Ghostfolio MCP

Name: Ghostfolio MCP
Author: mhajder

by mhajderversion 1.8.1i★ –iRuns on your computer

Registry nameio.github.mhajder/ghostfolio-mcp

Install

Overview

Description from the maker (original English)

MCP server for Ghostfolio portfolio management and financial data access

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs on your computer
Transport: stdio, Streamable HTTP
Category: Accounting, finance & tax
You need to fill in: GHOSTFOLIO_URL, GHOSTFOLIO_TOKEN

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: GHOSTFOLIO_URL, GHOSTFOLIO_TOKEN, GHOSTFOLIO_VERIFY_SSL, GHOSTFOLIO_TIMEOUT, READ_ONLY_MODE, GHOSTFOLIO_DISABLED_TAGS, LOG_LEVEL, RATE_LIMIT_ENABLED, RATE_LIMIT_MAX_REQUESTS, RATE_LIMIT_WINDOW_MINUTES, TOOL_SEARCH_ENABLED, TOOL_SEARCH_STRATEGY, TOOL_SEARCH_MAX_RESULTS

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

PyPIPython’s uv installed (for the uvx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "ghostfolio": {
      "command": "uvx",
      "args": [
        "ghostfolio-mcp"
      ],
      "env": {
        "GHOSTFOLIO_URL": "your-value",
        "GHOSTFOLIO_TOKEN": "your-value",
        "GHOSTFOLIO_VERIFY_SSL": "your-value",
        "GHOSTFOLIO_TIMEOUT": "your-value",
        "READ_ONLY_MODE": "your-value",
        "GHOSTFOLIO_DISABLED_TAGS": "your-value",
        "LOG_LEVEL": "your-value",
        "RATE_LIMIT_ENABLED": "your-value",
        "RATE_LIMIT_MAX_REQUESTS": "your-value",
        "RATE_LIMIT_WINDOW_MINUTES": "your-value",
        "TOOL_SEARCH_ENABLED": "your-value",
        "TOOL_SEARCH_STRATEGY": "your-value",
        "TOOL_SEARCH_MAX_RESULTS": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add ghostfolio --env GHOSTFOLIO_URL=your-value --env GHOSTFOLIO_TOKEN=your-value --env GHOSTFOLIO_VERIFY_SSL=your-value --env GHOSTFOLIO_TIMEOUT=your-value --env READ_ONLY_MODE=your-value --env GHOSTFOLIO_DISABLED_TAGS=your-value --env LOG_LEVEL=your-value --env RATE_LIMIT_ENABLED=your-value --env RATE_LIMIT_MAX_REQUESTS=your-value --env RATE_LIMIT_WINDOW_MINUTES=your-value --env TOOL_SEARCH_ENABLED=your-value --env TOOL_SEARCH_STRATEGY=your-value --env TOOL_SEARCH_MAX_RESULTS=your-value -- uvx ghostfolio-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "ghostfolio": {
      "command": "uvx",
      "args": [
        "ghostfolio-mcp"
      ],
      "env": {
        "GHOSTFOLIO_URL": "your-value",
        "GHOSTFOLIO_TOKEN": "your-value",
        "GHOSTFOLIO_VERIFY_SSL": "your-value",
        "GHOSTFOLIO_TIMEOUT": "your-value",
        "READ_ONLY_MODE": "your-value",
        "GHOSTFOLIO_DISABLED_TAGS": "your-value",
        "LOG_LEVEL": "your-value",
        "RATE_LIMIT_ENABLED": "your-value",
        "RATE_LIMIT_MAX_REQUESTS": "your-value",
        "RATE_LIMIT_WINDOW_MINUTES": "your-value",
        "TOOL_SEARCH_ENABLED": "your-value",
        "TOOL_SEARCH_STRATEGY": "your-value",
        "TOOL_SEARCH_MAX_RESULTS": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "ghostfolio": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "ghostfolio-mcp"
      ],
      "env": {
        "GHOSTFOLIO_URL": "your-value",
        "GHOSTFOLIO_TOKEN": "your-value",
        "GHOSTFOLIO_VERIFY_SSL": "your-value",
        "GHOSTFOLIO_TIMEOUT": "your-value",
        "READ_ONLY_MODE": "your-value",
        "GHOSTFOLIO_DISABLED_TAGS": "your-value",
        "LOG_LEVEL": "your-value",
        "RATE_LIMIT_ENABLED": "your-value",
        "RATE_LIMIT_MAX_REQUESTS": "your-value",
        "RATE_LIMIT_WINDOW_MINUTES": "your-value",
        "TOOL_SEARCH_ENABLED": "your-value",
        "TOOL_SEARCH_STRATEGY": "your-value",
        "TOOL_SEARCH_MAX_RESULTS": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

