Fillfolio

Read-only MCP for Fillfolio portfolios

Connect an approved AI client to your paid Fillfolio account at https://fillfolio.com/api/mcp.

This server exposes portfolio summaries, holdings, cash and liabilities, activity, portfolios, and exact asset details. It never writes, trades, refreshes providers, or exposes credentials.

Access uses Clerk OAuth/OIDC with PKCE and the mcp:read scope. Grants can be revoked from Settings. MCP responses are normalized and may include freshness or unavailable-rate metadata.

Fillfolio retains only pseudonymous grant and audit metadata. Your AI client controls its own conversation retention. Tokens are never displayed or stored by Fillfolio.

Provider APIs are never called from an MCP request. The response contains only normalized data already available to your account, with explicit freshness and unavailable states.