- transport
- HTTP (Streamable HTTP via mcp-handler)
- auth
- type
- bearer
- token prefix
- tfp_pat_
- tools
- name
- listPortfolios
- description
- Portfolios for the authenticated user.
- input
- name
- listHoldings
- description
- Holdings with stored EUR values (optional portfolioId filter).
- input
- portfolioId
- string, optional
- name
- listCash
- description
- Cash positions (optional portfolioId filter).
- input
- portfolioId
- string, optional
- name
- getMoatEvaluation
- description
- Warren MOAT score (cache or fresh with stock_evaluation quota).
- input
- symbol
- string
- fresh
- boolean, optional
- name
- generateMoatNarrative
- description
- Warren AI markdown narrative (ai_consult quota).
- input
- symbol
- string, optional
- evaluation
- object, optional
- language
- string
- name
- listMoatReports
- description
- Saved MOAT reports for the user.
- input
- tags
- string[], optional
- name
- screenMoat
- description
- Filter cached MOAT universe.
- input
- name
- saveMoatReport
- description
- Persist evaluation to user library.
- input
- cursor example
- mcpServers
- trefolio
- headers
- Authorization
- Bearer tfp_pat_YOUR_TOKEN_HERE
- note
- Portfolio tools use stored values. MOAT fresh fetch and AI narrative consume user quotas (same as the web app).
JSON API: https://trefolio.com/api/docs/mcp