GHOSTFOLIO_URL required env
Ghostfolio base URL (e.g., https://domain.tld:3333)
GHOSTFOLIO_TOKEN secret required env
Ghostfolio API token for authentication
GHOSTFOLIO_VERIFY_SSL env
Verify SSL certificates (true/false)
GHOSTFOLIO_TIMEOUT env
Request timeout in seconds
READ_ONLY_MODE env
Enable read-only mode to restrict write operations
GHOSTFOLIO_DISABLED_TAGS env
Comma-separated list of tags to disable tools for
LOG_LEVEL env
Logging level (DEBUG, INFO, WARNING, ERROR, CRITICAL)
RATE_LIMIT_ENABLED env
Enable rate limiting
RATE_LIMIT_MAX_REQUESTS env
Maximum requests per rate limit window
RATE_LIMIT_WINDOW_MINUTES env
Rate limit window in minutes
TOOL_SEARCH_ENABLED env
Enable FastMCP tool search transform
TOOL_SEARCH_STRATEGY env
Tool search strategy (bm25 or regex)
TOOL_SEARCH_MAX_RESULTS env
Maximum tool search results returned by search_tools

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account mhajder, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 1732 servers in this category
Published to the registry more recently than 72% of the other 1732 servers in this category
Basic checks equal to or better than 100% of the other 1732 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Ghostfolio MCP safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: GHOSTFOLIO_URL, GHOSTFOLIO_TOKEN

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.8.1) reached the registry 14 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv), Docker on your computer.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

Alternatives

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

Ghostfolio MCP Server

Let AI agents analyze and manage your Ghostfolio investment portfolio

Installation · Tools · Configuration · Security

Ghostfolio MCP Server is a Python-based Model Context Protocol (MCP) server designed to provide advanced, programmable access to Ghostfolio portfolio management and financial data. It exposes a modern API for querying, analyzing, and managing your investment portfolio through Ghostfolio's comprehensive features. The server supports both read and write operations, robust security features, and is suitable for integration with automation tools, financial dashboards, and custom portfolio management applications.

✨ Features

Core Features

Query portfolio performance, holdings, and positions with flexible time ranges
Retrieve comprehensive investment data including dividends, returns, and allocations
Access detailed market data, asset profiles, and historical price information
Monitor portfolio metrics, benchmarks, and performance comparisons
Track orders, transactions, and account balances across multiple accounts
Search and lookup financial symbols, stocks, ETFs, and other assets
Get user information, settings, and account details

Management Operations

Create and manage investment accounts with different currencies and platforms
Create, delete, and manage individual transactions and activities
Import transactions and historical data from other platforms
Configure read-only mode to restrict all write operations for safe monitoring
Support for bulk transaction imports and portfolio data management
Monitor system health and platform availability

Advanced Capabilities

Rate limiting and API security features
Real-time portfolio monitoring and performance tracking
Comprehensive logging and audit trails
SSL/TLS support and configurable timeouts
Extensible with custom middlewares and tag-based tool filtering
Optional tool-search transform for large tool catalogs
Bearer token or OIDC/OAuth authentication for HTTP transports

🚀 Installation

Prerequisites

Python 3.11 to 3.15
Access to a Ghostfolio instance
Valid Ghostfolio API token

Quick Install from PyPI

The easiest way to get started is to install from PyPI:

# Using UV (recommended)

uvx ghostfolio-mcp

Or using pip

pip install ghostfolio-mcp

Remember to configure the environment variables for your Ghostfolio instance before running the server:

# Create environment configuration

export GHOSTFOLIO_URL=https://domain.tld:3333 export GHOSTFOLIO_TOKEN=your-ghostfolio-token

For more details, visit: https://pypi.org/project/ghostfolio-mcp/

Install from Source

Clone the repository:

git clone https://github.com/mhajder/ghostfolio-mcp.git

cd ghostfolio-mcp

Install dependencies:

# Using UV (recommended)

uv sync

Or using pip

pip install -e .

Configure environment variables:

cp .env.example .env

Edit .env with your Ghostfolio URL and token

Run the server:

# Using UV (recommended)

uv run ghostfolio-mcp

Or using the installed command directly

ghostfolio-mcp

Development Setup

For development with additional tools:

# Clone and install with development dependencies

git clone https://github.com/mhajder/ghostfolio-mcp.git cd ghostfolio-mcp uv sync --group dev

Run tests

uv run pytest

Run with coverage

uv run pytest --cov=src/

Run linting and formatting

uv run ruff check . uv run ruff format .

Run type checking

uv run ty check .

Setup prek hooks

uv run prek install

🔧 Configuration

Environment Variables

A blank or whitespace-only value counts as unset and uses the default. Boolean settings accept true/false, 1/0, yes/no and on/off (any case). Any other value stops the server at startup, so a typo cannot silently turn read-only mode or TLS verification off.

