{"id":"overview","title":"Overview","description":"How LLMs and external agents integrate with trefolio.","url":"https://trefolio.com/api/docs/overview","content":{"product":"trefolio","tagline":"European multi-currency portfolio tracker with Warren AI and MOAT analysis.","integration_paths":[{"id":"mcp","recommended":true,"summary":"Use MCP with a user-issued `tfp_pat_…` token: portfolio reads (listPortfolios, listHoldings, listCash) and Warren MOAT (getMoatEvaluation, generateMoatNarrative, screenMoat, listMoatReports, saveMoatReport).","discovery":"https://trefolio.com/.well-known/mcp.json","endpoint":"https://trefolio.com/api/mcp/user"},{"id":"openapi","recommended":false,"summary":"OpenAPI describes session-authenticated REST endpoints (Warren MOAT, Warren chat, portfolio CRUD). Requires an active browser session cookie after OIDC login.","spec":"https://trefolio.com/openapi.json"}],"discovery":{"docs_html":"https://trefolio.com/docs","docs_index":"https://trefolio.com/api/docs","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"},"disclaimer":"Not financial advice. MOAT scores and AI narratives are educational tools based on fundamental data; users must do their own research."}}