ghostfolio-mcp

mhajder/ghostfolio-mcp

3.2

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Ghostfolio MCP Server is a Python-based server providing advanced access to Ghostfolio portfolio management and financial data.

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Ghostfolio MCP Server

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
  • 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

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

Installation

Prerequisites

  • Python 3.11 or higher
  • Access to a Ghostfolio instance
  • Valid Ghostfolio API token
  1. Clone the repository:
git clone https://github.com/mhajder/ghostfolio-mcp.git
cd ghostfolio-mcp
  1. Install dependencies:
# Using UV (recommended)
uv sync

# Or using pip
pip install -e .
  1. Configure environment variables:
cp .env.example .env
# Edit .env with your Ghostfolio URL and token
  1. Run the server:
# Using UV
uv run python run_server.py

# Or directly with Python
python run_server.py

# Or using the installed script
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 .

# Setup pre-commit hooks
uv run pre-commit install

Configuration

Environment Variables

# 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=100
RATE_LIMIT_WINDOW_MINUTES=1

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

Portfolio Analysis 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 orders from your portfolio, optionally filtered by account

Market Data & Symbol Tools

  • get_market_data_admin: Get overview of market data loaded in your Ghostfolio instance
  • get_market_data: Get market data for a specific symbol from a data source
  • get_market_data_for_asset: Get market data for a specific asset
  • get_symbol_data: Get symbol data for a specific asset from a data source
  • get_historical_data: Get historical data for a specific symbol on a specific date
  • lookup_symbols: Search for symbols using a query string

Asset Information Tools

  • get_asset_profile: Get asset profile information for a specific symbol

Data Import Tools

  • import_transactions: Import transactions into your portfolio (write operation)

User Management Tools

  • get_user_info: Get user information and settings

Security & Safety Features

Read-Only Mode

The server supports a read-only mode that disables all write operations for safe monitoring:

READ_ONLY_MODE=true

When enabled, this mode prevents any modifications to your portfolio data while still allowing full read access to all information.

Tag-Based Tool Filtering

You can disable specific categories of tools by setting disabled tags:

GHOSTFOLIO_DISABLED_TAGS=portfolio,symbol,import

Available tags include:

  • portfolio - Portfolio analysis and performance tools
  • symbol - Symbol lookup and data tools
  • account - Account management tools
  • import - Data import tools
  • admin - Administrative tools
  • market-data - Market data tools
  • asset - Asset profile tools
  • user - User information tools

Rate Limiting

The server supports rate limiting to control API usage and prevent abuse. If enabled, requests are limited per client using a sliding window algorithm.

Enable rate limiting by setting the following environment variables in your .env file:

RATE_LIMIT_ENABLED=true
RATE_LIMIT_MAX_REQUESTS=100   # Maximum requests allowed per window
RATE_LIMIT_WINDOW_MINUTES=1   # Window size in minutes

If RATE_LIMIT_ENABLED is set to true, the server will apply rate limiting middleware. Adjust RATE_LIMIT_MAX_REQUESTS and RATE_LIMIT_WINDOW_MINUTES as needed for your environment.

SSL/TLS Configuration

The server supports SSL certificate verification and custom timeout settings:

GHOSTFOLIO_VERIFY_SSL=true    # Enable SSL certificate verification
GHOSTFOLIO_TIMEOUT=30         # Connection timeout in seconds

Data Sources

Ghostfolio supports multiple data sources for market data and symbols:

  • YAHOO - Yahoo Finance data source
  • COINGECKO - CoinGecko for cryptocurrency data
  • MANUAL - Manually entered data
  • And other configured data sources in your Ghostfolio instance

When using tools that require a data source parameter, specify the appropriate source for your asset type.

Contributing

  1. Fork the repository
  2. Create a feature branch (git checkout -b feature/amazing-feature)
  3. Make your changes
  4. Run tests and ensure code quality (uv run pytest && uv run ruff check .)
  5. Commit your changes (git commit -m 'Add amazing feature')
  6. Push to the branch (git push origin feature/amazing-feature)
  7. Open a Pull Request

License

GNU Affero General Public License - see LICENSE file for details.