Fillfolio
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MCP / AI connections
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Ask your AI about the Fillfolio portfolio you already track.

Fillfolio MCP gives ChatGPT, Claude, Claude Code, Cursor, Codex, and other approved clients read-only Model Context Protocol access to your net worth, stocks, ETFs, funds, crypto, currency, cash, liabilities, and activity. It cannot trade or see credentials. MCP is included with paid Fillfolio plans.

https://fillfolio.com/api/mcp
HfY4RTp08YeBNRYm
Read-only portfolio tools
OAuth with PKCE
Revoke from Settings
Stocks, ETFs, crypto, cash
View Fillfolio plansMCP contract on GitHubOfficial MCP Registry

Fillfolio MCP

https://fillfolio.com/api/mcp

Connected

What is my Fillfolio net worth across stocks, ETFs, and crypto?

get_portfolio_summary

Net worth
$54,167.84
Holdings
$45,747.84
Cash
$8,420.00
Example Fillfolio holdings returned by MCP
SymbolTypeValue
VTIETF$12,814.20
NVDAStock$3,229.56
BTCCrypto$29,704.08

6

read-only MCP tools

Paid

included with Fillfolio plans

OAuth

revoke from Settings anytime

Install

Copy the endpoint and OAuth client ID into the client you already use.

The machine URL is https://fillfolio.com/api/mcp. Transport is Streamable HTTP. Use the Fillfolio MCP OAuth client ID HfY4RTp08YeBNRYm as a public PKCE client and leave the secret blank. These cards copy config. They do not skip Fillfolio OAuth.

ChatGPT

Open Settings, then Connectors, and add an MCP server. Use Streamable HTTP and this URL. Paste the Fillfolio OAuth client ID from this page. Leave the secret blank, then sign in with Fillfolio.

https://fillfolio.com/api/mcp

Claude

Add a custom MCP connector in Claude and paste this Streamable HTTP URL. In Advanced settings, paste the Fillfolio OAuth client ID. Leave the secret blank, then sign in.

https://fillfolio.com/api/mcp

Claude Code

Run this command in a terminal. It already includes the Fillfolio OAuth client ID and callback port 1455. Finish Fillfolio sign-in when prompted.

claude mcp add --transport http --client-id HfY4RTp08YeBNRYm --callback-port 1455 fillfolio https://fillfolio.com/api/mcp

Cursor

Paste this remote MCP config. If Cursor asks for an OAuth client ID, use the Fillfolio client ID from this page and leave the secret blank, then sign in.

{
  "mcpServers": {
    "fillfolio": {
      "url": "https://fillfolio.com/api/mcp"
    }
  }
}

Codex

Add this block to ~/.codex/config.toml. If Codex asks for an OAuth client ID, use the Fillfolio client ID from this page and leave the secret blank, then sign in.

[mcp_servers.fillfolio]
url = "https://fillfolio.com/api/mcp"

Workflow

From Fillfolio to an approved AI client in three steps.

Product details stay on this page. Connection examples live in the public contract. Revoke a grant from Settings when you are done.

  1. 01

    Use a paid Fillfolio account

    MCP is included with paid plans. Connect brokerages, wallets, and cash so the assistant reads a complete net worth picture.

  2. 02

    Paste the install config

    Copy the endpoint, OAuth client ID, Claude Code command, Cursor JSON, or Codex config from the cards above. Complete OAuth with PKCE. Fillfolio never displays access tokens.

  3. 03

    Ask for holdings, cash, and activity

    The client can read summaries, stocks, ETFs, crypto, cash, debt, and activity. Revoke the grant from Settings when you are done.

MCP tools

The portfolio views you already use, as read-only tools.

Overview

get_portfolio_summarylist_portfolios

Holdings

list_holdingsget_asset

Cash and activity

list_cash_and_liabilitieslist_activity

Questions

Straight answers about Fillfolio MCP.

What can an AI client read from Fillfolio MCP?

An approved client can read net worth, portfolios, stock and ETF holdings, funds, crypto, currency, cash, liabilities, activity, and exact asset details already in your Fillfolio account.

Can Fillfolio MCP trade or change my portfolio?

No. Fillfolio MCP is read-only. It cannot trade, transfer, approve, sign, write holdings, or refresh connected providers.

Which AI clients work with Fillfolio MCP?

Copy the Streamable HTTP endpoint and the Fillfolio MCP OAuth client ID into ChatGPT, Claude, Claude Code, Cursor, Codex, or another MCP host, then complete Fillfolio OAuth with PKCE. Leave the client secret blank. Dynamic client registration stays off.

How do I revoke MCP access?

Revoke the client from Fillfolio Settings. Token refresh does not restore a revoked grant. Tokens are never displayed in Fillfolio.

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Examples are illustrative and are not live account data. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.