AgentIndex icon
AgentIndex
obsidian-mcp-tools logo
obsidian-mcp-tools
★ 827
vs
portfolio-mcp logo
portfolio-mcp
★ 12

obsidian-mcp-tools vs portfolio-mcp

obsidian-mcp-tools: MCP Tools for Obsidian is a plugin that allows AI applications like Claude Desktop to securely interact with your Obsidian vault using the Model Context Protocol. It bridges your vault with AI assistants, enabling features like note reading, semantic search, and template execution through a secure local server.; portfolio-mcp: portfolio-mcp is a Model Context Protocol (MCP) server that allows users to interact with their XP Investimentos portfolio via Claude Desktop. It processes official PDF/CSV exports from XP, stores the normalized data in a local SQLite database, and answers portfolio-related questions without sending sensitive information externally. It provides analytical tools for asset allocation, returns calculation, and market data screening.

01

TL;DR

obsidian-mcp-tools logo
obsidian-mcp-toolsRAG / Knowledge Base · ★ 827

AI assistants referencing Obsidian notes for content creation or summarization.

Read obsidian-mcp-tools full review →
portfolio-mcp logo
portfolio-mcpRAG / Knowledge Base · ★ 12

Compare current allocation against a target portfolio and suggest rebalancing actions.

Read portfolio-mcp full review →
02

Side-by-Side Comparison

Field
obsidian-mcp-tools logoobsidian-mcp-tools
portfolio-mcp logoportfolio-mcp
Category
RAG / Knowledge Base
RAG / Knowledge Base
Stars
★ 827
★ 12
License
MIT
MIT
Install Command
brew install gh
npx -y portfolio-mcp
Updated
5mo ago
4mo ago
Open Source
Yes
Yes
Website
↗ Visit
↗ Visit
GitHub
↗ GitHub
↗ GitHub
Tags
Obsidian, AI Integration, Model Context Protocol
TypeScript, Node.js, Model Context Protocol
03

Features

obsidian-mcp-tools logoobsidian-mcp-tools
01Secure Vault Access for AI assistants
02Semantic Search capabilities within your vault
03Obsidian Template Integration through AI interactions
04Secure local MCP server acting as a bridge
05Automated configuration for AI clients like Claude Desktop
portfolio-mcp logoportfolio-mcp
01Local-first data storage in SQLite with zero outbound HTTP calls for core tools.
02No credentials or web scraping required; users import PDF/CSV exports directly.
03Read-only by design, ensuring no orders can be placed or modifications made at XP.
04Stdio transport for secure communication with Claude Desktop, no open ports.
05Idempotent import of PDF/CSV files to prevent data duplication.
04

Use Cases

obsidian-mcp-tools logoobsidian-mcp-tools
↳AI assistants referencing Obsidian notes for content creation or summarization.
↳AI assistants performing context-aware searches within the Obsidian vault.
↳AI applications executing Obsidian templates for dynamic content generation.
portfolio-mcp logoportfolio-mcp
↳Compare current allocation against a target portfolio and suggest rebalancing actions.
↳Query specific assets, such as CDBs maturing in a given year.
↳List portfolio positions grouped by asset class with detailed values.
↳Get a comprehensive portfolio summary including P&L, FGC coverage, and maturity overview.
↳Calculate time-weighted return (TWR) and money-weighted return (MWR) for the portfolio.
05

Best For

obsidian-mcp-tools logoobsidian-mcp-tools
Hidden Gem
portfolio-mcp logoportfolio-mcp
—
FAQ

FAQ

What is the difference between obsidian-mcp-tools and portfolio-mcp?
Both obsidian-mcp-tools and portfolio-mcp are in the RAG / Knowledge Base category. obsidian-mcp-tools has 827 stars, while portfolio-mcp has 12 stars.
Which is better, obsidian-mcp-tools or portfolio-mcp?
The best choice depends on your use case. Choose obsidian-mcp-tools if AI assistants referencing Obsidian notes for content creation or summarization., and portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions..
Is obsidian-mcp-tools free or open source?
Yes, obsidian-mcp-tools is open source on GitHub (MIT).
Is portfolio-mcp free or open source?
Yes, portfolio-mcp is open source on GitHub (MIT).
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