Ghostfolio
MCP server for Ghostfolio portfolio management and financial data access
What is Ghostfolio?
Ghostfolio is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to mcp server for ghostfolio portfolio management and financial data access
MCP server for Ghostfolio portfolio management and financial data access
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- MCP server for Ghostfolio portfolio management and financial
Use Cases
Maintainer
Works with
Installation
PIP
pip install ghostfolio-mcpManual Installation
pip install ghostfolio-mcpConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Ghostfolio
Ghostfolio MCP server is a Python-based MCP bridge that exposes your self-hosted Ghostfolio investment portfolio to AI assistants. It supports both read and write operations including querying portfolio performance, holdings, transactions, dividends, and market data, as well as creating and managing accounts and activities. Engineers and individual investors who run a Ghostfolio instance can use this server to ask natural-language questions about their portfolio, automate data imports, and analyze investment performance without leaving their AI chat interface.
Prerequisites
- Python 3.11 or higher
- A running Ghostfolio instance (self-hosted) with the RESTCONF API accessible
- A valid Ghostfolio API token (generated in Ghostfolio account settings)
- uv or pip installed for package management
- An MCP-compatible client such as Claude Desktop
Install the package from PyPI
Install ghostfolio-mcp from PyPI using pip or uv. The uvx command allows running it directly without a permanent install.
pip install ghostfolio-mcp
# or with uv
uvx ghostfolio-mcpSet required environment variables
Export your Ghostfolio instance URL and API token. The token is found in your Ghostfolio user settings under Security.
export GHOSTFOLIO_URL=https://your-ghostfolio-domain.tld:3333
export GHOSTFOLIO_TOKEN=your-ghostfolio-api-tokenOptional: configure SSL and read-only mode
Set additional environment variables to control SSL verification, request timeout, and whether write operations are allowed.
export GHOSTFOLIO_VERIFY_SSL=true
export GHOSTFOLIO_TIMEOUT=30
export READ_ONLY_MODE=falseTest the server connection
Run the server directly to confirm it connects to your Ghostfolio instance before wiring it into a client.
ghostfolio-mcpAdd to your MCP client configuration
Configure Claude Desktop or another MCP client to launch ghostfolio-mcp with the required environment variables.
Ghostfolio Examples
Client configuration
Add ghostfolio-mcp to claude_desktop_config.json with your Ghostfolio credentials set as environment variables.
{
"mcpServers": {
"ghostfolio": {
"command": "ghostfolio-mcp",
"env": {
"GHOSTFOLIO_URL": "https://your-ghostfolio-domain.tld:3333",
"GHOSTFOLIO_TOKEN": "your-ghostfolio-api-token",
"GHOSTFOLIO_VERIFY_SSL": "true",
"READ_ONLY_MODE": "false"
}
}
}
}Prompts to try
Example prompts that use Ghostfolio portfolio data through the MCP server.
- "What is my current portfolio performance for the past year?"
- "Show me all my holdings and their current allocations by asset class"
- "List all transactions I made in Q1 of this year"
- "What dividends did I receive last quarter?"
- "Search for the symbol AAPL and show me its current market price"Troubleshooting Ghostfolio
Authentication fails with a 401 or 403 error
Verify your GHOSTFOLIO_TOKEN is correct and has not expired. Generate a new token in Ghostfolio under your user profile > Security settings, and update the environment variable.
SSL certificate verification errors when connecting to self-hosted Ghostfolio
If your Ghostfolio instance uses a self-signed certificate, set GHOSTFOLIO_VERIFY_SSL=false for development, or set GHOSTFOLIO_CA_BUNDLE to the path of your CA certificate bundle for production use.
Write operations fail even though READ_ONLY_MODE is false
Ensure your Ghostfolio API token has write permissions. Some tokens are issued as read-only by default. Also confirm your Ghostfolio user account has sufficient privileges to perform the attempted operation.
Frequently Asked Questions about Ghostfolio
What is Ghostfolio?
Ghostfolio is a Model Context Protocol (MCP) server that mcp server for ghostfolio portfolio management and financial data access It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Ghostfolio?
Install via pip with: pip install ghostfolio-mcp. Then configure your AI client to connect to this MCP server.
Which AI clients work with Ghostfolio?
Ghostfolio works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Ghostfolio free to use?
Yes, Ghostfolio is open source and available under the AGPL-3.0 license. You can use it freely in both personal and commercial projects.
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Set Up Ghostfolio in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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