INDIVIDUAL MCP TOOL

parse_text_into_entries

Hand off a multi-entry text block (brokerage statement, email, spreadsheet content, SMS list) to AI Import.

agnifolio.comnone authenticationAvailability not checked

LIVE ENDPOINT

https://agnifolio.com/mcp

No auth detected

Connect to this endpoint to inspect the live schema for parse_text_into_entries and invoke it with your own arguments.

{}

Potential side effects detected · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.agnifolio]
url = "https://agnifolio.com/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "agnifolio": {
      "type": "http",
      "url": "https://agnifolio.com/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: agnifolio
Remote MCP URL: https://agnifolio.com/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "agnifolio": {
      "url": "https://agnifolio.com/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "agnifolio": {
      "type": "http",
      "url": "https://agnifolio.com/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "agnifolio",
  "transport": "streamable-http",
  "url": "https://agnifolio.com/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

query_account_summary — Returns a high-level summary of the user's portfolio without listing every entry: total net worth in their default currency, breakdown by asset type (stocks, real estate, crypto, etc.), breakdown by currency, breakdown by platform (the institution each holding is custodied at, e.g.
add_transaction — Record a transaction (BUY, SELL, DIVIDEND, INTEREST, RENT_INCOME, etc.) on an existing portfolio holding.
create_investment_plan — Set up a recurring SIP (invest into a mutual fund), STP (transfer money from one fund into another) or SWP (withdraws a fixed amount from the fund each period — it records a SELL of units at each date's NAV) on a schedule.
query_holding_by_symbol — Find a single holding by ticker symbol or asset name.
query_recent_trades — Recent executed trades/fills (spot + futures) on your connected exchanges: symbol, side, price, size, fee, time.
query_insurance_summary — Returns the user's insurance summary: total active coverage, total annual premium, count of active policies, and a per-type breakdown (LIFE, HEALTH, VEHICLE, PROPERTY, etc.
query_margin_detail — Live cross- and isolated-margin breakdown per coin: total, available, borrowed, interest (accrued and not yet paid — interest already paid is in query_crypto_pnl), and debt ratio.
query_user_fire_status — Answer ANY 'when can I retire / what's my FIRE progress / what's my monthly passive income / monthly shortfall' question for THIS user.