LuBot Analytics MCP Server

File ownership check + LuBot analysis surface routing. Returns a lightweight AnalysisResult: confirms the file exists + is in the caller's tenant (or the shared demo corpus when the caller has no uploads yet), surfaces its metadata, and points the user at the full LuBot My Files chat for the deep PhD-level answer. Deeper fields — chart, narrative, and richer citations beyond the single-file ownership evidence — populate on the full chat surface once that pipeline is wired. The response has two `content[]` entries: a pre-rendered narrative + citations (priority: 1.0, audience: user+assistant), plus a raw-JSON block + `structuredContent` field including chart data when available (priority: 0.3, audience: assistant only) for programmatic consumers or when the caller explicitly asks for raw data.

PhD-style analysis over the caller's portfolio. Returns a two-block response. The first `content[]` entry is a pre-rendered plain-English summary (priority: 1.0, audience: user+assistant). The second entry + `structuredContent` field carry the underlying JSON (priority: 0.3, audience: assistant only) for programmatic consumers or when the caller explicitly asks for raw data. Concentration risk (low/medium/high), diversification score (0-10), sector breakdown (with ETF look-through decomposition when the fund is known), biggest winner + loser by dollar impact, plus a 2-4 sentence LLM narrative that ties it together. Anonymous callers + hard-fail engine paths get an honest empty response with a signup nudge. Signed-in callers with no positions yet see a shared demo portfolio with a demo-mode call-to-action in the summary. Positions with unavailable live prices are labeled honestly — the narrator does not compute aggregate P&L over incomplete data.

List files the authenticated user has uploaded to LuBot. The response has two `content[]` entries: a pre-rendered plain-English summary (priority: 1.0, audience: user+assistant), plus a raw-JSON block + `structuredContent` field (priority: 0.3, audience: assistant only) for programmatic consumers or when the caller explicitly asks for raw data. Signed-in callers with no uploads yet see a shared demo corpus with a demo-mode call-to-action.

Return a small health-check payload. Safe to call anonymously.

List the caller's portfolio holdings. Returns positions merged from Plaid-synced brokerage + manually- entered trades. The response has two `content[]` entries: a pre-rendered plain-English summary (priority: 1.0, audience: user+assistant), plus a raw-JSON block + `structuredContent` field (priority: 0.3, audience: assistant only) for programmatic consumers or when the caller explicitly asks for raw data. Anonymous callers → honest empty + signup nudge. Signed-in callers with no positions yet → shared demo portfolio with demo_mode=true. Positions with unavailable live prices are labeled honestly rather than reported as fabricated zero P&L.

Ticker validation + LuBot analysis surface routing. Returns a lightweight AnalysisResult: ticker validation, source label (`watchlist` vs `public`), a narrative pointing the user at the full LuBot analyst, and (when available) an upgrade hint. The deeper fields — live price, fair value, thesis, risks, and recommendation — currently populate only for watchlist-tagged calls; the public path leaves them null. The response has two `content[]` entries: a pre-rendered plain-English summary (priority: 1.0, audience: user+assistant), plus a raw-JSON block + `structuredContent` field (priority: 0.3, audience: assistant only) for programmatic consumers or when the caller explicitly asks for raw data. Anonymous callers get the zero-setup public path (rate-limited to protect against abuse). Authenticated callers get a watchlist-tagged response + upgrade hints when the ticker isn't in their watchlist.

List tickers the authenticated user has added to their LuBot watchlist. Returns symbols + added_at, ordered by add time. The response has two `content[]` entries: a pre-rendered plain-English summary (priority: 1.0, audience: user+assistant), plus a raw-JSON block + `structuredContent` field (priority: 0.3, audience: assistant only) for programmatic consumers. Anonymous callers get an empty list — the watchlist requires a LuBot account. Sign in at https://lubot.ai/connect.

Return traffic summary for one of the caller's websites. Args: site_id: One of the site_ids returned by list_websites. start_date: Inclusive range start in ISO format (YYYY-MM-DD). end_date: Inclusive range end in ISO format (YYYY-MM-DD). The window must not exceed 90 days. The response has two `content[]` entries: a pre-rendered summary (narrative + total visits + top countries + top pages + AI-noticed cards) at priority: 1.0, audience: user+assistant, plus a raw-JSON block + `structuredContent` field at priority: 0.3, audience: assistant only for programmatic consumers or when the caller explicitly asks for raw data.

List website projects the authenticated user can query. The response has two `content[]` entries: a pre-rendered plain-English summary (priority: 1.0, audience: user+assistant), plus a raw-JSON block + `structuredContent` field (priority: 0.3, audience: assistant only) for programmatic consumers.