Sharesight MCP Server
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. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_portfoliosB | Retrieves a list of the user's portfolios. Optionally filter by consolidated view or instrument. |
| get_portfolioC | Retrieves a single portfolio by ID |
| list_portfolio_holdingsC | Retrieves all holdings for a specific portfolio |
| get_portfolio_user_settingC | Retrieves user settings for a portfolio (chart type, grouping, etc.) |
| update_portfolio_user_settingC | Updates user settings for a portfolio |
| list_holdingsB | Retrieves a list of all holdings across all portfolios |
| get_holdingC | Retrieves details of a specific holding |
| update_holdingC | Updates a holding (currently supports DRP settings) |
| delete_holdingC | Deletes a holding |
| list_custom_investmentsC | Retrieves a list of custom investments |
| get_custom_investmentC | Retrieves a single custom investment by ID |
| create_custom_investmentC | Creates a new custom investment |
| update_custom_investmentC | Updates an existing custom investment |
| delete_custom_investmentC | Deletes a custom investment |
| list_custom_investment_pricesC | Retrieves prices for a custom investment |
| create_custom_investment_priceC | Creates a price entry for a custom investment |
| update_custom_investment_priceC | Updates a price for a custom investment |
| delete_custom_investment_priceC | Deletes a price for a custom investment |
| list_coupon_ratesC | Retrieves coupon rates for a fixed interest custom investment |
| create_coupon_rateC | Creates a coupon rate for a custom investment |
| update_coupon_rateC | Updates a coupon rate |
| delete_coupon_rateC | Deletes a coupon rate |
| show_coupon_codeB | Returns the coupon code applied to the current user |
| apply_coupon_codeC | Applies a coupon code to the current user |
| delete_coupon_codeB | Removes the coupon code from the current user |
| get_performance_reportC | Retrieves the performance report for a portfolio with gains, holdings breakdown, and benchmarks |
| get_performance_index_chartB | Returns performance index chart data points for visualizing portfolio performance over time |
| list_countriesC | Retrieves Sharesight country definitions |
| revoke_api_accessB | 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 | |
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