MCP

Connect your AI assistant to your portfolio

FinGather provides a Model Context Protocol (MCP) server that lets AI assistants — such as Claude, ChatGPT, or Cursor — interact directly with your portfolio data. Query holdings, analyze performance, search tickers, add transactions, and generate tax reports — all through natural conversation.

How to connect (3 steps):

Generate an API key in the FinGather app (Settings → MCP API Keys)
Add the MCP server to your AI client configuration with the endpoint URL and Bearer token auth
Start asking your AI assistant about your portfolio

Typical MCP client config:

{
  "mcpServers": {
    "fingather": {
      "url": "https://www.fingather.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

`search_tickers`

Search for tickers by symbol or company name

Parameter	Type	Required	Description
`query`	`string`	Yes	Ticker symbol or company name to search for (e.g. "AAPL" or "Apple")
`limit`	`integer`	No	Maximum number of results (default 20, max 50) Default: `20`

`get_tax_report`

Get realized gains, dividends, fees, and taxes for a given year

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes
`year`	`integer`	Yes

`list_strategies`

List portfolio allocation strategies with target percentages

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`get_rebalancing`

Get suggested buy/sell orders to rebalance a portfolio to its strategy target allocations

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`strategyId`	`integer`	Yes	Strategy ID (use list_strategies to find IDs)
`cashToInvest`	`string`	No	Additional cash to invest in portfolio currency (default "0")
`allowSelling`	`boolean`	No	Whether the suggestions may include sell orders (default false)

`list_goals`

List financial goals with current progress towards each target

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`list_transactions`

List transactions with optional filters for type, date range, and search text

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID
`limit`	`integer`	No	Maximum number of results (default 50, max 200) Default: `50`
`offset`	`integer`	No	Pagination offset (default 0)
`search`	`null\|string`	No	Search text (matches ticker symbol or notes)
`actionType`	`null\|string`	No	Filter by type: Buy, Sell, Dividend, Tax, Fee, DividendTax
`dateFrom`	`null\|string`	No	Filter transactions on or after this date (YYYY-MM-DD)
`dateTo`	`null\|string`	No	Filter transactions on or before this date (YYYY-MM-DD)

`add_transaction`

Record a new buy, sell, dividend, or fee transaction

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes	Portfolio ID to add the transaction to
`assetId`	`integer`	Yes	Asset ID (use list_assets to find existing assets)
`actionType`	`string`	Yes	Transaction type: Buy, Sell, Dividend, Tax, Fee, DividendTax
`units`	`string`	Yes	Number of units (use negative for sells if needed, but prefer "Sell" type)
`price`	`string`	Yes	Price per unit in the given currency
`currency`	`string`	Yes	ISO 4217 currency code for the price (e.g. USD)
`date`	`string`	Yes	Transaction date (YYYY-MM-DD)
`fee`	`string`	No	Brokerage fee (default "0")
`feeCurrency`	`null\|string`	No	ISO 4217 currency code for the fee (defaults to transaction currency)
`tax`	`string`	No	Tax paid (default "0")
`taxCurrency`	`null\|string`	No	ISO 4217 currency code for the tax (defaults to transaction currency)
`notes`	`null\|string`	No	Optional notes

`list_portfolios`

List all portfolios for the user

`get_portfolio_summary`

Get current value, returns, and performance metrics for a portfolio

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`list_assets`

List all open holdings in a portfolio with performance data

Parameter	Type	Required	Description
`portfolioId`	`integer`	Yes

`get_asset_detail`

Get detailed performance data for a single holding

Parameter	Type	Required	Description
`assetId`	`integer`	Yes