Truthifi — Claude Code MCP server: household accounts and portfolio

What Truthifi does

The server runs on Truthifi's side at https://api.truthifi.com/mcp over Streamable HTTP, and sign-in uses OAuth with Dynamic Client Registration. You authenticate with Truthifi in a browser, so bank or brokerage credentials never pass through the assistant. The repository ships documentation, client configs and agent skills only — there is nothing to build or run locally.

It exposes 34 tools. They return your linked accounts and how deep the history goes for each, groups and goals, details on the advisors tied to your accounts drawn from public regulatory records, positions on a given day, a breakdown of the portfolio by asset class, sector, industry and country, single-stock exposure including what you hold inside funds, allocation across market-cap sizes, balance and return history against a benchmark, fees split by type, transactions, spending and income flows, plus assets and liabilities you track by hand. Three tools write data inside Truthifi; the rest only read.

Bank and brokerage access is read-only: no tool can move money, place a trade or change settings at your institution. Some tools spend credits, so a free plan hits limits. A Truthifi account is required, and what you see for a given institution depends on what the data partner returns.