The Sharesight MCP Server enables AI assistants to interact with Sharesight portfolio tracking data through 27 tools covering portfolio management, holdings, custom investments, performance analysis, and account settings.
Portfolio Management: List all portfolios with optional filtering or consolidation, get detailed portfolio information, view holdings within portfolios, and manage user display preferences (chart types, grouping, inclusion of sold shares).
Holdings Management: List all holdings across portfolios, retrieve detailed holding information with options for cost base, average purchase price, or historical values, update Dividend Reinvestment Plan (DRP) settings, and delete holdings.
Custom Investments: Create, read, update, and delete custom/unlisted investments (property, bonds, managed funds, etc.) with support for various investment types including ordinary shares and fixed interest instruments. Manage price history with date-specific pricing entries and handle coupon rates for fixed interest investments with full CRUD operations.
Performance Analysis: Generate detailed performance reports with gains analysis, holdings breakdown, and benchmarks. Retrieve performance index chart data for visualizing portfolio performance over time. Filter and group data by date ranges, country, currency, market, sector, industry, or custom groups.
Account Management: List supported countries and their settings, view, apply, and remove promotional coupon codes, and revoke API access to invalidate all associated tokens.
Authentication: Uses OAuth 2.0 with automatic token refresh and secure local token storage.
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.
Quick Start
Step 1: Get OAuth Credentials
You'll need a Client ID and Client Secret from Sharesight to use this server.
How to get credentials:
Contact Sharesight support at support@sharesight.com to request API access
Visit the Sharesight API documentation for more information
API access may require a specific Sharesight plan
Step 2: Run One-Time Authentication
The CLI will:
Prompt for your Client ID and Client Secret
Display a URL to open in your browser
Ask you to log in to Sharesight and authorize the app
Prompt you to paste the authorization code
Save tokens locally (they refresh automatically)
Step 3: Add MCP Server Configuration
Add to your Claude Desktop config file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Restart Claude Desktop and you're ready to go!
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
Tool | Description |
| List all user portfolios with optional consolidated view |
| Get detailed portfolio information by ID |
| List all holdings within a specific portfolio |
| Get user display preferences for a portfolio |
| Update chart type, grouping, and other display settings |
Holdings Management
Tool | Description |
| List all holdings across all portfolios |
| Get holding details with optional cost base and historical values |
| Update holding settings (DRP configuration) |
| Remove a holding from a portfolio |
Custom Investments
Tool | Description |
| List custom/unlisted investments |
| Get custom investment details |
| Create a new custom investment (property, bonds, etc.) |
| Update custom investment properties |
| Remove a custom investment |
Custom Investment Prices
Tool | Description |
| Get price history for a custom investment |
| Add a new price entry |
| Modify an existing price entry |
| Remove a price entry |
Coupon Rates (Fixed Interest)
Tool | Description |
| List interest rates for fixed interest investments |
| Add a new coupon rate |
| Modify a coupon rate |
| Remove a coupon rate |
Performance Reports
Tool | Description |
| Detailed performance breakdown with gains analysis |
| Chart data for visualizing portfolio performance |
Other
Tool | Description |
| Get Sharesight-supported countries and their settings |
| View applied promotional coupon code |
| Apply a promotional coupon code |
| Remove applied coupon code |
| Disconnect API access (invalidates all tokens) |
Install from Source
Then run auth and configure:
Token Storage
OAuth tokens are stored at:
Linux/macOS:
~/.sharesight-mcp/tokens.jsonWindows:
%USERPROFILE%\.sharesight-mcp\tokens.json
Tokens refresh automatically. To re-authorize, delete the tokens file and run sharesight-mcp auth again.
Error Handling
Common errors:
401 - Invalid or expired access token
403 - Token revoked or insufficient permissions
404 - Resource not found
422 - Validation error (check field values)
Development
License
MIT
Support
Sharesight Support: support@sharesight.com
API Documentation: https://api.sharesight.com/doc/api/v3
MCP Protocol: https://modelcontextprotocol.io/