SimplyPortfolio MCP

Tell your chat agent what you bought. Let it handle the form.

Connect an MCP-compatible agent to read your current portfolio and record exact stock, ETF, gold, and silver transactions in SimplyPortfolio. The same account ownership, decimal precision, oversell protection, and plan limits apply as when you use the app.

Connect Claude Connection steps

Connect Claude in four steps

  1. 01

    Open Claude’s connector settings

    In Claude on the web or desktop, open Settings → Connectors and choose Add custom connector. Custom remote connectors may require a paid Claude plan or a workspace administrator to enable them.

  2. 02

    Enter the SimplyPortfolio URL

    Choose Streamable HTTP in your MCP client and use this server URL: 

    https://api.simplyportfolio.app/mcp

    Name it SimplyPortfolio and select Connect. Claude will automatically discover the secure OAuth 2.1 sign-in flow—there is no token to copy or paste.

  3. 03

    Sign in and approve access

    A SimplyPortfolio window opens. Continue with Google, review the read and transaction permissions, then select Allow access. Claude stores a revocable OAuth credential; it never sees your Google password.

  4. 04

    Ask naturally

    “I bought 10 AAPL today at $180 in my IBKR account with a $1 fee. Add it to SimplyPortfolio.”

    The agent can search instruments, list your accounts, read your portfolio, and add one transaction. It is instructed to ask instead of estimating when a required value is missing.

Developer clients and Codex

Clients without browser OAuth can use a personal access token. Open SimplyPortfolio Settings → Chat agents, create a named token, store it in SIMPLYPORTFOLIO_TOKEN, then configure: 

[mcp_servers.simplyportfolio]
url = "https://api.simplyportfolio.app/mcp"
bearer_token_env_var = "SIMPLYPORTFOLIO_TOKEN"
default_tools_approval_mode = "writes"

Never paste a personal token into a conversation. OAuth connections and manual tokens can both be reviewed and revoked from Settings.

What the agent can do

  • • Search stocks, ETFs, gold, and silver
  • • List your SimplyPortfolio accounts
  • • Read holdings, valuation, cost basis, and P&L
  • • Add an exact buy or sell transaction

Stay in control

  • • Keep the token in secret storage, not chat history
  • • Review write-tool details before approving
  • • Use a separate token for each agent
  • • Revoke access immediately from Settings

Ready to connect?

Add the SimplyPortfolio URL in Claude, sign in, and approve the requested permissions. You can disconnect the agent at any time.

View Claude steps