Ghostfolio (Investment Tracker) MCP Server for LlamaIndexGive LlamaIndex instant access to 9 tools to Create Account, Create Activity, Delete Activity, and more
GDPR Free for SubscribersLlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Ghostfolio (Investment Tracker) as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
Ask AI about this MCP Server for LlamaIndex
The Ghostfolio (Investment Tracker) MCP Server for LlamaIndex is a standout in the Productivity category — giving your AI agent 9 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
Geminiimport asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Ghostfolio (Investment Tracker). "
"You have 9 tools available."
),
)
response = await agent.run(
"What tools are available in Ghostfolio (Investment Tracker)?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Ghostfolio (Investment Tracker) MCP Server
Connect your Ghostfolio instance to any AI agent to monitor your net worth and manage your investment portfolio through natural conversation.
LlamaIndex agents combine Ghostfolio (Investment Tracker) tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Portfolio Performance — Get high-level summaries of your portfolio's performance and statistics.
- Holdings & Valuations — Retrieve detailed lists of current holdings with real-time market valuations.
- Activity Tracking — Record new transactions (BUY, SELL, DIVIDEND, INTEREST, FEE) or delete existing ones.
- Account Management — List, create, and update your investment accounts directly.
- Market Data — Fetch the latest market prices for any asset symbol supported by Ghostfolio.
The Ghostfolio (Investment Tracker) MCP Server exposes 9 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — credentials fully managed, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 9 Ghostfolio (Investment Tracker) tools available for LlamaIndex
When LlamaIndex connects to Ghostfolio (Investment Tracker) through Vinkius, your AI agent gets direct access to every tool listed below — spanning wealth-management, portfolio-tracking, investment-analysis, and more. Every call runs in a secure, isolated environment with full audit visibility. Beyond a simple connection, you get real-time monitoring of agent activity, enterprise governance, and optimized token usage.
Create account on Ghostfolio (Investment Tracker)
Provide the account details as a JSON payload. Create a new investment account
Create activity on Ghostfolio (Investment Tracker)
Create a new investment activity
Delete activity on Ghostfolio (Investment Tracker)
Delete a specific activity
Get market data price on Ghostfolio (Investment Tracker)
Get the latest price for a specific symbol
Get portfolio holdings on Ghostfolio (Investment Tracker)
Get current holdings and their valuations
Get portfolio summary on Ghostfolio (Investment Tracker)
Get a summary of the portfolio performance
List accounts on Ghostfolio (Investment Tracker)
List all investment accounts
List activities on Ghostfolio (Investment Tracker)
) from Ghostfolio. Retrieve a list of all activities
Update account on Ghostfolio (Investment Tracker)
Update account details
Connect Ghostfolio (Investment Tracker) to LlamaIndex via MCP
Follow these steps to wire Ghostfolio (Investment Tracker) into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind Vinkius.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Ghostfolio (Investment Tracker) MCP Server
LlamaIndex provides unique advantages when paired with Ghostfolio (Investment Tracker) through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Ghostfolio (Investment Tracker) tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Ghostfolio (Investment Tracker) tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Ghostfolio (Investment Tracker), a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Ghostfolio (Investment Tracker) tools were called, what data was returned, and how it influenced the final answer
Ghostfolio (Investment Tracker) + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Ghostfolio (Investment Tracker) MCP Server delivers measurable value.
Hybrid search: combine Ghostfolio (Investment Tracker) real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Ghostfolio (Investment Tracker) to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Ghostfolio (Investment Tracker) for fresh data
Analytical workflows: chain Ghostfolio (Investment Tracker) queries with LlamaIndex's data connectors to build multi-source analytical reports
Example Prompts for Ghostfolio (Investment Tracker) in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Ghostfolio (Investment Tracker) immediately.
"Give me a summary of my portfolio performance."
"List all my investment accounts in Ghostfolio."
"Record a purchase of 10 shares of AAPL at $185.50 in my Main Brokerage account."
Troubleshooting Ghostfolio (Investment Tracker) MCP Server with LlamaIndex
Common issues when connecting Ghostfolio (Investment Tracker) to LlamaIndex through Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpGhostfolio (Investment Tracker) + LlamaIndex FAQ
Common questions about integrating Ghostfolio (Investment Tracker) MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
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