Mcp
Read-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.
- Transport
- Not stated
- Package
- —
- Registry id
- com.fillfolio/mcp
No install snippet on purpose. A working MCP config is a command, its arguments and an environment block — the last two are where API keys live, so this catalogue never stores them and cannot publish them. Follow the link above for the authors' own instructions.
Fillfolio MCP provides read-only Model Context Protocol access to net worth, holdings, cash, liabilities, and activity for approved AI clients. Fillfolio MCP cannot trade, transfer, approve, sign, write holdings, or refresh connected providers. MCP is included with paid Fillfolio plans.
The MCP server provides 6 read-only tools for portfolio overview, holdings, cash, liabilities, and activity. Users can revoke MCP access from Fillfolio Settings at any time. An approved client can read exact asset details already in the Fillfolio account.
Summary drafted from the project's own website. Every sentence is backed by text on that page and was reviewed before publishing.