Beta
Connect your portfolio to Claude & ChatGPT
OpenFolio runs an MCP server. Connect it to Claude, ChatGPT, Cursor or any MCP client and ask about your holdings, dividends, franking credits and CGT.
How to connect
1
Copy the OpenFolio URL
Click the copy button. You'll need it in the next step.
https://openfolio.com.au/api/mcp
2
Open Settings → Connectors
Add a custom connector, name it OpenFolio and paste the URL.
Open Claude connectors3
Connect and sign in
Click Add → Connect and sign in with your OpenFolio account. You're all set to ask Claude about your portfolio.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Prefer a static key for scripts? Create one in Settings → API keys & AI access and pass it as a Bearer token.
Ask it things like
What's my CGT position for FY25-26?Which parcel-selection method saves me the most tax?How much franking credit have I earned this year?What are my largest holdings by cost base?
Available tools
| Tool | Description |
|---|---|
| get_holdings | Current share, ETF and crypto holdings with cost basis. |
| get_dividends | Dividend income and franking credits by financial year. |
| get_cgt_summary | Capital gains tax summary for a financial year. |
| compare_cgt_strategies | Compare taxable gains across FIFO, LIFO and minimise-gains. |
| get_trades | Recent trade history (buys and sells), newest first. |
| get_realized_gains | Realized capital gains (disposals) for a financial year. |
| get_holding_detail | Detail for one holding by ticker: quantity, cost basis, realized gains. |
| get_portfolio_summary | High-level snapshot: holdings, cost basis, dividends, current-FY tax. |
| get_portfolio_value | Current market value and unrealized gain/loss using live prices. |
| get_unrealized_gains | Per-parcel unrealized CGT and tax-loss candidates using live prices. |
| get_unmatched_sells | Sells with no matching buy record: a data-quality check for CGT. |
| get_cost_base | Per-holding cost base register with individual parcels. |
| get_dividends_by_holding | Dividend income and franking credits per holding for a financial year. |
Read-only accessKeys revocable anytimeNo trade execution
General information only
General information only, not tax or financial advice.
Free to start
Bring portfolio context into your AI assistant.
OpenFolio keeps the tax-aware source of truth. Your AI tool gets read-only answers.