Ghostfolio MCP
未认领MCP server for Ghostfolio management
01 / 选择客户端
03 / 添加配置
claude mcp add --transport stdio 'ghostfolio-mcp' -- 'uvx' 'ghostfolio-mcp'04 / 在客户端中确认
打开客户端的 MCP 设置,确认服务器已连接并列出工具。复制配置不代表连接成功。
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浏览完整目录安全概况
已认领和已认证的服务器每周接受一次静态扫描,显示代码能触及的范围(外部服务、环境变量、shell 命令、代理配置目录)以及带有已知公告的依赖。认领此列表即可获得。 安全概况的工作原理
40 个工具中显示 40 个
文档中列出的工具 (40)
内容来自项目文档。服务器握手不会验证每个工具的说明或行为。
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)