Fillfolio

Fillfolio is portfolio and net-worth tracking software that unifies supported investments, crypto holdings, bank balances and manual records into one portfolio view. Read-only connections cover brokerages, exchanges, U.S. and Canadian banks (on ULTRA and HYPER plans), credit-card debt, and public blockchain wallets, with export options to Google Sheets, Google Data Studio and Notion, plus an authenticated OAuth MCP endpoint that lets compatible AI assistants read portfolio data without trading, moving money or custody access.

Fillfolio publishes 1 API contract indexed on the APIs.io network: public API. Tagged areas include Portfolio Tracking, Net Worth, Personal Finance, Investment Tracking, and Bank Aggregation.

The Fillfolio catalog on APIs.io includes 1 Spectral governance ruleset.

Fillfolio’s developer surface includes changelog, sandbox, authentication, pricing, signup flow, support, FAQ, and 26 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

47.5/100 developing Agent 49/100 agent ready Heartbeat 100/100 alive Full breakdown ↓
scored 2026-11-13 · rubric v0.28.0 · Show this score on your site →

AccessFreemiumSelf serve⚡ Free to try

1 published contract 1 MCP Servers 2 Agent Skills

Portfolio TrackingNet WorthPersonal Finance Investment Tracking Bank AggregationCrypto Wallet TrackingMCPGoogle Sheets Add-on

Kin Score

Kin Score How this is scored →
scored 2026-11-13 · rubric v0.28.0

Composite quality — 47.5/100 · developing

Contract Quality 5.1 / 21

Developer Ergonomics 6.9 / 17

Access Clarity 10.5 / 17

Operational Transparency 6.1 / 11

Contract Governance 3.2 / 10

Discoverability 6.4 / 9

Regulatory Posture 5.7 / 15

Agent readiness — 49/100 · agent ready

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

Documented Reversibility 0 / 6

MCP Server 12 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 5 / 5

Well-Known Catalog 4 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 6 / 6

Protected Resource Metadata 5 / 5

Registration Without a Human 6 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

MCP Tool Quality 6 / 6

Regulatory Posture applies to this provider. Its tags matched the Banking & Open Finance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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Agent readiness — checks not met, largest first (exact, from this profile):

Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented) Ask about this →
A2A Agent Card +8 pts — a2a/-a2a.yml manifest, graded on conformance.grade against A2A 1.0.0 Ask about this →
Request/Response Examples +7 pts — share of operations carrying request/response examples; else an Examples / Code Samples link Ask about this →
Typed Event Surface +6 pts — AsyncAPI document, OR webhooks/callbacks objects in the as-published OpenAPI, OR common[].type includes Webhooks Ask about this →
Documented Reversibility +6 pts — a reversal operation in the contract, graded up when a window is documented too Ask about this →
Agentic Commerce Well-Known Document +5 pts — a parsing /.well-known/ucp.json or acp.json declaring a version and at least one service, OR (0.27) a live x402 payment challenge from _data/x402-adoption.json — `self` when its endpoints are on the provider's own domain, `platform` when they are on a vendor's Ask about this →

2 more unmet checks in the Agent Readiness table above.

Kin Score — facets with the most composite points still available (weight × headroom):

Contract Quality scores 24.0 — up to +19.0 composite points Ask about this →
Developer Ergonomics scores 40.5 — up to +11.9 composite points Ask about this →
Contract Governance scores 31.8 — up to +8.2 composite points Ask about this →

Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.

Not sure how this applies to your stack? Ask about any one item. Kin Lane reads every question, looks at your profile and your situation, and replies with what a fix would take — scoped to that one area, priced up front, yours whether you ship it or not. Ask a question →

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from the provider profile at artifacts.apis.io/fillfolio-com/apis.yml: open an issue on github.com/api-evangelist/fillfolio-com to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Standards implemented 5

Standards this provider implements or carries. De facto ones are profiled and measured by the API Commons; formal ones come from the standards directory and are linked by the provider's own tags. The evidence column says how each claim was established — not that it was made.

Model Context Protocol (MCP)

measured — observed by APIs.io (documented)

Agent Skills

measured — observed by APIs.io (published)

OAuth 2.0 Protected Resource Metadata

measured — observed by APIs.io (verified)

Dynamic Client Registration

measured — observed by APIs.io (published)

OpenAPI

measured — observed by APIs.io (published)

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

Fillfolio public API

Public discovery endpoint for Fillfolio connection catalogs — provider-neutral brokerage, bank, and blockchain connection names. Portfolio MCP access is documented separately an...

