The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Fillfolio MCP listing page.
Read-only Model Context Protocol (MCP) access to Fillfolio, a portfolio net worth tracker for stocks, ETFs, funds, crypto, currency, cash, and liabilities.
Connect Claude, Cursor, ChatGPT, or another MCP host to a paid Fillfolio account. The client can read portfolio summaries, holdings, cost basis, cash and debt, activity, and exact asset details. It cannot trade, move money, change holdings, or see credentials.
Product docs: fillfolio.com/mcp
MCP endpoint: https://fillfolio.com/api/mcp
OAuth client ID: HfY4RTp08YeBNRYm
Official MCP Registry: com.fillfolio/mcp
Fillfolio MCP returns the same normalized portfolio already in your account: brokerage holdings, wallet balances, manual lots, cash, credit-card debt, and net worth. Responses include freshness and unavailable FX-rate states. Provider APIs are not called from an MCP request. Revoke access in Fillfolio Settings. Tokens are never displayed.
Use Streamable HTTP. Put tokens in the Authorization: Bearer header only. Query-string tokens are rejected.
Paste the Fillfolio MCP OAuth client ID as a public PKCE client and leave the secret blank. Dynamic client registration is off. Do not send ChatGPT or Claude metadata URLs as client_id. Request Clerk OIDC scopes (openid, email, profile, offline_access). Fillfolio copies mcp:read and the tool scopes onto the grant after it accepts the token.
| Surface | URL |
|---|---|
| Product docs | https://fillfolio.com/mcp |
| MCP | https://fillfolio.com/api/mcp |
| OAuth client ID | HfY4RTp08YeBNRYm |
| Server card | https://fillfolio.com/.well-known/mcp/server-card.json |
| Server card alias | https://fillfolio.com/.well-known/mcp.json |
| OAuth protected resource | https://fillfolio.com/.well-known/oauth-protected-resource/api/mcp |
| Auth notes | https://fillfolio.com/auth.md |
| Official MCP Registry | com.fillfolio/mcp |
Cursor example (~/.cursor/mcp.json or project MCP config):
If Cursor asks for an OAuth client ID, use HfY4RTp08YeBNRYm and leave the secret blank, then sign in.
Claude Code:
Codex (~/.codex/config.toml):
If Codex asks for an OAuth client ID, use HfY4RTp08YeBNRYm and leave the secret blank, then sign in.
ChatGPT and Claude web: add a Streamable HTTP connector at https://fillfolio.com/api/mcp, paste the same client ID, leave the secret blank, then sign in with Fillfolio.
Claude Desktop and other local MCP hosts can use a Streamable HTTP bridge such as mcp-remote:
Use the same OAuth client ID if the bridge asks for one.
| Tool | Scope | Purpose |
|---|---|---|
get_portfolio_summary | portfolio:read | Net worth, holdings value, cash, debt, and return availability |
list_portfolios | portfolio:read | Portfolios for the authenticated user |
list_holdings | holdings:read | Stocks, ETFs, funds, crypto, currency, and other holdings with cost-basis availability |
list_cash_and_liabilities | accounts:read | Cash and liabilities without account numbers |
list_activity | activity:read | Buys, sells, and other activity in a bounded date range |
get_asset | holdings:read | One canonical asset and its holdings across portfolios |
Input and output shapes are in contract/tools.json.
Every successful tool result is wrapped as:
partial and missing describe unavailable currency conversion. They are not errors.
Holding source values are manual, brokerage, or wallet. Date ranges on list_activity cannot exceed 366 days. Pagination uses cursor plus limit (1 to 100, default 50).
src/transport.ts is the public request-bounding helper used by the hosted server:
MIT. See LICENSE.