Fillfolio MCP server

Fillfolio MCP

Read-only Model Context Protocol (MCP) access to Fillfolio, a portfolio net worth tracker for stocks, ETFs, funds, crypto, currency, cash, and liabilities.

Connect Claude, Cursor, ChatGPT, or another MCP host to a paid Fillfolio account. The client can read portfolio summaries, holdings, cost basis, cash and debt, activity, and exact asset details. It cannot trade, move money, change holdings, or see credentials.

Product docs: fillfolio.com/mcp MCP endpoint: https://fillfolio.com/api/mcp OAuth client ID: HfY4RTp08YeBNRYm Official MCP Registry: com.fillfolio/mcp

Fillfolio MCP returns the same normalized portfolio already in your account: brokerage holdings, wallet balances, manual lots, cash, credit-card debt, and net worth. Responses include freshness and unavailable FX-rate states. Provider APIs are not called from an MCP request. Revoke access in Fillfolio Settings. Tokens are never displayed.

Connect

Use Streamable HTTP. Put tokens in the Authorization: Bearer header only. Query-string tokens are rejected.

Paste the Fillfolio MCP OAuth client ID as a public PKCE client and leave the secret blank. Dynamic client registration is off. Do not send ChatGPT or Claude metadata URLs as clientid. Request Clerk OIDC scopes (openid, email, profile, offlineaccess). Fillfolio copies mcp:read and the tool scopes onto the grant after it accepts the token.

Cursor example (~/.cursor/mcp.json or project MCP config):

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

If Cursor asks for an OAuth client ID, use HfY4RTp08YeBNRYm and leave the secret blank, then sign in.

Claude Code:

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

Codex (~/.codex/config.toml):

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

If Codex asks for an OAuth client ID, use HfY4RTp08YeBNRYm and leave the secret blank, then sign in.

ChatGPT and Claude web: add a Streamable HTTP connector at https://fillfolio.com/api/mcp, paste the same client ID, leave the secret blank, then sign in with Fillfolio.

Claude Desktop and other local MCP hosts can use a Streamable HTTP bridge such as mcp-remote:

{
  "mcpServers": {
    "fillfolio": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://fillfolio.com/api/mcp"]
    }
  }
}

Use the same OAuth client ID if the bridge asks for one.

Tools

Shortened. The full README is on GitHub.