Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SHARESIGHT_CLIENT_ID | No | Your Sharesight OAuth client ID, obtained by registering your application with Sharesight. | |
| SHARESIGHT_ACCESS_TOKEN | No | A static Sharesight access token (Legacy method). Requires manual refresh when it expires. | |
| SHARESIGHT_CLIENT_SECRET | No | Your Sharesight OAuth client secret, obtained by registering your application with Sharesight. |
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_portfolios | Retrieves a list of the user's portfolios. Optionally filter by consolidated view or instrument. |
| get_portfolio | Retrieves a single portfolio by ID |
| list_portfolio_holdings | Retrieves all holdings for a specific portfolio |
| get_portfolio_user_setting | Retrieves user settings for a portfolio (chart type, grouping, etc.) |
| update_portfolio_user_setting | Updates user settings for a portfolio |
| list_holdings | Retrieves a list of all holdings across all portfolios |
| get_holding | Retrieves details of a specific holding |
| update_holding | Updates a holding (currently supports DRP settings) |
| delete_holding | Deletes a holding |
| list_custom_investments | Retrieves a list of custom investments |
| get_custom_investment | Retrieves a single custom investment by ID |
| create_custom_investment | Creates a new custom investment |
| update_custom_investment | Updates an existing custom investment |
| delete_custom_investment | Deletes a custom investment |
| list_custom_investment_prices | Retrieves prices for a custom investment |
| create_custom_investment_price | Creates a price entry for a custom investment |
| update_custom_investment_price | Updates a price for a custom investment |
| delete_custom_investment_price | Deletes a price for a custom investment |
| list_coupon_rates | Retrieves coupon rates for a fixed interest custom investment |
| create_coupon_rate | Creates a coupon rate for a custom investment |
| update_coupon_rate | Updates a coupon rate |
| delete_coupon_rate | Deletes a coupon rate |
| show_coupon_code | Returns the coupon code applied to the current user |
| apply_coupon_code | Applies a coupon code to the current user |
| delete_coupon_code | Removes the coupon code from the current user |
| get_performance_report | Retrieves the performance report for a portfolio with gains, holdings breakdown, and benchmarks |
| get_performance_index_chart | Returns performance index chart data points for visualizing portfolio performance over time |
| list_countries | Retrieves Sharesight country definitions |
| revoke_api_access | Disconnects API access for the user. Invalidates ALL access and refresh tokens. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |