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
Copy the OpenFolio MCP URL
You will paste it into the connector settings in the next step.
Add the connector
In Claude, go to Settings → Connectors → Add custom connector. Name it OpenFolio, paste the URL, and click Add.
Connect and sign in
Click Connect, sign in with your OpenFolio (Google) account and approve. No key needed — access is read-only and revocable.
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.
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_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. |
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
Early access
Bring portfolio context into your AI assistant.
OpenFolio keeps the tax-aware source of truth. Your AI tool gets read-only answers.