Agni Folio MCP Server

agnifolio-mcp MCP server License: MIT

Official Model Context Protocol server for Agni Folio — a free, multi-currency wealth & portfolio tracker (stocks, crypto, real estate, fixed deposits, mutual funds, insurance, and loans across 20+ markets).

This is a hosted remote server. There is nothing to install or run — you connect your MCP client to the production endpoint and authenticate with your own Agni Folio account.

Endpoint: https://agnifolio.com/mcp (streamable HTTP)
Auth: OAuth 2.1 with Dynamic Client Registration + PKCE — any MCP client can onboard without pre-registration
Scopes: agnifolio:read, agnifolio:write (per-user, revocable from Settings → Connected AI)
Server card: /.well-known/mcp/server-card.json
Agent skills: /.well-known/agent-skills/index.json
Docs: Connect Your AI · auth.md · llms.txt

Quick connect

Claude (web/desktop): Settings → Connectors → Add custom connector → https://agnifolio.com/mcp → complete the OAuth sign-in.

Cursor / Cline / Continue / other stdio-first clients — bridge via mcp-remote:

{
  "mcpServers": {
    "agnifolio": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://agnifolio.com/mcp"]
    }
  }
}

The first call opens a browser window for the OAuth consent flow; tokens are cached locally by mcp-remote.

Public-tools server (open source, in this repo)

This repo also contains a small runnable MCP server for Agni Folio's public tools — no account needed:

Tool	What it does
`calculate_fire_number`	FIRE number, progress %, years-to-FIRE, Coast FIRE — pure local math
`get_high_interest_products`	Current savings/FD/treasury rates across SG, IN, US (public API)
`find_networth_percentile`	Net-worth percentile by country/age/gender (anonymized public dataset)
`get_agnifolio_info`	About Agni Folio + how to connect to the personal-data server

npm install && npm run build
node dist/index.js          # stdio MCP server

# or via Docker
docker build -t agnifolio-public-mcp .
docker run -i --rm agnifolio-public-mcp

Claude Desktop / Cursor config:

{
  "mcpServers": {
    "agnifolio-public": {
      "command": "node",
      "args": ["/path/to/agnifolio-mcp/dist/index.js"]
    }
  }
}

The public-tools server never sees credentials; personal portfolio data is only available through the hosted OAuth server above.

Tools (23)

Read — portfolio: query_holdings, query_holding_by_symbol, query_account_summary, query_performance_summary, query_classification_warnings

Read — FIRE planning: query_user_fire_status, query_user_coast_fire, query_fire_what_if

Read — crypto & trading: query_crypto_pnl, query_exchange_spot_balances, query_open_positions, query_margin_detail, query_recent_trades

Read — protection & legacy: query_insurance_summary, query_nominees

Write (confirm-gated): add_portfolio_entry, add_transaction, add_insurance_policy, delete_portfolio_entry, parse_text_into_entries, set_crypto_cost_basis, recover_crypto_cost_basis, update_user_fire_goals

Every mutating tool is confirm-before-execute: the change is staged and must be approved inside the Agni Folio app before it takes effect. Every external call — read or write — is recorded in a per-user audit log.

Security model

Per-user OAuth tokens; the server never sees your client's credentials
Scoped access (read vs write) chosen at consent time
Revocation: one click in Settings → Connected AI kills the grant
Confirm-gated writes + full audit trail
Agni Folio is not a brokerage and executes no trades; it is a tracking/analytics tool

About this repository

The server implementation is part of the Agni Folio production backend and is not open source; this repository is the canonical public home for connection docs and issue reports for the MCP surface. Found a problem with a tool? Open an issue or use contact.

agnifolio-mcp