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

Fillfolio MCP

Fillfolio's official hosted MCP server. Read-only Streamable HTTP endpoint that lets approved AI clients read portfolio summaries, holdings, cash and liabilities, activity, and ...

MCP SERVER

Agent Skills 2

Packaged agent skills for driving this provider's APIs from an AI assistant.

fillfolio-mcp

AGENT SKILL

fillfolio-public-catalog

AGENT SKILL

Fillfolio API pricing

Prices published by Fillfolio, read 2026-11-07 from fillfolio.com/pricing. A free plan or tier is listed.

Plan	Price
Free Portfolio	Free Portfolio
PRO	$110/ year
ULTRA	$170/ year
HYPER	$350/ year

Plan details, limits and sources →

Rate limits

Free Portfolio MCP per-minute reads: 60 data reads per minute
Free Portfolio MCP per-UTC-day reads: 1,000 per UTC day, shared across free clients and the website

Rate-limit details →

Pricing Plans 1

Published pricing tiers and plan structures.

Fillfolio Plans Pricing

4 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Fillfolio Rate Limits

2 limits

RATE LIMITS

Spectral Rules 1

Spectral governance rulesets for linting and validating these APIs. Counts are the severity each rule declares, not results of running them.

Fillfolio API Rules

31 rules · 29 error-severity 1 warn-severity 1 info-severity

SPECTRAL

OpenAPI Overlays 1

Overlays applied on top of this provider's contracts. Each card says who wrote it: a document the provider publishes, or one API Evangelist derived or generated.

Fillfolio Openapi Overlay

0 actions · update · fillfolio-com-openapi.json

UNRECORDED

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Fillfolio Authentication

1 scheme

SECURITY

Fillfolio Domain Security

TLSv1.3 · HSTS · DNSSEC

SECURITY

Fillfolio Vulnerability Disclosure

security.txt · contact published

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Fillfolio Scopes

1 scope

1 scopes

SCOPES

Agentic Access (API Evangelist recommendations) 1

Recommended x-agentic-access execution contracts for AI agents.

Fillfolio Agentic Access

1 operation

1 operations · 0 acting

AGENTIC

Resources

Get Started 2

Portal, sign-up, and the first successful call

Sandbox

Sandbox

SignUp

SignUp

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 5

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess

AgentSkill

LLMsTxt

MCPServer

WellKnown

Design & Contract 5

Pagination, idempotency, versioning, errors, and events

Spectral

Conventions

Lifecycle

ErrorCatalog

Conformance

Build 2

SDKs, sample code, and the tooling you integrate with

ToolCrosswalk

ToolCrosswalk

GitHubOrganization

GitHubOrganization

Access & Security 6

Authentication, authorization, and security posture

Authentication

Authentication

OAuthScopes

OAuthScopes

SecurityTxt

SecurityTxt

VulnerabilityDisclosure

VulnerabilityDisclosure

DomainSecurity

DomainSecurity

Security

Security

Operate 5

Status, limits, changes, and where to get help

RateLimits

ChangeLog

Deprecation

Support

FAQ

Commercial 4

Pricing, plans, and the legal terms of use

Plans

Pricing

PrivacyPolicy

TermsOfService

Company 1

The organization behind the API

Website

Website

Other 2

Properties that don't map to a standard resource type

Hosts

Hosts

Vendors

Vendors

Source (apis.yml)

