Agni Folio
About
Personal wealth & portfolio tracker — 23 OAuth-scoped tools for holdings, performance, FIRE status, crypto P&L, and confirm-gated transaction writes across 20+ markets.
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- Unknown
- Categories
- Finance, Security, Knowledge Base, Other
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It speaks JSON-RPC 2.0, supports MCP protocol version2025-03-26, and is gated by OAuth 2.1 with PKCE.
- Use the AI you already pay for.If you have Claude Desktop, Cursor, or a Pro plan elsewhere, you don’t need to use Astra inside the Agni Folio web app — your existing AI can answer portfolio questions directly with your real data.
- Bring your own model.Run a local LLM via an MCP-compatible client (Cline, Continue) and keep your portfolio analysis fully on-device after the data is fetched.
- Mix it into wider workflows.Ask your AI to “look at my Agni Folio holdings and compare them to the watchlist in this Notion doc” — MCP lets one assistant pull from many sources in a single conversation.
- Build automations.Any tool that speaks MCP — including custom scripts — can query your portfolio without screen-scraping or unofficial APIs.
Any client that implements MCP2025-03-26with OAuth 2.1 should work out of the box. Tested:
- Open the MCP settings in your AI client.Each client has its own way to add a remote MCP server. Look for a “Remote MCP server” or “Custom MCP server URL” field.
- Claude Desktop
- ChatGPT
- Cursor
- Cline / Continue / othersClaude offers two ways to add a remote MCP server — use whichever your version shows.Option A — Connectors (newer builds, recommended)Go toSettings → Connectors, scroll toCustom connectors, and clickAdd custom connector(markedBETA). Fill in:
- Name— e.g.Agni Folio
- Remote MCP server URL—https://agnifolio.com/mcpLeave theAdvanced settings(OAuth Client ID / Client Secret) blank — Agni Folio uses Dynamic Client Registration, so Claude registers itself automatically. ClickAdd.Option B — Developer → MCP Servers (older builds)InSettings → Developer → MCP Servers, clickAddand enter:
- Which client is requesting access (by name)
- Which scopes it wants:agnifolio:read,agnifolio:write, or both
- The plain-English permissions those scopes grant ClickApproveto grant access, orDenyto abort. We never share your credentials with the AI client — only a scoped access token.
- “List my Agni Folio holdings”
- “What’s my exposure to technology stocks?”
- “Add a buy transaction for 100 shares of AAPL at $185 to my brokerage account”(mutating — requiresagnifolio:writescope) Your AI will discover the available tools, call the right one, and answer with your real data.
Your connected AI gets the same tool catalogue Astra has inside Agni Folio:
Usetools/list(the standard MCP discovery method) to see the live, up-to-date catalogue from any client.
You decide which scopes to grant at the consent screen. Most users start withreadonly and upgrade towriteonce they’ve seen how the AI behaves.
- OAuth 2.1 + PKCE.Industry-standard authorization-code flow — no password sharing, no copy-paste tokens.
- Dynamic Client Registration (RFC 7591).New MCP clients self-register; you approve them by name on the consent screen.
- Scope-gated calls.Read-only tools requireagnifolio:read; mutating tools requireagnifolio:write. You choose which to grant on the consent screen.
- Per-call audit trail.Every tool execution is logged: which client called, which tool, when. You can audit your own usage from Settings → Connected AI.
- Revocable at any time.Disconnect a client fromSettings → Connected AI. Future requests from that client are rejected immediately.
- See every AI client connected to your account, by name
- Review the scopes each one has
- See the last time each client called the server
- Revoke any client with one click (instant — no cooldown)
Every external MCP call shows up alongside Astra’s in-app activity in the same audit view.
If you’re building or debugging an MCP client, our discovery endpoints follow the spec:
# Authorization server metadata (RFC 8414) curl https://agnifolio.com/.well-known/oauth-authorization-server # Protected resource metadata curl https://agnifolio.com/.well-known/oauth-protected-resource
Both return JSON declaring ourauthorization_endpoint,token_endpoint,registration_endpoint,revocation_endpoint, supported scopes, supported response types, andcode_challenge_methods_supported: ["S256"].
The resource URL ishttps://agnifolio.com/mcp.
- Real-time price quotes during market hours.Agni Folio’s MCP returns cached daily prices, not the live tape. Use your broker’s app for execution-time prices.
- Bulk one-time imports.If you have a 500-row broker statement, the dedicatedAI Transaction Importpage is faster and more deterministic than asking an external AI to do the same.
- Sensitive accountability conversations.Money Crew check-ins, legacy nominee setup, and other people-facing workflows live inside the Agni Folio app — they’re not exposed via MCP.
- Astra AI Agent— the same toolset, surfaced inside the Agni Folio web app instead of via your external AI
- Portfolio Insights— the static, in-app analytics view
- Tracking Investments— how the underlying data your AI will be reading is structured
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