Sharesight Server

A Model Context Protocol (MCP) server that provides AI assistants with access to the Sharesight portfolio tracking platform via the v3 API.

Quick Start

Step 1: Get OAuth Credentials

You'll need a Client ID and Client Secret from Sharesight to use this server.

How to get credentials:

• Contact Sharesight support at [email protected] to request API access
• Visit the Sharesight API documentation for more information
• API access may require a specific Sharesight plan

Step 2: Run One-Time Authentication

npx github:Haizzz/sharesight-mcp auth

The CLI will:

1. Prompt for your Client ID and Client Secret
2. Display a URL to open in your browser
3. Ask you to log in to Sharesight and authorize the app
4. Prompt you to paste the authorization code
5. Save tokens locally (they refresh automatically)

Step 3: Add MCP Server Configuration

Add to your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "sharesight": {
      "command": "npx",
      "args": ["-y", "github:Haizzz/sharesight-mcp", "serve"],
      "env": {
        "SHARESIGHT_CLIENT_ID": "your_client_id",
        "SHARESIGHT_CLIENT_SECRET": "your_client_secret"
      }
    }
  }
}

Restart Claude Desktop and you're ready to go!

Overview

This MCP server enables Claude and other AI assistants to interact with Sharesight accounts, allowing natural language queries and operations on investment portfolios, holdings, custom investments, and performance reports.

What is Sharesight?

Sharesight is a portfolio tracking platform that helps investors track their stocks, ETFs, mutual funds, and other investments across multiple markets. It provides performance reporting, dividend tracking, and tax reporting features.

What is MCP?

The Model Context Protocol is an open standard that enables AI assistants to securely connect to external data sources and tools.

Features

This server exposes 27 tools covering all Sharesight v3 API endpoints:

Portfolio Management

Tool	Description
list_portfolios	List all user portfolios with optional consolidated view
get_portfolio	Get detailed portfolio information by ID
list_portfolio_holdings	List all holdings within a specific portfolio
get_portfolio_user_setting	Get user display preferences for a portfolio
update_portfolio_user_setting	Update chart type, grouping, and other display settings

Holdings Management

Tool	Description
list_holdings	List all holdings across all portfolios
get_holding	Get holding details with optional cost base and historical values
update_holding	Update holding settings (DRP configuration)
delete_holding	Remove a holding from a portfolio

Custom Investments

Tool	Description
list_custom_investments	List custom/unlisted investments
get_custom_investment	Get custom investment details
create_custom_investment	Create a new custom investment (property, bonds, etc.)
update_custom_investment	Update custom investment properties
delete_custom_investment	Remove a custom investment

Custom Investment Prices

Tool	Description
list_custom_investment_prices	Get price history for a custom investment
create_custom_investment_price	Add a new price entry
update_custom_investment_price	Modify an existing price entry
delete_custom_investment_price	Remove a price entry

Coupon Rates (Fixed Interest)

Tool	Description
list_coupon_rates	List interest rates for fixed interest investments
create_coupon_rate	Add a new coupon rate
update_coupon_rate	Modify a coupon rate
delete_coupon_rate	Remove a coupon rate

Performance Reports

Tool	Description
get_performance_report	Detailed performance breakdown with gains analysis
get_performance_index_chart	Chart data for visualizing portfolio performance

Other

Tool	Description
list_countries	Get Sharesight-supported countries and their settings
show_coupon_code	View applied promotional coupon code
apply_coupon_code	Apply a promotional coupon code
delete_coupon_code	Remove applied coupon code
revoke_api_access	Disconnect API access (invalidates all tokens)

Install from Source

git clone https://github.com/Haizzz/sharesight-mcp.git
cd sharesight-mcp
npm install
npm run build

Then run auth and configure:

node dist/index.js auth

{
  "mcpServers": {
    "sharesight": {
      "command": "node",
      "args": ["/path/to/sharesight-mcp/dist/index.js", "serve"],
      "env": {
        "SHARESIGHT_CLIENT_ID": "your_client_id",
        "SHARESIGHT_CLIENT_SECRET": "your_client_secret"
      }
    }
  }
}

Token Storage

OAuth tokens are stored at:

• Linux/macOS: ~/.sharesight-mcp/tokens.json
• Windows: %USERPROFILE%\.sharesight-mcp\tokens.json

Tokens refresh automatically. To re-authorize, delete the tokens file and run sharesight-mcp auth again.

Error Handling

Common errors:

• 401 - Invalid or expired access token
• 403 - Token revoked or insufficient permissions
• 404 - Resource not found
• 422 - Validation error (check field values)

Development

npm run dev     # Watch mode
npm run build   # Build for production
npm start       # Run the server

License

MIT

Support

• Sharesight Support: [email protected]
• API Documentation: https://api.sharesight.com/doc/api/v3
• MCP Protocol: https://modelcontextprotocol.io/