import

MCP tool from Ghostfolio MCP by mhajder

Data import tools

How to use it

import is exposed by the Ghostfolio MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the import tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.

Install Ghostfolio MCP

$uvx ghostfolio-mcp

FULL GHOSTFOLIO MCP LISTING

Other tools in Ghostfolio MCP (39)

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_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)