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

Q: How do I install the Ghostfolio (Investment Tracker) MCP Server in Windsurf?

Open your mcpconfig.json file in the /.codeium/windsurf/ directory. Add the server details under the mcpServers key, then click Refresh in the MCP panel. You can also use the built-in MCP Marketplace for a one-click install.

The Windsurf MCP Server handles your Ghostfolio investment portfolio, chaining tools to track trades and pull valuations automatically.

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Connect Ghostfolio (Investment Tracker) MCP to Windsurf

Create your Vinkius account to connect Ghostfolio (Investment Tracker) to Windsurf 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 Windsurf

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Analyze Wealth with Windsurf MCP Server

The `get_portfolio_summary` tool gives Windsurf instant access to your overall performance metrics. Cascade reads this data to understand your current financial standing before making any analytical moves. It pulls the numbers straight from Ghostfolio. Using `get_portfolio_holdings`, the agent breaks down your exact asset allocation. You get a clear picture of what you actually own, and Cascade can automatically cross-reference this with external market context. Short, direct asset retrieval.

Automate Trade Logging

Triggering `create_activity` lets Windsurf log your buys, sells, and dividends directly into Ghostfolio. You just paste a broker confirmation into the editor. Cascade parses the text, formats the JSON payload, and pushes the record. The `list_activities` tool pulls your entire transaction history for review. When you need to audit last quarter's trades, the agent grabs the list and formats it into a clean markdown table. No manual data entry required.

Manage Brokerage Connections

Calling `create_account` allows Windsurf to set up new investment buckets on the fly. If you open a new IRA, just tell Cascade the details. It handles the API request instantly. The `update_account` tool keeps your existing broker profiles accurate. If a fee structure changes or you need to rename a portfolio, the agent pushes the update. You stay in the editor while your financial backend stays organized.

Setup guide

Set up Ghostfolio (Investment Tracker) MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Ghostfolio (Investment Tracker) payment history." If connected, Cascade will call the Ghostfolio (Investment Tracker) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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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 Windsurf

Open your mcp_config.json file in the ~/.codeium/windsurf/ directory. Add the server details under the mcpServers key, then click Refresh in the MCP panel. You can also use the built-in MCP Marketplace for a one-click install.

Yes. Cascade can read your trade confirmation emails or CSV exports and push them directly using the activity creation tools. Just drop the raw text into your workspace and tell it to record the transactions.

The agent fetches current valuations via the market data tool. It pulls the latest price for any specific symbol you ask about. This means Cascade can calculate real-time impacts of potential trades before you execute them.

It fixes them instantly. If you notice a duplicate entry, Windsurf can call the delete tool to remove the specific activity. It keeps your ledger accurate without making you open a web browser.

Your asset allocation, trade history, and account balances remain strictly between your local client and your designated backend. Vinkius isolates the connection in a zero-trust V8 sandbox. The agent reads your holdings only when you explicitly ask it to calculate a metric.

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