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.

Create an access token Connection steps

Connect in four steps

  1. 01

    Create a personal access token

    Sign in, open Settings → Chat agents, name the connection, and select Create token. The secret is shown once. Store it in your agent’s secret or environment-variable settings—never paste it into a chat message.

  2. 02

    Add the MCP server

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

    https://api.simplyportfolio.app/mcp

    Configure the token as an Authorization: Bearer … secret. This beta works with MCP clients that support custom bearer tokens. Clients that require an OAuth “Connect account” flow are not supported yet.

  3. 03

    Codex configuration

    Put the token in SIMPLYPORTFOLIO_TOKEN, then add this to your Codex config.toml: 

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

    Other clients use the same URL and bearer token; their settings screen or configuration syntax may differ.

  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.

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?

Create a named token for your agent. You can see when it was last used and revoke it at any time.

Open Settings