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Fillfolio MCP

Fillfolio · Banking & Account Aggregation

MCP ServerOfficial

Fillfolio's MCP server gives AI agents read-only access to a user's consolidated net worth: holdings, cost basis, cash and debt across connected accounts. It is listed in the official MCP registry and connects over OAuth at a public remote endpoint. The server cannot trade, move money or change anything in the underlying accounts.

net worthportfolio trackingholdingscost basisread-only
Status
Official
Auth
OAuth
Hosting
Remote
Community rating
Not rated yet
Role
Aggregator

Normalizes several systems behind one interface. Hides many underlying providers behind a single normalized shape. More on Aggregator servers → All seven roles →

Open documentation →

Caveats

  • Paid Fillfolio account required. The server only exposes data for accounts the user has already connected inside Fillfolio.
  • Read-only by design: no trading, transfers or money movement. That limits both the use cases and the blast radius.
  • No public API or tool documentation is published, so the exact tool list is unconfirmed; verify what the server exposes after connecting.
  • Aggregated net worth is a complete financial picture of a household. Treat the OAuth grant as highly sensitive and start with read-only scopes.
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How to connect Fillfolio MCP

Step 1

Remote server: paste a URL

Fillfolio MCP publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://fillfolio.com/api/mcp

Client config snippet

{
  "mcpServers": {
    "fillfolio-mcp": {
      "url": "https://fillfolio.com/api/mcp"
    }
  }
}

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Banking & Account Aggregation.

Onboarding readiness review

A checklist of what is missing before the account can be opened.

Onboard a ClientCRMBanking & Account Aggregation

Using read-only tools only, review my CRM record and any linked account-aggregation data for <client name>. List what is present and what is still missing to open and fund a new account: identity details, address, funding source, beneficiary designations, risk profile, and required disclosures. Output a table of Item / Status / Where it came from. Do not write, update or send anything. If a required field is missing, say so rather than inferring a value.

Guardrail · Read-only. Confirm with compliance before connecting any system that holds client data.

Funding and transfer-in reconciliation

Confirm the money actually landed and matches expectations.

Onboard a ClientCustody & ClearingBanking & Account Aggregation

Read-only: compare the expected funding for <client name> in CRM against the incoming transfers visible in the custody and account-aggregation tools. Show expected vs. received amounts, dates, account numbers masked to the last four digits, and flag any mismatch or missing transfer. Do not initiate, cancel or modify any transfer or trade. Cite which tool each figure came from so I can spot-check it.

Guardrail · Read-only. Verify figures at the source before they reach a client document.

Financial statement cleanup list

What to tidy before a buyer sees the books.

Sell / M&A ReadinessAccounting & TaxBanking & Account Aggregation

Read-only: review my P&L and balance sheet for <period> from the accounting system and reconcile them against the bank and account-aggregation feeds for the same period. List items a buyer would question, personal expenses run through the business, uncategorised transactions, owner compensation treatment, one-off items, plus any transaction visible in the bank feed with no matching entry in the books. Output Item / Amount / Where it appears / Why a buyer asks. Do not post, edit or reclassify anything.

Guardrail · Read-only. Any adjustment goes through your accountant, not a chat tool.

Read the full connection guide →