PortfolioFit MCP MCP server

PortfolioFit MCP allows AI assistants to connect to PortfolioFit for evidence-aware portfolio checks. It enables users to evaluate portfolio alignment against mandates, calculate allocation constraints, list analytics portfolios, and upload historical data series. The server handles normalized holdings and mandates, providing deterministic calculations and model-assisted qualitative analysis while ensuring no direct trading or brokerage access.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-05Operated by PortfolioFit

MCP endpoint (Streamable HTTP)

https://portfolio.fit/mcp

Vendor documentation

What you can do with it

Evaluate portfolio alignment against specific mandates
Calculate explicit concentration and exposure limits
List owned portfolios and analytics datasets
Upload canonical historical portfolio series rows

Tools advertised by the last live check:

evaluate_portfolio_alignment
calculate_portfolio_constraints

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http portfoliofit-mcp https://portfolio.fit/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add portfoliofit-mcp --url https://portfolio.fit/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable portfoliofit-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "portfoliofit-mcp": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "portfoliofit-mcp": {
      "type": "streamableHttp",
      "url": "https://portfolio.fit/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start portfoliofit-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "portfoliofit-mcp": {
      "type": "http",
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http portfoliofit-mcp https://portfolio.fit/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "portfoliofit-mcp": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "portfoliofit-mcp": {
      "serverUrl": "https://portfolio.fit/mcp"
    }
  }
}

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