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Ghostfolio MCP

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by mhajder

MCP server for Ghostfolio management

ghostfoliomcpmcp-servermcp-tools

Install

$uvx ghostfolio-mcp

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Tools (40)

account

Account management tools (create, delete, update, get accounts)

add_market_data_points

Add one or more market data points for an asset (typically a MANUAL data source — Ghostfolio rejects writes for auto-fetched sources)

add_to_watchlist

Add a symbol to the user's watchlist

create_account

Create a new account in your portfolio

create_activity

Create a single new transaction/activity in your portfolio (BUY, SELL, DIVIDEND, INTEREST, FEE, etc.)

delete_account

Delete an existing account from your portfolio (destructive operation)

delete_activity

Delete a single activity/transaction by its ID (destructive operation)

delete_asset_profile

Delete an asset profile (destructive operation; may delete associated activities and market data depending on backend rules)

export_portfolio

Export portfolio activities/transactions data as JSON

get_account_balances

Get account balances for a specific account

get_account_details

Get details for a specific account

get_accounts

Get all accounts in your portfolio including account types and balances

get_asset_profile

Get asset profile information for a specific symbol

get_benchmark_performance

Compare portfolio performance against a benchmark symbol starting from a specific date

get_benchmarks

Get all configured benchmarks

get_dividends

Get dividend data grouped by time period showing dividend payments and yield

get_dividends_for_import

Fetch historical dividend data formatted for import for a specific symbol

get_exchange_rate

Get the exchange rate for a given currency symbol on a specific date

get_health

Get system health status of the Ghostfolio backend service

get_historical_data

Get historical data for a specific symbol on a specific date

get_investments

Get investment data grouped by time period showing cash flows and contributions

get_market_data_for_asset

Get market data for a specific asset

get_orders

Get all activities/orders from your portfolio, optionally filtered by account

get_platforms

Get list of available platforms (brokers, exchanges, etc.) for account tracking

get_portfolio_details

Get comprehensive portfolio details including accounts, positions, and summary

get_portfolio_holdings

Get portfolio holdings and positions including allocations and asset breakdowns

get_portfolio_performance

Get portfolio performance data including returns, benchmarks, and performance metrics

get_position

Get position details for a specific symbol from a data source

get_symbol_data

Get symbol data for a specific asset from a data source

get_user_info

Get user information and settings

get_watchlist

Get all items in the user's watchlist

import

Data import tools

import_transactions

Import transactions into your portfolio (bulk import operation)

lookup_symbols

Search for symbols using a query string

portfolio

Portfolio analysis and performance tools

remove_from_watchlist

Remove a symbol from the user's watchlist

symbol

Symbol lookup and data tools

transfer_account_balance

Transfer cash balances between two accounts

update_account

Update settings or details of an existing account

upsert_asset_profile

Create-or-update an asset profile (idempotent; tolerates Ghostfolio's HTTP 500 on the create step and relies on the subsequent PATCH as the source of truth)