Fillfolio MCP — Claude Code MCP server: what it does, how to install
Provides read-only access to Fillfolio portfolios, cash balances, debts, and budgets directly inside your AI coding assistant.
claude mcp add --transport http mcp https://fillfolio.com/api/mcpWhat Fillfolio MCP does
This server operates as a managed endpoint at https://fillfolio.com/api/mcp. Self-hosting is not supported. The interface exposes ten read-only tools covering portfolio summaries, asset balances, and spending limits. It cannot execute transactions or modify balances.
Authentication relies on OAuth with the mcp:read scope and PKCE S256. Clients send the token inside an Authorization: Bearer header, keeping secrets out of prompts or configuration files. Financial payloads arrive in structured JSON envelopes. Missing values stay null rather than zero, and the asOf timestamp indicates when the payload was generated rather than a live market quote.
Connecting your data requires an active paid Fillfolio plan.
What it helps with
- Inspect portfolio net worth, debt value, and asset breakdown
- Review posted spending and income totals by currency
- Check monthly budget limits against actual expenses
- Retrieve lists of stock, ETF, and crypto holdings
Example prompts for the agent
- Fetch my portfolio summary and calculate current debt coverage
- List my budget categories and compare them against this month's spending
- Show all active holdings across stocks and crypto
How to install Fillfolio MCP
Platform CLI: remote server
claude mcp add --transport http mcp https://fillfolio.com/api/mcpPlatform CLI: remote server
codex mcp add fillfolio-mcp --url https://fillfolio.com/api/mcpConfig file
{
"mcpServers": {
"fillfolio-mcp": {
"url": "https://fillfolio.com/api/mcp"
}
}
}Config file
{
"servers": {
"fillfolio-mcp": {
"type": "http",
"url": "https://fillfolio.com/api/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http fillfolio-mcp https://fillfolio.com/api/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Fillfolio MCP
How to install Fillfolio MCP in Claude Code?
Run claude mcp add --transport http fillfolio-mcp https://fillfolio.com/api/mcp and complete the browser authentication prompt.
What does Fillfolio MCP do?
It allows AI assistants to inspect Fillfolio portfolio assets, banking transactions, debt totals, and budgets in read-only mode.
Can I self-host this MCP server locally?
No, the repository provides interface definitions for the hosted endpoint at https://fillfolio.com/api/mcp, and access requires an eligible paid plan.