# Ghostfolio Connection Details

GHOSTFOLIO_URL=https://domain.tld:3333 GHOSTFOLIO_TOKEN=your-ghostfolio-token

SSL Configuration

GHOSTFOLIO_VERIFY_SSL=true GHOSTFOLIO_TIMEOUT=30

Read-Only Mode

Set READ_ONLY_MODE true to disable all write operations (put, post, delete)

READ_ONLY_MODE=false

Disabled Tags

Comma-separated list of tags to disable tools for (empty by default)

Example: GHOSTFOLIO_DISABLED_TAGS=portfolio,symbol

GHOSTFOLIO_DISABLED_TAGS=

Logging Configuration

LOG_LEVEL=INFO

Rate Limiting (requests per minute)

Set RATE_LIMIT_ENABLED true to enable rate limiting

RATE_LIMIT_ENABLED=false RATE_LIMIT_MAX_REQUESTS=60 RATE_LIMIT_WINDOW_MINUTES=1

Tool Search Transform (Optional)

Set TOOL_SEARCH_ENABLED true to replace full tool listings with search_tools + call_tool

TOOL_SEARCH_ENABLED=false

Search strategy: bm25 (natural language) or regex (pattern match)

TOOL_SEARCH_STRATEGY=bm25

Maximum number of tools returned by search_tools

TOOL_SEARCH_MAX_RESULTS=5

Sentry Error Tracking (Optional)

Set SENTRY_DSN to enable error tracking and performance monitoring

SENTRY_DSN=https://your-key@o12345.ingest.us.sentry.io/6789

Optional Sentry configuration

SENTRY_TRACES_SAMPLE_RATE=1.0

SENTRY_SEND_DEFAULT_PII=false

SENTRY_ENVIRONMENT=production

SENTRY_RELEASE=1.2.3

SENTRY_PROFILE_SESSION_SAMPLE_RATE=1.0

SENTRY_PROFILE_LIFECYCLE=trace

SENTRY_ENABLE_LOGS=true

MCP Transport Configuration

Transport type: 'stdio' (default), 'sse' (Server-Sent Events), or 'http' (HTTP Streamable)

'streamable-http' is accepted as an alias for 'http'. Any other value stops

the server at startup.

MCP_TRANSPORT=stdio

HTTP Transport Settings (used when MCP_TRANSPORT=sse or MCP_TRANSPORT=http)

Host to bind the HTTP server (default: 127.0.0.1)

MCP_HTTP_HOST=127.0.0.1

Port to bind the HTTP server (default: 8000)

MCP_HTTP_PORT=8000

Optional bearer token for authentication (leave empty for no auth)

MCP_HTTP_BEARER_TOKEN=

OIDC / OAuth Authentication (optional, for remote hosting)

Set all four to enable; takes precedence over MCP_HTTP_BEARER_TOKEN

OIDC_CONFIG_URL=https://id.example.com/.well-known/openid-configuration

OIDC_CLIENT_ID=

OIDC_CLIENT_SECRET=

OIDC_BASE_URL=https://ghostfolio-mcp.example.com

Optional OIDC settings

OIDC_REDIRECT_PATH=/auth/callback

OIDC_REQUIRED_SCOPES=

OIDC_ALLOWED_REDIRECT_URIS=

OIDC_VERIFY_ID_TOKEN=false

OIDC_FORWARD_RESOURCE=false

Sentry Error Tracking & Monitoring (Optional)

The server optionally supports Sentry for error tracking, performance monitoring, and debugging. Sentry integration is completely optional and only initialized if configured.

Installation

To enable Sentry monitoring, install the optional dependency:

# Using UV (recommended)

uv sync --extra sentry

Configuration

Enable Sentry by setting the SENTRY_DSN environment variable in your .env file:

# Required: Sentry DSN for your project

SENTRY_DSN=https://your-key@o12345.ingest.us.sentry.io/6789

Optional: Performance monitoring sample rate (0.0-1.0, default: 1.0)

SENTRY_TRACES_SAMPLE_RATE=1.0

Optional: Include personally identifiable information (default: false).

When true, tool inputs and outputs (portfolio data) are sent to Sentry.

