portfolio-mcp

Project information

Official public snapshot. Latest source, releases, support, and contributions are on GitHub: https://github.com/fillfolio/portfolio-mcp

This repository contains Fillfolio's public read-only Model Context Protocol contract, connection examples and request-bounding helper under MIT. It covers stored portfolios, stocks, ETFs, funds, crypto, cash, liabilities, investment activity, bank spending and budgets. It does not contain the private Fillfolio application or a self-hostable server.

Fillfolio operates the separate hosted MCP service. Account access requires an eligible paid Fillfolio plan, an accepted OAuth client and user consent. Spending and budgets require bank-spending consent and separate per-client read permissions. Tools cannot trade, transfer money, edit records or refresh providers. Opening a dashboard view shares that view's data with the chat; hiding amounts masks only the panel.

Snapshot: October 16, 2026, commit 86f8b914c33239fbb38ae442ae27f3ca2c490ebc. This copy may lag behind GitHub. Support: https://github.com/fillfolio/portfolio-mcp/issues Product documentation: https://fillfolio.com/mcp Operator: VMPRO LLC

mcp