# Fillfolio

**Canonical:** https://apis.io/providers/fillfolio-com/  
**Website:** https://fillfolio.com/  
**APIs profiled:** 1

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.

## Kin Score — 47.5 / 100 (developing)

Scored 2026-11-13 under rubric 0.28.0.

| Facet | Score |
|---|---|
| Discoverability | 75.0 |
| Contract Quality | 24.0 |
| Contract Governance | 31.8 |
| Operational Transparency | 54.8 |
| Developer Ergonomics | 40.5 |
| Access Clarity | 61.7 |

Regulatory layer — **Banking & Open Finance**: 37.8 (matched via tags).

## Agent readiness — 48.8 (agent-ready)

| Dimension | Value |
|---|---|
| Spec Presence | yes |
| Agentic Access | derived |
| Reversibility Documented | no |
| MCP Server | documented |
| Auth Clarity | served |
| Idempotency | no |
| Error Semantics | documented |
| OpenAPI Examples | no |
| Rate Limit Signal | documented |
| Event Surface Described | no |
| Agent Skills | yes |
| Well Known Catalog | yes |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |
| Delegated Identity | served |
| Protected Resource Metadata | verified |
| Dynamic Client Registration | yes |
| Agentic Commerce | no |
| Pagination Ratio | na |
| Operation Distinctiveness | na |
| MCP Tool Quality | na |

## Access

Freemium · Self-serve signup — onboarding: self-serve, pricing: freemium, trial: no (confidence: high).

## APIs (1)

- **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)

- **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 ...

## Agentic access (1)

- **Fillfolio Agentic Access** — 1 operation

## Security (3)

- **Fillfolio Authentication** — 1 scheme
- **Fillfolio Domain Security** — TLSv1.3 · HSTS · DNSSEC
- **Fillfolio Vulnerability Disclosure** — security.txt · contact published

## Plans (1)

- **Fillfolio Plans Pricing**

## Tags

Portfolio Tracking, Net Worth, Personal Finance, Investment Tracking, Bank Aggregation, Crypto Wallet Tracking, MCP, Google Sheets Add-on

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/fillfolio-com/). Scores are computed from the provider's own public artifacts under a published rubric.