About Fillfolio MCP
Fillfolio MCP is an MCP server in the Finance category: read-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.
Install
git clone https://github.com/fillfolio/portfolio-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (6)
get_asset`holdings:read`
Parameters not published.
get_portfolio_summary`portfolio:read`
Parameters not published.
list_activity`activity:read`
Parameters not published.
list_cash_and_liabilities`accounts:read`
Parameters not published.
list_holdings`holdings:read`
Parameters not published.
list_portfolios`portfolio:read`
Parameters not published.
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