PlatPhorm Finance API Docs

Public-safe by default Future protected actions use PLATPHORM_API_KEY

PlatPhorm Finance provides public informational finance data and local simulations only. It does not provide personalized investment advice, execute trades, request brokerage credentials, or promise returns.

Machine Docs

Finance Endpoints

/api/v1/markets Public market summary. Public.
/api/v1/quotes Public quote lookup. Public.
/api/v1/quotes/{symbol} Public quote by symbol. Public.
/api/v1/assets/{symbol} Public asset profile by symbol. Public.
/api/v1/news Public finance news feed. Public.
/api/v1/feeds Public finance feed sources. Public.
/api/v1/sources Public provider source status. Public.
/api/v1/provider/status Public provider health. Public.
/api/v1/watchlist Validates a local watchlist without server persistence. Public.
/api/v1/portfolio/simulate Public simulation-only portfolio calculator. Public.
/api/v1/calculators Public calculator registry. Public.
/api/v1/calculators/{slug} Runs an informational calculator. Public.
/api/v1/reports/summary Public-safe degraded report scaffolding. Future protected metadata.
/api/v1/integrations/quickbooks/status Public-safe integration status only. Future protected metadata.
/api/mcp JSON-RPC Finance MCP endpoint. Public.
/api/cron/refresh Bounded refresh and validation scaffold. Future protected metadata.

MCP

POST /api/mcp accepts JSON-RPC 2.0 for initialize, ping, tools/list, tools/call, resources/list, resources/read, prompts/list, and prompts/get.

Tools: get_market_summary, search_assets, get_quote, get_asset_profile, list_finance_news, list_finance_sources, get_provider_status, simulate_portfolio, calculate_finance_metric, export_watchlist, export_portfolio_simulation, get_quickbooks_status, get_health, get_info, get_route_compliance, get_discovery_compliance, create_docs_report, create_sheet_report, create_deck_summary