portfoliq-mcp

Model Context Protocol server that lets any MCP-compatible AI client (Claude Desktop, ChatGPT with MCP, Codex, etc.) access a PortfolIQ account through a personal API key.

Setup

1. Sign in to https://portfoliq.app, open Account → API access, and click New key. Give it a name (e.g. Claude Desktop), pick the scopes you want (read is always included; check write:transactions, write:plans, or write:portfolios only if you want the agent to make those changes for you), and copy the token. It is shown only once.

2. Install the server (from the repo root):

   cd packages/portfoliq-mcp
   npm install

3. Add it to your MCP client config.

   Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json):

   {
     "mcpServers": {
       "portfoliq": {
         "command": "node",
         "args": ["/absolute/path/to/dashboard/packages/portfoliq-mcp/src/index.js"],
         "env": {
           "PORTFOLIQ_API_KEY": "piq_live_your_token_here",
           "PORTFOLIQ_API_URL": "https://portfoliq.app"
         }
       }
     }
   }

Tools exposed

| Tool | Scope | Description | | --- | --- | --- | | get_summary | read | Portfolio totals + day change | | get_holdings | read | Per-ticker holdings + market values | | list_portfolios | read | Portfolios (id, name, currency) | | create_portfolio | write:portfolios | Create a USD or ILS portfolio | | update_portfolio | write:portfolios | Update portfolio settings | | reorder_portfolios | write:portfolios | Set the complete portfolio order | | delete_portfolio | write:portfolios | Delete a portfolio and its transactions | | list_transactions | read | Paginated transaction history | | get_analytics | read | Realised-P/L analytics with date range | | get_portfolio_metrics | read | YTD, annual-return, and beta metrics | | get_trading_calendar | read | Monthly realised P/L and trading activity | | get_pl_history | read | Daily P/L series for the graph | | list_strategies | read | List owned strategies and metrics | | get_strategy_trades | read | Transactions assigned to an owned strategy | | list_marketplace_strategies | read | List public marketplace strategies | | list_position_plans | read | Position plans | | get_position_plan_insights | read | Review attention, final-review tasks, and historical lessons | | list_position_plan_reviews | read | Immutable review history for a plan | | add_transaction | write:transactions | Record a buy or sell | | update_transaction | write:transactions | Correct a transaction | | delete_transaction | write:transactions | Delete a transaction | | create_strategy | write:plans | Create an owned strategy | | update_strategy | write:plans | Update an owned strategy | | delete_strategy | write:plans | Delete and unlink an owned strategy | | import_marketplace_strategy | write:plans | Import a public strategy as a private copy | | create_position_plan | write:plans | Create a plan for a portfolio position | | update_position_plan | write:plans | Update current plan fields without creating a review | | assign_strategy_to_position | write:plans | Assign or unassign a strategy on a plan | | review_position_plan | write:plans | Append an immutable deliberate review | | delete_position_plan | write:plans | Delete a plan and its review history |

Environment

| Variable | Required | Default | Purpose | | --- | --- | --- | --- | | PORTFOLIQ_API_KEY | yes | — | Personal API key from Account → API access | | PORTFOLIQ_API_URL | no | https://portfoliq.app | For self-hosted or local instances |

Rate limit

Personal keys are limited to 120 requests per minute on the server side. A 429 response includes Retry-After in seconds.

Security

• The token is stored only in your MCP client config — never send it to anyone else.
• Revoke a key from Account → API access at any time; it stops working within ~30 seconds.
• Keys never grant access to account settings, admin routes, sign-in methods, or notifications.