SENTRY_SEND_DEFAULT_PII=false

Optional: Environment name (e.g., "production", "staging")

SENTRY_ENVIRONMENT=production

Optional: Release version (auto-detected from package if not set)

SENTRY_RELEASE=1.2.2

Optional: Profiling - continuous profiling sample rate (0.0-1.0, default: 1.0)

SENTRY_PROFILE_SESSION_SAMPLE_RATE=1.0

Optional: Profiling - lifecycle mode for profiling (default: "trace")

Options: "all", "continuation", "trace"

SENTRY_PROFILE_LIFECYCLE=trace

Optional: Enable log capture as breadcrumbs and events (default: true)

SENTRY_ENABLE_LOGS=true

Features

When enabled, Sentry automatically captures:

Exceptions & Errors: All unhandled exceptions with full context
Performance Metrics: Request/response times and traces
MCP Integration: Detailed MCP server activity and interactions
Logs & Breadcrumbs: Application logs and event trails for debugging
Context Data: Environment, client info, and request parameters

Getting a Sentry DSN

Create a free account at sentry.io
Create a new Python project
Copy your DSN from the project settings
Set it in your .env file

Disabling Sentry

Sentry is completely optional. If you don't set SENTRY_DSN, the server will run normally without any Sentry integration, and no monitoring data will be collected.

🧰 Available Tools

Account Management Tools

get_accounts: Get all accounts in your portfolio including account types and balances
get_account_balances: Get account balances for a specific account
create_account: Create a new account in your portfolio
delete_account: Delete an existing account from your portfolio (destructive operation)
get_account_details: Get details for a specific account
update_account: Update settings or details of an existing account
transfer_account_balance: Transfer cash balances between two accounts
create_account_balance: Set an account's balance for a specific date in its balance history (defaults to today)
delete_account_balance: Delete a single entry from an account's balance history

Portfolio & Transaction Management Tools

get_portfolio_performance: Get portfolio performance data including returns, benchmarks, and performance metrics
get_portfolio_holdings: Get portfolio holdings and positions including allocations and asset breakdowns
get_portfolio_details: Get comprehensive portfolio details including accounts, positions, and summary
get_position: Get position details for a specific symbol from a data source
get_investments: Get investment data grouped by time period showing cash flows and contributions
get_dividends: Get dividend data grouped by time period showing dividend payments and yield
get_orders: Get all activities/orders from your portfolio, optionally filtered by account
create_activity: Create a single new transaction/activity in your portfolio (BUY, SELL, DIVIDEND, INTEREST, FEE, etc.), optionally with tags
update_activity: Update an existing activity/transaction, including its tags; fields you don't pass keep their current values
delete_activity: Delete a single activity/transaction by its ID (destructive operation)

Benchmark Tools

get_benchmarks: Get all configured benchmarks
`get_

Only the beginning is shown; read the rest in the repo

Ghostfolio MCP

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

Ghostfolio MCP Server

✨ Features

Core Features

Management Operations

Advanced Capabilities

🚀 Installation

Prerequisites

Quick Install from PyPI

Or using pip

Install from Source

Or using pip

Edit .env with your Ghostfolio URL and token

Or using the installed command directly

Development Setup

Run tests

Run with coverage

Run linting and formatting

Run type checking

Setup prek hooks

🔧 Configuration

Environment Variables

SSL Configuration

Read-Only Mode

Set READ_ONLY_MODE true to disable all write operations (put, post, delete)

Disabled Tags

Comma-separated list of tags to disable tools for (empty by default)

Example: GHOSTFOLIO_DISABLED_TAGS=portfolio,symbol

Logging Configuration

Rate Limiting (requests per minute)

Set RATE_LIMIT_ENABLED true to enable rate limiting

Tool Search Transform (Optional)

Set TOOL_SEARCH_ENABLED true to replace full tool listings with search_tools + call_tool

Search strategy: bm25 (natural language) or regex (pattern match)

Maximum number of tools returned by search_tools

Sentry Error Tracking (Optional)

Set SENTRY_DSN to enable error tracking and performance monitoring

SENTRY_DSN=https://your-key@o12345.ingest.us.sentry.io/6789

Optional Sentry configuration

SENTRY_TRACES_SAMPLE_RATE=1.0

SENTRY_SEND_DEFAULT_PII=false

SENTRY_ENVIRONMENT=production

SENTRY_RELEASE=1.2.3

SENTRY_PROFILE_SESSION_SAMPLE_RATE=1.0

SENTRY_PROFILE_LIFECYCLE=trace

SENTRY_ENABLE_LOGS=true

MCP Transport Configuration

Transport type: 'stdio' (default), 'sse' (Server-Sent Events), or 'http' (HTTP Streamable)

'streamable-http' is accepted as an alias for 'http'. Any other value stops

the server at startup.

HTTP Transport Settings (used when MCP_TRANSPORT=sse or MCP_TRANSPORT=http)

Host to bind the HTTP server (default: 127.0.0.1)

MCP_HTTP_HOST=127.0.0.1

Port to bind the HTTP server (default: 8000)

MCP_HTTP_PORT=8000

Optional bearer token for authentication (leave empty for no auth)

MCP_HTTP_BEARER_TOKEN=

OIDC / OAuth Authentication (optional, for remote hosting)

Set all four to enable; takes precedence over MCP_HTTP_BEARER_TOKEN