Beta
Use your portfolio with AI
Connect OpenFolio to Claude, ChatGPT or any MCP-compatible tool and ask about your holdings, dividends, franking credits and CGT. Answers are powered by OpenFolio's ATO-aware engine, not raw broker data.
What you can ask
- 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?
How to connect
- In OpenFolio, go to Settings → API keys & AI access and create a key.
- Copy the key. It is shown once.
- Add OpenFolio as a custom MCP connector in your AI tool using the server URL https://openfolio.com.au/api/mcp and your key as the Bearer token.
- Ask away.
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. |
Security
OpenFolio's MCP access is read-only. API keys are revocable any time in Settings, no tool can execute trades, and keys grant access only to your OpenFolio data, never your broker credentials.
General information only
General information only, not tax or financial advice.
Early access
Bring portfolio context into your AI assistant.
OpenFolio keeps the tax-aware source of truth. Your AI tool gets read-only answers.