MCP server for Ghostfolio portfolio management and financial data access
Most developer tooling work still happens through a UI a human drives. Ghostfolio MCP MCP server moves it into the conversation instead. MCP server for Ghostfolio portfolio management and financial data access.
Ghostfolio MCP Server is a Python-based Model Context Protocol (MCP) server designed to provide advanced, programmable access to Ghostfolio portfolio management and financial data. It exposes a modern API for querying, analyzing, and managing your investment portfolio through Ghostfolio's comprehensive features. The server supports both read and write operations, robust security features, and is suitable for integration with automation tools, financial dashboards, and custom portfolio management applications.
The server publishes 14 tools. What each one is for:
get_accounts — Get all accounts in your portfolio including account types and balancesget_account_balances — Get account balances for a specific accountcreate_account — Create a new account in your portfoliodelete_account — Delete an existing account from your portfolio (destructive operation)get_account_details — Get details for a specific accountupdate_account — Update settings or details of an existing accounttransfer_account_balance — Transfer cash balances between two accountsget_portfolio_performance — Get portfolio performance data including returns, benchmarks, and performance metricsget_portfolio_holdings — Get portfolio holdings and positions including allocations and asset breakdownsget_portfolio_details — Get comprehensive portfolio details including accounts, positions, and summaryget_position — Get position details for a specific symbol from a data sourceget_investments — Get investment data grouped by time period showing cash flows and contributionsConfiguration is passed through the environment: GHOSTFOLIO_URL, GHOSTFOLIO_TOKEN, SENTRY_DSN, MCP_HTTP_HOST, MCP_HTTP_BEARER_TOKEN. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.
ghostfolio-mcp on PyPI is all you need. Most clients run it directly, so configuration is a few lines and a restart.
Plenty of developer tooling servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Ghostfolio MCP's toolset — get_accounts, get_account_balances, create_account and 11 more — is a fair guide to whether it matches your workflow. It is maintained by mhajder; worth a glance at recent repository activity before you build anything load-bearing on it.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
| Tool | What it does |
|---|---|
| get_accounts | Get all accounts in your portfolio including account types and balances |
| get_account_balances | Get account balances for a specific account |
| create_account | Create a new account in your portfolio |
| delete_account | Delete an existing account from your portfolio (destructive operation) |
| get_account_details | Get details for a specific account |
| update_account | Update settings or details of an existing account |
| transfer_account_balance | Transfer cash balances between two accounts |
| get_portfolio_performance | Get portfolio performance data including returns, benchmarks, and performance metrics |
| get_portfolio_holdings | Get portfolio holdings and positions including allocations and asset breakdowns |
| get_portfolio_details | Get comprehensive portfolio details including accounts, positions, and summary |
| get_position | Get position details for a specific symbol from a data source |
| get_investments | Get investment data grouped by time period showing cash flows and contributions |
| get_dividends | Get dividend data grouped by time period showing dividend payments and yield |
| get_orders | Get all activities/orders from your portfolio, optionally filtered by account |
{
"mcpServers": {
"ghostfolio": {
"command": "uvx",
"args": ["ghostfolio-mcp"],
"env": {
"GHOSTFOLIO_URL": "your-value",
"GHOSTFOLIO_TOKEN": "your-value",
"SENTRY_DSN": "your-value",
"MCP_HTTP_HOST": "your-value",
"MCP_HTTP_BEARER_TOKEN": "your-value"
}
}
}
}Add to claude_desktop_config.json, then restart Claude Desktop.
| Variable | Description | Required |
|---|---|---|
| GHOSTFOLIO_URL | Endpoint or connection string the server talks to. | Yes |
| GHOSTFOLIO_TOKEN | Credential the server authenticates with. | Yes |
| SENTRY_DSN | Endpoint or connection string the server talks to. | Yes |
| MCP_HTTP_HOST | Endpoint or connection string the server talks to. | Optional |
| MCP_HTTP_BEARER_TOKEN | Credential the server authenticates with. | Yes |
Kill hallucinated APIs — version-accurate, up-to-date library documentation injected straight into context.
Microsoft's official browser automation server — drive a real browser through the accessibility tree, no screenshots needed.
GitHub's official server — repos, issues, pull requests, Actions and code security, straight from your assistant.
Issue tracking at the speed of conversation — Linear's official hosted server with OAuth and zero install.
Local repository surgery — status, diffs, commits, branches and history for any repo on disk.
Timezone sanity for AI — current time anywhere and correct conversions, without the model doing date math.