ghostfolio
Open Source Wealth Management Software. Angular + NestJS + Prisma + Nx + TypeScript 🤍
The Ghostfolio MCP server provides AI assistants with read access to personal wealth management and investment portfolio data. This experimental feature enables AI clients to query portfolio composition, holdings, performance metrics, and investment positions through the Model Context Protocol. When enabled via environment variable, the server exposes portfolio information with restricted read scopes that exclude monetary values. Developers can connect AI assistants to their Ghostfolio instance to analyze investment strategies and portfolio allocation.
Key Features
Use Cases
- 01Let AI assistants analyze portfolio diversification across sectors and geographic regions
- 02Query investment holdings and asset allocation through conversational interfaces
- 03Build AI-powered portfolio analysis tools that read Ghostfolio data
- 04Enable AI assistants to answer questions about investment strategy and composition
- 05Create automated portfolio review workflows using AI clients
- 06Integrate wealth management insights into AI-assisted financial planning sessions
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ghostfolio — FAQ
What is the Ghostfolio MCP server?+
The Ghostfolio MCP server is an experimental Model Context Protocol endpoint that allows AI assistants to read portfolio and investment data from a Ghostfolio wealth management instance. It provides restricted read-only access to holdings, asset allocation, and composition without exposing monetary values.
How do I enable the Ghostfolio MCP server?+
Set the environment variable ENABLE_FEATURE_MCP to true in your Ghostfolio deployment, configure ROOT_URL to your public instance URL if using browser-based clients, then generate an MCP access token in the My Ghostfolio section under Access. Point your MCP client to the /mcp endpoint with the access identifier as the bearer token.
Which AI clients work with the Ghostfolio MCP server?+
Any MCP-compatible AI client can connect to the Ghostfolio MCP server by pointing to the POST /mcp endpoint with proper authorization. This includes Claude Desktop and other clients that support the Model Context Protocol standard.
What are the prerequisites for using this MCP server?+
You need a running Ghostfolio instance (self-hosted or Ghostfolio Premium), PostgreSQL database, and Redis for caching. You must enable the MCP feature via environment variable and generate an MCP-type access token through the Ghostfolio web interface.
Is the Ghostfolio MCP server free to use?+
Yes, the MCP server feature is part of the open source Ghostfolio software licensed under AGPLv3. You can self-host it for free or use Ghostfolio Premium cloud hosting, which requires a subscription to cover infrastructure and data provider costs.
What data can AI assistants access through this MCP server?+
AI assistants can read portfolio composition including asset allocations, holdings, sectors, countries, and performance metrics. The MCP access type has restricted scopes that prevent reading actual monetary values or modifying any portfolio data.
How do I install ghostfolio?+
Open the source repository on GitHub and follow its README. ghostfolio is a mcp server — MCP Agents Market links you directly to the official repo.
Is ghostfolio free?+
ghostfolio is an open-source project hosted on GitHub. Check the repository for its license and any usage requirements.