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mhajder

Ghostfolio MCP Server

by mhajder

Upsert Asset Profile

upsert_asset_profile
Idempotent

Create or update an asset profile in Ghostfolio by posting an empty record, then patching metadata to set name, currency, asset class, and optional sub-class.

Instructions

Create-or-update an asset profile.

POSTs an empty profile-data record (idempotent — Ghostfolio returns HTTP 500 on both duplicate-create and some first-time-create paths while still persisting the record, so this tolerates 500). Then PATCHes metadata (name, currency, asset class, optional sub-class). PATCH is the source of truth — if the profile doesn't exist after the POST, PATCH will surface a 404. Calling twice with the same input yields the same end state.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesHuman-readable name for the asset
symbolYesSymbol/ticker of the asset. Permanent — renaming orphans associated activities and market data
currencyYesCurrency code of the asset (e.g., 'USD', 'CHF', 'EUR')
asset_classYesAsset class: 'EQUITY', 'FIXED_INCOME', 'REAL_ESTATE', 'COMMODITY', 'LIQUIDITY' (cash), or 'ALTERNATIVE_INVESTMENT'. Note: Ghostfolio's enum does not include 'CASH' — use 'LIQUIDITY'
data_sourceYesData source for the symbol. Typically 'MANUAL' — Ghostfolio rejects profile-data writes for auto-fetched sources
asset_sub_classNoOptional asset sub-class (e.g., 'MUTUALFUND', 'CASH', 'ETF')

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

A4.7/5.0
Behavior5/5

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

The description goes well beyond the annotations by disclosing the POST-then-PATCH sequence, tolerance of Ghostfolio's HTTP 500 on first-time and duplicate creates, PATCH as the source of truth, the 404 consequence if the POST did not persist, and the same-end-state guarantee across repeated calls. This is rich, accurate behavioral context.

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

Conciseness5/5

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

The description is three sentences long, front-loaded with the core purpose, and packs in essential behavioral details without repeating the schema's parameter descriptions or padding the text.

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

Completeness5/5

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

The tool has unusual error behavior and a two-step write path, and the description covers all of it: idempotency, 500 tolerance, 404 surfacing, and final-state guarantee. The output schema exists, so explaining return values is unnecessary.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3, but the description adds operation-to-parameter mapping: name, currency, asset_class, and asset_sub_class are PATCHed metadata, while the POST concerns the profile-data record. This helps an agent reason about which parameters participate in which step.

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

Purpose5/5

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

The description opens with 'Create-or-update an asset profile,' a specific verb+resource statement that clearly differentiates it from get_asset_profile and delete_asset_profile. The two-step POST/PATCH mechanism further removes ambiguity about what the tool does.

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?

The first sentence establishes the exact trigger for using this tool: when an asset profile needs to be created or updated. It does not explicitly name alternatives or exclusion conditions, but the sibling list contains no equivalent create-or-update tool, so the usage context is clear.

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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