Overview
How LLMs and external agents integrate with trefolio.
Authentication
Session cookies, personal access tokens (MCP), and tier gating.
MCP (Model Context Protocol)
Portfolio + Warren MOAT tools for Cursor and compatible MCP clients.
Claude Desktop setup
Why Custom Connector asks for OAuth Client ID, and how to connect with a personal access token instead.
Claude Connectors Directory (marketplace)
OAuth requirements, server URL, and submission checklist for listing trefolio in Claude's connector marketplace.
Warren MOAT evaluation
Buffett-style competitive advantage scoring, AI narrative, screener, and saved reports.
Warren AI chat
Streaming portfolio assistant with optional attachments.
Portfolio REST API
Holdings, transactions, quotes — session-authenticated REST surface.
Machine-readable discovery
- docs json index
- https://trefolio.com/api/docs
- llms txt
- https://trefolio.com/llms.txt
JSON section payloads remain at /api/docs/{section} for agents that prefer structured responses.
Not financial advice. MOAT scores and AI outputs are educational tools; do your own research.