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

Run live portfolio data and record transactions inside your editor using Cursor and this MCP Server.

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Connect Ghostfolio (Investment Tracker) MCP to Cursor

Create your Vinkius account to connect Ghostfolio (Investment Tracker) to Cursor 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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Live data injection in code

The `get_portfolio_holdings` tool retrieves your exact financial holdings directly into your coding workspace. Cursor uses this live data to generate functional scripts rather than relying on placeholder arrays. Developers can test financial models using their actual asset allocations. This ensures your code works with real-world balance structures before you push to production.

Direct transaction ledger management

The `create_activity` tool registers new trades directly from your terminal or chat panel. You do not need to leave your code editor to log a stock purchase or dividend payment using this MCP Server. To clean up testing data, `delete_activity` removes specific transaction IDs instantly. You can query your full history first using `list_activities` to find the exact records you need to modify.

Account structure configuration

The `list_accounts` tool lists your active portfolios so you can map transactions to the right destination. Your AI agent reads this list to prevent orphaned transactions. You can modify account parameters on the fly using `update_account` or spin up new test profiles with `create_account`. This keeps your development environment perfectly synced with your actual financial setup.

Setup guide

Set up Ghostfolio (Investment Tracker) MCP in Cursor

Prerequisites

  • Cursor installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP Settings

    Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".

  2. 2

    Add the Ghostfolio (Investment Tracker) MCP

    Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Enable Agent mode

    Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.

  4. 4

    Verify the connection

    Ask Cursor something like "List my recent Ghostfolio (Investment Tracker) transactions." If the MCP tools are loaded correctly, Cursor will call the Ghostfolio (Investment Tracker) tools automatically. You can also check Settings → MCP for a green status indicator.

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

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 Cursor

You add the configuration to your mcp configuration file. Specify the command, arguments, and your API credentials under the servers section. Once saved, Cursor's agent mode will immediately recognize the MCP tools.
Yes, Cursor can read your actual holdings to write custom scripts. The agent calls `get_portfolio_holdings` to pull your data, then writes precise code based on your real positions. This eliminates manual copy-pasting.
Yes, you have full control over your transactions and accounts. You can run `create_activity` to log trades or `update_account` to edit details. The agent handles the JSON payloads for you.
The `get_market_data_price` tool fetches the latest price for any symbol. This helps you calculate current valuations or write scripts that trigger alerts when a stock hits a target.
Yes, your API credentials remain stored locally in your configuration file. No financial data or secret keys are shared with external indexers. This MCP setup ensures all transactions are sent directly to your designated endpoint.

Start using the Ghostfolio (Investment Tracker) MCP today

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