Sharesight MCP Server

A Model Context Protocol (MCP) server that provides AI assistants with access to the Sharesight portfolio tracking platform via the v3 API.

Quick Start

Step 1: Get OAuth Credentials

You’ll need a Client ID and Client Secret from Sharesight to use this server.

How to get credentials:

• Contact Sharesight support at [email protected] to request API access
• Visit the Sharesight API documentation for more information
• API access may require a specific Sharesight plan

Step 2: Run One-Time Authentication

npx github:Haizzz/sharesight-mcp auth

The CLI will:

1. Prompt for your Client ID and Client Secret
2. Display a URL to open in your browser
3. Ask you to log in to Sharesight and authorize the app
4. Prompt you to paste the authorization code
5. Save tokens locally (they refresh automatically)

Step 3: Add MCP Server Configuration

Add to your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "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 you’re ready to go!

Overview

This MCP server enables Claude and other AI assistants to interact with Sharesight accounts, allowing natural language queries and operations on investment portfolios, holdings, custom investments, and performance reports.

What is Sharesight?

Sharesight is a portfolio tracking platform that helps investors track their stocks, ETFs, mutual funds, and other investments across multiple markets. It provides performance reporting, dividend tracking, and tax reporting features.

What is MCP?

The Model Context Protocol is an open standard that enables AI assistants to securely connect to external data sources and tools.

Features

This server exposes 27 tools covering all Sharesight v3 API endpoints:

Portfolio Management

Holdings Management

Custom Investments

Custom Investment Prices

Coupon Rates (Fixed Interest)

Performance Reports

Other

Install from Source

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

Then run auth and configure:

node dist/index.js auth

{
  "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"
      }
    }
  }
}

Token Storage

OAuth tokens are stored at:

• Linux/macOS: ~/.sharesight-mcp/tokens.json
• Windows: %USERPROFILE%\.sharesight-mcp\tokens.json

Tokens refresh automatically. To re-authorize, delete the tokens file and run sharesight-mcp auth again.

Error Handling

Common errors:

• 401 - Invalid or expired access token
• 403 - Token revoked or insufficient permissions
• 404 - Resource not found
• 422 - Validation error (check field values)

Development

npm run dev     # Watch mode
npm run build   # Build for production
npm start       # Run the server

License

MIT

Support

• Sharesight Support: [email protected]
• API Documentation: https://api.sharesight.com/doc/api/v3
• MCP Protocol: https://modelcontextprotocol.io/