portfolio-mcp-skills

Project information

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

Fifteen MIT Agent Skills help AI assistants review stored Fillfolio portfolios, stocks, ETFs, funds, crypto, cash, debt, investment activity, bank spending and budgets, or query the public brokerage, exchange, bank and blockchain connection catalog. Fourteen workflows use authenticated Fillfolio MCP tools; the public connection catalog uses an unauthenticated HTTP endpoint. The AI client handles authentication and model usage.

The skills are free. Authenticated workflows require an eligible paid Fillfolio account, 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. The chosen AI service receives returned financial records; hiding dashboard amounts masks only the panel.

Snapshot: October 16, 2026, commit 31d7ed31ce9c97e4a2db289245b8cc4cc3a2c4a5. This copy may lag behind GitHub. Support: https://github.com/fillfolio/portfolio-mcp-skills/issues Current releases: https://github.com/fillfolio/portfolio-mcp-skills/releases Product documentation: https://fillfolio.com/mcp Operator: VMPRO LLC

agent-skills