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MCP / AI connections
Available

Ask your AI about the Fillfolio portfolio you already track.

An eligible paid user can authorize a compatible AI client for read-only access to supported Fillfolio data. Each client needs its own approval, and you can revoke access in Settings. MCP cannot trade, move money, change holdings or budgets, or refresh providers.

Product facts and AI permissions

For one manual portfolio with up to three assets, use Fillfolio Free Portfolio and its separate MCP connection.

https://fillfolio.com/api/mcp

Public OAuth client ID

Public setup information for clients that ask for an OAuth client ID. It identifies Fillfolio’s connection setup; access still requires your sign-in and approval.

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

Read-only

portfolio access

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.

For personal Notion Agent, use the dedicated Notion client and the bounded review workflow in the Notion setup guide.

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

Review connection guides

AI access reads the data already stored in Fillfolio. Review the connection's available records and source timestamps before asking about an account.

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?

An eligible paid user can authorize a compatible AI client for read-only access to supported Fillfolio data. Each client needs its own approval, and you can revoke access in Settings. MCP cannot trade, move money, change holdings or budgets, or refresh providers.

Which AI clients work with Fillfolio MCP?

Compatible clients include ChatGPT, Claude, Claude Code, Cursor and Codex where their account or workspace supports custom MCP connections. Follow the client-specific setup instructions and complete Fillfolio OAuth with PKCE. A working custom connection does not mean a public marketplace listing is available. 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.

Can I ask an AI assistant about my actual Fillfolio portfolio?

An eligible paid user can authorize a compatible AI client for read-only access to supported Fillfolio data. Each client needs its own approval, and you can revoke access in Settings. MCP cannot trade, move money, change holdings or budgets, or refresh providers. Client availability depends on the AI service's account and workspace settings. Sheets installation does not authorize AI access.

Does portfolio AI access also include spending and budgets?

Spending and budget reads require separate permissions for that AI client in Fillfolio Settings. Existing portfolio permissions do not expand automatically. The client reads stored data and cannot change a budget or refresh banks.

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

ULTRA and HYPER also include opted-in bank spending, repeating monthly budgets and separately authorized AI access. Explore Spending & Budgets.