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mhajder

Ghostfolio MCP Server

by mhajder

Import Transactions

import_transactions

Import a batch of buy/sell transactions into your Ghostfolio portfolio to bulk load historical data or migrate records from other platforms.

Instructions

Import transactions into your portfolio. This is a write operation.

Imports a batch of transactions (buy/sell orders) into your Ghostfolio portfolio. This is useful for bulk importing historical data or transactions from other platforms.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesTransaction data in the format expected by Ghostfolio API. Should contain an 'activities' list. Each activity must have: 'currency', 'dataSource', 'date' (ISO-8601, e.g. 2021-09-15T00:00:00.000Z), 'quantity', 'symbol', 'type' (BUY, SELL, etc), 'unitPrice', and usually 'fee' (can be 0).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observedv1.5.0

TDQS

A3.5/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description explicitly states it is a write operation, and the annotations already indicate readOnlyHint=false. It adds useful batch-import context beyond the annotations, but does not cover duplicate handling, whether existing transactions are affected, or required permissions. With annotations present, this level is acceptable.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is short and front-loaded, but the second paragraph largely restates the first: both mention importing transactions into the portfolio. 'This is a write operation' also duplicates what readOnlyHint=false already conveys, so not every sentence earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The schema carries significant detail and an output schema exists, so the description doesn't need to explain return values. However, it could more explicitly distinguish batch import environment behavior from create_activity and clarify what happens on conflict or re-import. Adequate but with clear gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema already provides 100% coverage with a detailed description of the expected 'activities' list and required fields. The tool description adds no parameter-level semantics, so the baseline of 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb and resource ('Import transactions into your portfolio') and adds that it handles a batch of buy/sell orders. It is not as explicit as naming sibling alternatives, but the batch framing distinguishes it from single-activity tools like create_activity.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It provides a clear use case: 'useful for bulk importing historical data or transactions from other platforms.' This signals when the tool is appropriate, though it does not explicitly state when not to use it or name a preferred alternative.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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