How to Use the Ghostfolio (Investment Tracker) MCP in Claude Code

Manage your Ghostfolio MCP Server wealth tracking from the terminal using Claude Code to script trades and fetch portfolio metrics.

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Connect Ghostfolio (Investment Tracker) MCP to Claude Code

Create your Vinkius account to connect Ghostfolio (Investment Tracker) to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Ghostfolio (Investment Tracker) with Claude Code

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Script Ghostfolio MCP Server Trades

The `create_activity` tool lets Claude Code push investment actions straight from your command line. You can pipe a CSV of recent trades into the CLI, and the agent iterates through the rows to log every single buy and sell. Zero graphical interfaces involved. Executing `delete_activity` allows you to programmatically clean up mistaken entries. If a cron job double-posts your monthly dividend, you just tell the terminal agent to wipe the duplicates. Fast, scriptable ledger maintenance.

Pull Headless Wealth Metrics

Hitting `get_portfolio_summary` outputs your core performance data directly to stdout. You can run this in a daily bash script to check your net worth and pipe the result into a slack notification. It strips away the web UI and gives you raw numbers. The `get_portfolio_holdings` tool dumps your exact asset allocation into the terminal. When you need to rebalance, Claude Code grabs the JSON payload, compares it against your target weights, and prints the exact trades required.

Audit Brokerage Connections via CLI

Running `list_accounts` pulls down every active portfolio bucket in your system. SREs and developers can use this to verify that all API connections are functioning correctly after a backend update. The `get_market_data_price` tool fetches the latest ticker valuations on demand. You can string this together with grep and jq to build custom terminal dashboards that monitor your highest conviction positions in real time.

Setup guide

Set up Ghostfolio (Investment Tracker) MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see ghostfolio-investment-tracker-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Ghostfolio (Investment Tracker) transactions." It will automatically discover and invoke the available Ghostfolio (Investment Tracker) tools.

Terminal

claude mcp add --transport http ghostfolio-investment-tracker-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Ghostfolio (Investment Tracker) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "ghostfolio-investment-tracker-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Ghostfolio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Ghostfolio (Investment Tracker) MCP in Claude Code

Run claude mcp add --transport http ghostfolio-server -- . Make sure all flags are positioned before the server name. You can verify the installation by typing claude mcp list.

Yes. You can write a shell script that calls the CLI agent to fetch your portfolio summary every morning at 8 AM. It runs headlessly and can pipe the output directly to a text file or webhook.

It handles bulk imports easily. Feed a formatted text file into the CLI, and the agent will loop through the activity creation tool to populate your ledger. It replaces manual web form entry with terminal speed.

Just ask the agent to quote the ticker. It calls the market data tool and prints the current price. You can chain this command to calculate the exact cost of a planned block trade before executing.

Your ticker symbols, share counts, and total wealth metrics are protected by a strict zero-trust architecture. The Vinkius infrastructure relies on a V8 Isolate Sandbox, meaning the memory space processing your portfolio data is destroyed the moment the CLI command terminates.

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