Wealthfolio
Integrates with Wealthfolio to provide real-time portfolio data, valuations, account management, and historical performance analytics through a Model Context Protocol interface compatible with OpenWebUI and automation tools.
What is Wealthfolio?
Wealthfolio is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to integrates with wealthfolio to provide real-time portfolio data, valuations, account management, and historical performance analytics through a model context protocol interface compatible with openweb...
Integrates with Wealthfolio to provide real-time portfolio data, valuations, account management, and historical performance analytics through a Model Context Protocol interface compatible with OpenWebUI and automation tools.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Integrates with Wealthfolio to provide real-time portfolio d
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx wealthfolio-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Wealthfolio
What is Wealthfolio?
Wealthfolio is a Model Context Protocol (MCP) server that integrates with wealthfolio to provide real-time portfolio data, valuations, account management, and historical performance analytics through a model context protocol interface compatible with openwebui and automation tools. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Wealthfolio?
Follow the installation instructions on the Wealthfolio GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Wealthfolio?
Wealthfolio works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Wealthfolio free to use?
Yes, Wealthfolio is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up Wealthfolio 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
Ready to use Wealthfolio?
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