Truthifi is the financial hub for families, advisors and AI agents: one verified household record they work on together, shared only on the household's terms. This MCP server brings that record into…
truthifi-mcp is an MCP project maintained in the truthifi/truthifi-mcp repository. The maintainer describes its purpose as “Truthifi is the financial hub for families, advisors and AI agents: one verified household record they work on together, shared only on the household's terms…”. Read the project documentation for the complete scope.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_accounts | Lists your linked accounts, and how far back each one's data goes |
| get_groups | Your account groups, goals and wealth buckets |
| get_advisors | Financial advisors linked to your accounts, with details from public regulatory records |
| get_dated_holdings | Your positions in each account on one day (the latest by default) |
| get_composition | How your portfolio splits by asset class, sector, industry or country (top 10 of each) |
| get_equity_concentrations | Your exposure to individual stocks, including what you hold through funds |
| get_market_cap_allocation | How your portfolio splits across market-cap sizes, for stocks and funds separately |
| get_balance_history | Opening and closing balance for each account over a date range |
| get_performance_history | Return, income and gain or loss over a date range, compared with a similar benchmark |
| get_fees | Fees per account, by type: maintenance, margin interest, advisory, commissions, fund fees |
| get_transactions | Individual transactions, filterable and paged |
| get_budget_flow_summary | Spending and income by period and category (excludes card payments and investment income) |
| get_investment_transactions_summary | Buys, sells, dividends and other investment activity, totalled by period |
| get_asset_liabilities | Assets and liabilities you track by hand, such as a home, a car or a mortgage |
| create_asset_liability | Adds one asset or liability you track by hand. Shows a preview first, and saves only after you confirm |
| delete_asset_liability | Permanently deletes one asset or liability you track by hand |
| get_findings | The financial health findings behind your Truthifi Score |
| get_truthifi_score_history | Your Truthifi Score over time |
| get_security_info | Reference details for up to 15 securities per call (fewer on some plans) |
| get_security_distributions | Dividend and capital-gain history for up to 15 securities per call (fewer on some plans), up to 2 years back |
| get_security_news | Recent news by stock ticker or by topic (stock tickers only, not funds) |
| get_truthifi_info | Answers questions about Truthifi, linking accounts and US personal-finance benchmarks |
| run_scan | Refreshes one connection's data right now, instead of waiting for the automatic refresh |
| get_scan_status | Checks how a refresh is going |
| get_subscription_info | Your plan, credits used, and which tools you can use |
| get_subscription_catalog | Every Truthifi plan, with its price, connection limit, features and MCP credits, so you can compare plans |
| connect_account | Gives you a secure link to connect a new bank or brokerage account |
| fix_connections | Gives you a link to fix bank or brokerage connections that aren't refreshing (only when one needs fixing) |
| upgrade | Gives you a link to the plan picker, when a higher plan exists |
| get_prompt_catalog | Ready-made step-by-step prompts, such as a fee audit, a spending review or a tax preview. Instructions only, never account data |
Access Stripe billing and payment tools through its MCP server. Connect with OAuth or a supported agent API key and choose the intended account.
Provides access to real-time and historical stock market data for AI assistants through the Model Context Protocol (MCP).
Give your AI assistant a supervised window into your Interactive Brokers account — balances, positions, live quotes and orders.
Automates trading operations on the Zerodha platform using a natural language interface.
Integrates Binance spot and futures trading operations, enabling automated trading strategies.
Retrieves stock market data and provides trading capabilities using the yfinance library.