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

Q: Can I manage multiple investment accounts?

Yes, you can view and modify all your accounts. Use listaccounts to see what is active, createaccount to add a new brokerage, and updateaccount to modify existing details.

Track your net worth and log trades directly inside Claude Desktop with the Ghostfolio MCP Server.

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Connect Ghostfolio (Investment Tracker) MCP to Claude Desktop

Create your Vinkius account to connect Ghostfolio (Investment Tracker) to Claude Desktop 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 Desktop

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Real-time portfolio valuation

The `get_portfolio_summary` tool pulls your current net worth, total performance, and asset allocation directly into your chat. Your agent reads this data to show exactly where your money is without making you open a web browser. You can pair this with `get_portfolio_holdings` to see a detailed breakdown of individual positions. This lets you ask specific questions about your stock, crypto, or ETF weightings and get immediate, calculated answers.

Automated transaction logging

The `create_activity` tool records new buys, sells, or dividend payments directly from your conversation. Instead of manually filling out web forms, you just tell your agent what you bought and let it register the trade. If you make a mistake, `delete_activity` removes the incorrect entry instantly. You can also run `list_activities` to verify your transaction history before committing to new entries with this MCP setup.

Account and market monitoring

The `list_accounts` tool displays all your active investment accounts to keep your tracking organized. Your agent uses this context to make sure transactions land in the correct bucket. Running `get_market_data_price` gets the latest price for any supported ticker symbol. This helps you calculate current market values before updating your records.

Setup guide

Set up Ghostfolio (Investment Tracker) MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Ghostfolio (Investment Tracker) MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Ghostfolio (Investment Tracker) MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under ghostfolio-investment-tracker-mcp.

json

{
  "mcpServers": {
    "ghostfolio-investment-tracker-mcp": {
      "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.

Why Choose Vinkius

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

You configure this by editing your local config file. Add the MCP Server under your server key with the required environment variables. Once you restart the app, the tools appear under the hammer icon.

Yes, you can record transactions using conversational commands. Your agent invokes `create_activity` with the ticker, quantity, and price. This updates your portfolio without manual data entry.

This integration supports nine core tools for managing your wealth. These include `get_portfolio_summary` for performance, `create_activity` for trades, and `list_accounts` for account management. Your agent selects the right tool based on your prompt.

Yes, you can view and modify all your accounts. Use `list_accounts` to see what is active, `create_account` to add a new brokerage, and `update_account` to modify existing details.

This MCP Server runs locally on your machine inside a secure sandbox. Your Ghostfolio API keys and transaction data never pass through third-party servers. All communication travels directly between your local client and your self-hosted or cloud instance.

Use it with your favorite AI tools

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