MCP integration

The Model Context Protocol (MCP) is an open standard that lets AI assistants interact with external tools and data sources. With the TrackMyShares MCP integration, you can query your portfolios, add transactions, generate tax reports, and more, all through natural language conversations with your AI assistant.

What you can do

Once connected, your AI assistant can:

• View portfolios and holdings with current market prices
• Add, update, and delete transactions (buys, sells, dividends)
• Get stock quotes and search for symbols
• Generate tax reports with capital gains and dividend income breakdowns
• Check rebalancing status and get trade recommendations
• View performance charts with benchmark comparisons
• See your dividend calendar with projected payments

Supported clients

The MCP integration works with any client that supports the Model Context Protocol, including:

• Claude Desktop (Anthropic)
• Claude Code (CLI)
• Cursor (AI code editor)

Setting it up

1. Generate an API key

1. Go to Settings > MCP integration in your dashboard
2. Click Create new API key
3. Give it a descriptive name (e.g. "Claude Desktop")
4. Copy the key immediately, as it won't be shown again

2. Copy the configuration

After creating your key, you'll see a ready-to-use JSON configuration snippet on the settings page. It looks like this:

{
  "mcpServers": {
    "trackmyshares": {
      "url": "https://trackmyshares.com/api/mcp",
      "headers": {
        "x-api-key": "your-api-key-here"
      }
    }
  }
}

3. Connect your client

Claude Desktop: Open Settings > Developer > Edit Config, and paste the configuration into claude_desktop_config.json.

Claude Code: Add the configuration to your Claude Code settings or project-level .mcp.json file.

Cursor: Open Settings > MCP and add a new server using the URL and API key from your configuration.

Once connected, you can start asking your AI assistant questions like "What's my portfolio worth?" or "Add a buy of 10 shares of AAPL at $195."

Available tools

The integration provides the following tools, grouped by category:

Portfolio

Tool	Description
list_portfolios	List all your portfolios
get_portfolio	Get portfolio with holdings and current prices
get_consolidated_portfolio	Consolidated view across portfolios

Transactions

Tool	Description
list_transactions	List transactions for a holding
get_lots	Get tax lots (cost basis breakdown)
add_transaction	Add a BUY/SELL/DIVIDEND transaction
update_transaction	Update an existing transaction
delete_transaction	Delete a transaction
batch_import_transactions	Import multiple transactions at once

Market data

Tool	Description
get_stock_quote	Get current stock quote
search_stocks	Search for stocks by name or symbol

Rebalancing

Tool	Description
get_rebalancing_status	Portfolio rebalancing status and score
get_rebalancing_recommendations	Trade recommendations to rebalance
set_rebalancing_targets	Set target allocation percentages

Tax

Tool	Description
get_tax_report	Capital gains and dividend income report
get_tax_loss_harvesting	Tax loss harvesting opportunities

Reports

Tool	Description
get_portfolio_performance	Performance chart with benchmark comparison
get_dividend_calendar	Projected dividend payments calendar

Security

• API keys are hashed and stored securely. The raw key is only shown once when created.
• Pro plan required. The MCP integration is only available to Pro subscribers.
• Confirmation required for changes. Destructive actions like adding or deleting transactions require explicit confirmation before they are executed. Your AI assistant will preview the change and ask you to confirm.
• You can revoke keys at any time from the MCP settings page if a key is compromised or no longer needed.
• You can create up to 3 API keys, so you can use separate keys for different clients and revoke them independently.