{"name":"trefolio","version":"2.5.33","description":"Public integration documentation for LLMs, MCP clients, and external agents. Includes Warren MOAT (Buffett-style competitive advantage analysis).","openapi":"https://trefolio.com/openapi.json","mcp":"https://trefolio.com/.well-known/mcp.json","ai_plugin":"https://trefolio.com/.well-known/ai-plugin.json","llms_txt":"https://trefolio.com/llms.txt","sections":[{"id":"overview","title":"Overview","description":"How LLMs and external agents integrate with trefolio.","url":"https://trefolio.com/api/docs/overview"},{"id":"authentication","title":"Authentication","description":"Session cookies, personal access tokens (MCP), and tier gating.","url":"https://trefolio.com/api/docs/authentication"},{"id":"mcp","title":"MCP (Model Context Protocol)","description":"Portfolio + Warren MOAT tools for Cursor and compatible MCP clients.","url":"https://trefolio.com/api/docs/mcp"},{"id":"claude-desktop","title":"Claude Desktop setup","description":"Why Custom Connector asks for OAuth Client ID, and how to connect with a personal access token instead.","url":"https://trefolio.com/api/docs/claude-desktop"},{"id":"claude-connectors","title":"Claude Connectors Directory (marketplace)","description":"OAuth requirements, server URL, and submission checklist for listing trefolio in Claude's connector marketplace.","url":"https://trefolio.com/api/docs/claude-connectors"},{"id":"warren-moat","title":"Warren MOAT evaluation","description":"Buffett-style competitive advantage scoring, AI narrative, screener, and saved reports.","url":"https://trefolio.com/api/docs/warren-moat"},{"id":"warren-chat","title":"Warren AI chat","description":"Streaming portfolio assistant with optional attachments.","url":"https://trefolio.com/api/docs/warren-chat"},{"id":"portfolio","title":"Portfolio REST API","description":"Holdings, transactions, quotes — session-authenticated REST surface.","url":"https://trefolio.com/api/docs/portfolio"}]}