Sharesight MCP Server

A Model Context Protocol (MCP) server that provides AI assistants with access to the Sharesight portfolio tracking platform via the v3 API.

Overview

This MCP server enables Claude and other AI assistants to interact with Sharesight accounts, allowing natural language queries and operations on investment portfolios, holdings, custom investments, and performance reports.

What is Sharesight?

Sharesight is a portfolio tracking platform that helps investors track their stocks, ETFs, mutual funds, and other investments across multiple markets. It provides performance reporting, dividend tracking, and tax reporting features.

What is MCP?

The Model Context Protocol is an open standard that enables AI assistants to securely connect to external data sources and tools.

Features

This server exposes 27 tools covering all Sharesight v3 API endpoints:

Portfolio Management

Holdings Management

Custom Investments

Custom Investment Prices

Coupon Rates (Fixed Interest)

Performance Reports

Other

Prerequisites

• Node.js 18+ - Required runtime

• Sharesight Account - With API access enabled

• OAuth2 Credentials - Client ID and Secret from Sharesight

Installation

Option 1: Use via npx (Recommended)

No installation required! Configure your MCP client to run directly via npx:

Option 2: Global Install

Then configure with:

Option 3: From Source

Authentication

This server supports two authentication methods:

Method 1: OAuth with Client Credentials (Recommended)

Provide your Sharesight OAuth client credentials. The server handles token refresh automatically after initial setup:

1. Register your application with Sharesight to get client_id and client_secret

2. Run the one-time authentication setup (see below)

3. Configure the MCP server with your credentials

4. Subsequent runs: Tokens are stored in ~/.sharesight-mcp/tokens.json and refreshed automatically

Method 2: Static Access Token (Legacy)

If you already have an access token, you can use it directly:

Note: You'll need to manually refresh this token when it expires.

Configuration

Claude Desktop Configuration

Add to your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

If you installed from source, use the absolute path instead:

One-Time Authentication Setup

Before using the MCP server, you need to complete a one-time OAuth authentication. This must be done in a terminal (not through Claude) since it requires interactive input.

Using npx (Recommended):

The CLI will prompt you for your Client ID and Client Secret.

If installed from source:

The authentication flow will:

1. Prompt for Client ID and Client Secret (if not in environment)

2. Display a URL to open in your browser

3. Ask you to log in and authorize the application

4. Prompt you to paste the authorization code

5. Save tokens to ~/.sharesight-mcp/tokens.json

After successful authentication, tokens are saved and you won't need to authorize again unless they're revoked or you delete the tokens file.

Token Storage

OAuth tokens are stored at:

• Linux/macOS: ~/.sharesight-mcp/tokens.json

• Windows: %USERPROFILE%\.sharesight-mcp\tokens.json

To re-authorize, delete this file and restart the server.

Usage Examples

Once configured, you can interact with Sharesight using natural language:

Portfolio Queries

• "Show me all my portfolios"

• "What holdings do I have in my retirement portfolio?"

• "Get the details for portfolio ID 12345"

Performance Analysis

• "What's my portfolio performance for 2024?"

• "Show me a performance report from January to June grouped by market"

• "Compare my portfolio against the S&P 500 (SPY.NYSE)"

Holdings Management

• "List all my holdings"

• "What's the cost base for my Apple shares?"

• "Enable dividend reinvestment for holding 67890"

Custom Investments

• "Create a custom investment for my property at 123 Main St"

• "Add a price of $500,000 for my property investment dated today"

• "List all my custom investments"

Reports

• "What are my total gains this financial year?"

• "Break down my performance by country"

• "Show me the performance chart data for the last 12 months"

Project Structure

Development

Adding New Tools

1. Add the endpoint method to src/sharesight-client.ts

2. Add types to src/types.ts if needed

3. Add the tool definition in src/index.ts (in the tools array)

4. Add the case handler in the CallToolRequestSchema handler

API Reference

This server implements the Sharesight v3 API. Key concepts:

Date Formats

All dates use YYYY-MM-DD format in the portfolio's timezone.

Pagination

List endpoints support cursor-based pagination:

• page: Cursor from previous response

• per_page: Items per page (default: 50, max: 100)

Grouping Options

Performance reports support grouping by:

• market - Stock exchange

• country - Country of listing

• currency - Trading currency

• investment_type - Type of investment

• industry_classification - FactSet industry

• sector_classification - FactSet sector

• portfolio - Individual portfolio (for consolidated views)

• custom_group - User-defined groups

• ungrouped - No grouping

Investment Types

Custom investments support these types:

• ORDINARY - Ordinary shares

• WARRANT - Warrants

• SHAREFUND - Share funds

• PROPFUND - Property funds

• PREFERENCE - Preference shares

• STAPLEDSEC - Stapled securities

• OPTIONS - Options

• RIGHTS - Rights

• MANAGED_FUND - Managed funds

• FIXED_INTEREST - Fixed interest (bonds, term deposits)

• PIE - Portfolio Investment Entity

Error Handling

The server returns errors in this format:

Common errors:

• 401 - Invalid or expired access token

• 403 - Token revoked or insufficient permissions

• 404 - Resource not found

• 422 - Validation error (check field values)

Security Notes

• Never commit credentials (client secrets, access tokens) to version control

• Use environment variables for sensitive configuration

• Token storage: Tokens are stored in ~/.sharesight-mcp/tokens.json - ensure this location is secured

• Automatic refresh: When using OAuth credentials, tokens are refreshed automatically

• Revoke access: Use the revoke_api_access tool or delete ~/.sharesight-mcp/tokens.json to disconnect

License

MIT

Support

• Sharesight Support: support@sharesight.com

• API Documentation: https://api.sharesight.com/doc/api/v3

• MCP Protocol: https://modelcontextprotocol.io/