- methods
- id
- session_cookie
- header
- Cookie: trefolio_session=<jwt>
- used by
- Warren MOAT REST
- Warren chat
- portfolio REST
- obtain
- Sign in at trefolio.com (OIDC via user.trefolio.com when unified accounts are enabled).
- id
- bearer_pat
- header
- Authorization: Bearer tfp_pat_<64-hex>
- used by
- MCP /api/mcp/user only
- obtain
- Mint at user.trefolio.com → Developer, or from trefolio Profile → Devices → AI & MCP access.
- claude desktop note
- Claude Settings → Connectors → Custom connector asks for OAuth Client ID. trefolio does NOT use OAuth for MCP — use claude_desktop_config.json with type http and Authorization Bearer header instead.
- claude desktop config path
- ~/Library/Application Support/Claude/claude_desktop_config.json (macOS)
- tiers
- free
- Folio plan — limited AI and MOAT quotas.
- pro
- Trefolio plan — higher quotas; MOAT evaluation and Warren AI narrative require Pro for fresh runs.