurationConfiguration

No environment variables required. TDCC OpenData is a public API.

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "tdcc": {
      "command": "mcp-tdcc"
    }
  }
}

Claude Code

The .mcp.json file is auto-discovered when you open the project directory.

Or run directly:

claude mcp add tdcc -- python mcp_server.py

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "tdcc": {
      "command": "mcp-tdcc"
    }
  }
}

不需要環境變數。TDCC 開放資料是公開 API。

Claude Desktop

加入 ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "tdcc": {
      "command": "mcp-tdcc"
    }
  }
}

Claude Code

專案目錄中的 .mcp.json 會自動被偵測。

或直接執行:

claude mcp add tdcc -- python mcp_server.py

Usage ExamplesUsage Examples

"I want to know the recent status of 2330 (TSMC)"

You: 幫我查一下 2330 台積電最近的集保狀態

AI calls:

get_securities_info(stock_code="2330")
get_shareholding_distribution(stock_code="2330")
get_stock_monthly_changes(stock_code="2330")
get_stock_weekly_balance(stock_code="2330")

Result: Returns TSMC's basic info, 17-tier shareholding distribution (retail vs institutional), monthly custody change analysis, and weekly balance trends.

"Show me the shareholding distribution of 2330"

You: 台積電的股權分散表,散戶跟大戶各佔多少?

AI calls:

get_shareholding_distribution(stock_code="2330")

Result: SUCCESS — 17 tiers from 1-999 shares to 800,001+ shares, with shareholder count and share percentage at each level.

"Search for any ETF custody data"

You: 最近 ETF 保管狀況怎樣?0050 的集保戶數有多少?

AI calls:

get_tdcc_opendata(endpoint_id="2-41", filter_field="證券代號", filter_value="0050")

Result: SUCCESS — ETF monthly analysis showing month-end custody units, change from previous month, issued units, and shareholder count.

"What are current TAIBIR rates?"

You: 現在 TAIBIR 利率是多少?

AI calls:

get_tdcc_opendata(endpoint_id="2-19", limit=5)

Result: SUCCESS — Historical TAIBIR benchmark rates across 10-day to 365-day tenors.

"Check offshore fund NAVs"

You: 幫我查一下有沒有貝萊德的境外基金淨值

AI calls:

get_offshore_fund_nav(fund_name="貝萊德")

Result: SUCCESS — Latest NAV data for matching BlackRock offshore funds registered in Taiwan.

"When is TSMC's shareholder meeting?"

You: 台積電今年股東會什麼時候?有電子投票嗎?

AI calls:

get_evoting_info(stock_code="2330", meeting_type="annual")

Result: Returns e-voting period and shareholder meeting date for TSMC.

「我想知道 2330 台積電最近的狀態」

你: 幫我查一下 2330 台積電最近的集保狀態

AI 呼叫:

get_securities_info(stock_code="2330")
get_shareholding_distribution(stock_code="2330")
get_stock_monthly_changes(stock_code="2330")
get_stock_weekly_balance(stock_code="2330")

結果: 回傳台積電基本資料、17 級距股權分散表(散戶 vs 法人)、月度集保異動分析、週餘額趨勢。

「台積電的股權分散表」

你: 台積電的股權分散表,散戶跟大戶各佔多少?

AI 呼叫:

get_shareholding_distribution(stock_code="2330")

結果: SUCCESS — 17 個級距,從 1-999 股到 800,001 股以上,含各級距股東人數與持股比例。

「查 ETF 保管資料」

你: 最近 ETF 保管狀況怎樣?0050 的集保戶數有多少?

AI 呼叫:

get_tdcc_opendata(endpoint_id="2-41", filter_field="證券代號", filter_value="0050")

結果: SUCCESS — ETF 月分析表,含月底保管單位數、增減數額、發行單位數、集保戶數。

「現在 TAIBIR 利率是多少?」

你: 現在 TAIBIR 利率是多少?

AI 呼叫:

get_tdcc_opendata(endpoint_id="2-19", limit=5)

結果: SUCCESS — TAIBIR 歷史定盤利率,涵蓋 10 天期至 365 天期。

Data SourceData Source

All data comes from TDCC OpenData API:

  • 100+ endpoints covering securities, bonds, funds, structured products, futures, and e-voting
  • Updated daily by Taiwan Depository & Clearing Corporation
  • Free & public — no registration or API key needed

所有資料來自 TDCC 開放資料 API

  • 100+ 個端點 涵蓋證券、債券、基金、結構型商品、期信、電子投票
  • 每日更新 由臺灣集中保管結算所維護
  • 免費公開 — 不需要註冊或 API 金鑰

ArchitectureArchitecture

stdio (JSON-RPC 2.0)
  → mcp_server.py (entry point)
    → app.py (FastMCP singleton)
      → tools/tdcc_tools.py (@mcp.tool() — 8 tools with client-side filtering)
        → connectors/rest_client.py (GET requests + BOM stripping + retry)
          → auth/none.py (no auth)
            → config/settings.py (100+ endpoint paths)
stdio (JSON-RPC 2.0)
  → mcp_server.py (入口)
    → app.py (FastMCP 單例)
      → tools/tdcc_tools.py (@mcp.tool() — 8 個工具 + 客戶端篩選)
        → connectors/rest_client.py (GET 請求 + BOM 移除 + 重試)
          → auth/none.py (無認證)
            → config/settings.py (100+ 端點路徑)

TestingTesting

python scripts/auth/test_connection.py   # Validate API connectivity
python tests/test_all_tools.py           # Run all 12 E2E tests
python scripts/auth/test_connection.py   # 驗證 API 連線
python tests/test_all_tools.py           # 執行 12 個 E2E 測試

Part Of The Asgard EcosystemPart Of The Asgard Ecosystem

Built with the Asgard MCP Template. See the full Asgard AI Platform for 63+ MCP servers.

使用 Asgard MCP Template 建置。查看完整 Asgard AI Platform 生態系(63+ MCP 伺服器)。

Tags標籤

financesecuritiescustodytaiwan

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