Sharesight

You can connect Claude and other AI assistants to Sharesight data by running the Sharesight MCP Server. It exposes a stable set of tools that let you query and manage your Sharesight portfolios, holdings, custom investments, and performance data through natural language interactions.

How to use

To use the Sharesight MCP Server with your MCP client, first authenticate to obtain the required tokens, then enable the server in your client configuration and start the server. Once it is running, you can ask your AI assistant to list portfolios, view holdings, fetch performance reports, or manage custom investments. The server securely handles access tokens and refreshes them automatically, so you can focus on natural language queries without worrying about token expiry.

How to install

Prerequisites: have Node.js and npm installed on your machine.

Option A: Quick start with the CLI (one-time authentication)

npx github:Haizzz/sharesight-mcp auth

The CLI will prompt you for your Client ID and Client Secret, provide a browser URL to authorize the app, ask you to log in, and finally paste the authorization code. Tokens are stored locally and refresh automatically.

Option B: Add MCP server configuration to your Claude Desktop client

{
  "mcpServers": {
    "sharesight": {
      "command": "npx",
      "args": ["-y", "github:Haizzz/sharesight-mcp", "serve"],
      "env": {
        "SHARESIGHT_CLIENT_ID": "your_client_id",
        "SHARESIGHT_CLIENT_SECRET": "your_client_secret"
      }
    }
  }
}

Restart Claude Desktop and the Sharesight MCP Server becomes available as a tool source in your assistant.

Option C: Run from source (build and start locally)

git clone https://github.com/Haizzz/sharesight-mcp.git
cd sharesight-mcp
npm install
npm run build

Then start the server with authentication and run-time serving using the built artifact:

node dist/index.js auth

```json
{
  "mcpServers": {
    "sharesight": {
      "command": "node",
      "args": ["/path/to/sharesight-mcp/dist/index.js", "serve"],
      "env": {
        "SHARESIGHT_CLIENT_ID": "your_client_id",
        "SHARESIGHT_CLIENT_SECRET": "your_client_secret"
      }
    }
  }
}

Once configured, restart the client to enable the Sharesight MCP Server. You can now use your AI assistant to interact with Sharesight data.

Additional notes

Token storage and re-authorization details vary by platform. Tokens are stored locally for refresh automation. If you need to re-authorize, remove the tokens file and run the authentication flow again.

Common operations include listing portfolios, getting detailed portfolio information, listing and updating holdings, managing custom investments and their prices, and generating performance reports.

Security and troubleshooting

Keep your Client ID and Client Secret secure. Do not expose tokens in client-side logs. If you encounter token or permission errors, re-authenticate and ensure your Sharesight API access is active for the associated account.

Error codes to know: 401 invalid or expired token, 403 token revoked or insufficient permissions, 404 resource not found, 422 validation error.

Available tools

list_portfolios

List all user portfolios with optional consolidated view

get_portfolio

Get detailed portfolio information by ID

list_portfolio_holdings

List all holdings within a specific portfolio

get_portfolio_user_setting

Get user display preferences for a portfolio

update_portfolio_user_setting

Update chart type, grouping, and other display settings

list_holdings

List all holdings across all portfolios

get_holding

Get holding details with optional cost base and historical values

update_holding

Update holding settings (DRP configuration)

delete_holding

Remove a holding from a portfolio

list_custom_investments

List custom/unlisted investments

get_custom_investment

Get custom investment details

create_custom_investment

Create a new custom investment (property, bonds, etc.)

update_custom_investment

Update custom investment properties

delete_custom_investment

Remove a custom investment

list_custom_investment_prices

Get price history for a custom investment

create_custom_investment_price

Add a new price entry

update_custom_investment_price

Modify an existing price entry

delete_custom_investment_price

Remove a price entry

list_coupon_rates

List interest rates for fixed interest investments

create_coupon_rate

Add a new coupon rate

update_coupon_rate

Modify a coupon rate

delete_coupon_rate

Remove a coupon rate

get_performance_report

Detailed performance breakdown with gains analysis

get_performance_index_chart

Chart data for visualizing portfolio performance

list_countries

Get Sharesight-supported countries and their settings

show_coupon_code

View applied promotional coupon code

apply_coupon_code

Apply a promotional coupon code

delete_coupon_code

Remove applied coupon code

revoke_api_access

Disconnect API access (invalidates all tokens)