aid: fillfolio-com
name: Fillfolio
description: Fillfolio is portfolio and net-worth tracking software that unifies supported investments, crypto holdings, bank
  balances and manual records into one portfolio view. Read-only connections cover brokerages, exchanges, U.S. and Canadian
  banks (on ULTRA and HYPER plans), credit-card debt, and public blockchain wallets, with export options to Google Sheets,
  Google Data Studio and Notion, plus an authenticated OAuth MCP endpoint that lets compatible AI assistants read portfolio
  data without trading, moving money or custody access.
url: https://artifacts.apis.io/fillfolio-com/apis.yml
x-type: company
x-source: harvest:mcp-registry
x-tier: profiled
x-tier-reason: enrichment pass 2026-11-07 (modular-v1; was harvest)
accessModel:
  pricing: freemium
  onboarding: self-serve
  trial: false
  try_now: true
  public: false
  gated: none
  gated_source:
  - onboarding
  label: Freemium · Self-serve signup
  confidence: high
  source:
  - plans
  - authentication
  - scopes
  - rate-limits
  - security
  - sandbox
  generated: '2026-11-13'
  method: derived
specificationVersion: '0.20'
created: '2026-11-07'
modified: '2026-11-07'
tags:
- Portfolio Tracking
- Net Worth
- Personal Finance
- Investment Tracking
- Bank Aggregation
- Crypto Wallet Tracking
- MCP
- Google Sheets Add-on
image: https://fillfolio.com/social/home.b99d425919f0.jpg
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: AgenticAccess
  url: agentic-access/fillfolio-com-agentic-access.yml
- type: RateLimits
  url: rate-limits/fillfolio-com-rate-limits.yml
- type: Plans
  url: plans/fillfolio-com-plans-pricing.yml
- type: Spectral
  url: rules/fillfolio-com-rules.yml
- type: AgentSkill
  url: skills/_index.yml
- type: ChangeLog
  url: changelog/fillfolio-com-changelog.yml
- type: Conventions
  url: conventions/fillfolio-com-conventions.yml
- type: Sandbox
  url: sandbox/fillfolio-com-sandbox.yml
- type: Authentication
  url: authentication/fillfolio-com-authentication.yml
- type: OAuthScopes
  url: scopes/fillfolio-com-scopes.yml
- type: Deprecation
  url: lifecycle/fillfolio-com-lifecycle.yml
- type: Lifecycle
  url: lifecycle/fillfolio-com-lifecycle.yml
- type: ErrorCatalog
  url: errors/fillfolio-com-problem-types.yml
- type: Conformance
  url: conformance/fillfolio-com-conformance.yml
- type: LLMsTxt
  url: llms/fillfolio-com-llms.txt
- type: ToolCrosswalk
  url: mcp/fillfolio-com-tool-crosswalk.yml
- type: MCPServer
  url: mcp/fillfolio-com-mcp.yml
- type: SecurityTxt
  url: well-known/fillfolio-com-security.txt
- type: WellKnown
  url: well-known/fillfolio-com-well-known.yml
- type: Hosts
  url: hosts/fillfolio-com-hosts.yml
- type: Vendors
  url: vendors/fillfolio-com-vendors.yml
- type: VulnerabilityDisclosure
  url: security/fillfolio-com-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/fillfolio-com-domain-security.yml
- type: Website
  url: https://fillfolio.com/
- type: Pricing
  url: https://fillfolio.com/pricing
- type: PrivacyPolicy
  url: https://fillfolio.com/privacy
- type: TermsOfService
  url: https://fillfolio.com/terms
- type: Security
  url: https://fillfolio.com/security
- type: SignUp
  url: https://fillfolio.com/sign-in?redirect_url=%2Fdashboard
- type: Support
  url: https://fillfolio.com/contact
- type: FAQ
  url: https://fillfolio.com/faq
- type: Documentation
  url: https://fillfolio.com/mcp
- type: GitHubOrganization
  url: https://github.com/fillfolio
apis:
- name: Fillfolio public API
  description: Public discovery endpoint for Fillfolio connection catalogs — provider-neutral brokerage, bank, and blockchain
    connection names. Portfolio MCP access is documented separately and requires OAuth.
  humanURL: https://fillfolio.com/api
  baseURL: https://fillfolio.com
  properties:
  - name: OpenAPI (provider-hosted)
    type: OpenAPI
    url: https://fillfolio.com/openapi.json
  aid: fillfolio-com:fillfolio-public-api
x-enrichment:
  date: '2026-11-07'
  status: enriched
  artifacts_added: 36
  pass: modular-v1
  engine: identity=anthropic,contract=anthropic,surfaces=anthropic,docs=anthropic,regulatory=anthropic

Fillfolio API — frequently asked questions

Does Fillfolio have an API?

Yes. APIs.io lists 1 API from Fillfolio, including Fillfolio public API.

Is there an OpenAPI specification for the Fillfolio API?

Yes. APIs.io indexes 1 OpenAPI specification for Fillfolio, each linked for download from this page.

How do I authenticate with the Fillfolio API?

Fillfolio documents its authentication (1 scheme). The details are profiled on APIs.io as Fillfolio Authentication.

How much does the Fillfolio API cost?

Fillfolio publishes its prices; its Free Portfolio plan is Free Portfolio as of 2026-11-07. APIs.io lists 4 pricing plans for Fillfolio, with each plan's price, limits and inclusions under Pricing on this page.

Does Fillfolio have an MCP server?

Yes. APIs.io lists 1 MCP server for Fillfolio: Fillfolio's official hosted MCP server. Read-only Streamable HTTP endpoint that lets approved AI clients read portfolio summaries, holdings, cash and liabilities, activity, and asset metadata after us

Is the Fillfolio API ready for AI agents?

Fillfolio has a Kin Score of 47.5 out of 100 (developing) and an Agent Readiness score of 48.8 (agent-ready), scored by API Evangelist on 2026-11-13.

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