# Fillfolio MCP

Provides read-only access to Fillfolio portfolios, cash balances, debts, and budgets directly inside your AI coding assistant.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI
- Author: fillfolio
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/fillfolio/portfolio-mcp
- Updated: 2026-10-17
- HTML: https://affpapa.org/en/nevibecode/mcp/fillfolio-mcp

## What it 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.

## Requirements
- Remote server: `https://fillfolio.com/api/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http mcp https://fillfolio.com/api/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add fillfolio-mcp --url https://fillfolio.com/api/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "fillfolio-mcp": {
            "url": "https://fillfolio.com/api/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "fillfolio-mcp": {
            "type": "http",
            "url": "https://fillfolio.com/api/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http fillfolio-mcp https://fillfolio.com/api/mcp
```

## When to use it
- 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
- 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

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