AI connection (MCP)

Assetli runs a remote MCP server. Once connected, your AI client can read your financial data and, if you allow it, add or edit records, in the same way the web app does.

Connector URL: https://assetli.app/api/mcp

What you can do

• Ask for your net worth, balances, spending by category, budgets, portfolio, tax view, properties, vehicles, debts, savings, household energy and the financial score.
• Have terms explained from the Assetli glossary.
• With write access and a Premium or Max plan: add transactions, stock and crypto trades, utility readings and valuables; update budgets and valuables; import a bank CSV pasted into the chat.

There are no delete tools. Every write has a preview tool, and the server refuses a write that does not carry the preview’s token for the same values.

How access is granted

1. Your AI client registers itself with Assetli automatically (OAuth 2.1 dynamic client registration).
2. You are sent to Assetli to sign in if needed.
3. On the consent screen you pick one profile and grant Read or Read and write. Write includes read.
4. Assetli issues an access token valid for 1 hour and a refresh token valid for 60 days. The client refreshes silently; the refresh token is rotated on every use.

The token is tied to your user, the chosen profile, the granted scope and the connector that requested it. Your password is never shared with the AI client.

Reading is free on every plan. Writing and importing require Premium or Max; on Free the write tools are not even listed to the client.

Setup guides

• Claude: claude.ai, Claude Desktop and Claude Code.
• ChatGPT: custom connectors in Developer mode.
• Gemini: the consumer Gemini app does not support custom MCP connectors at the time of writing. Gemini CLI and Gemini Enterprise can add the server with the Streamable HTTP transport and OAuth.

Revoking access

Open the account menu (top right) → AI Connection (MCP) in the web app. Every active connector is listed with its scope and profile. “Remove” revokes all its tokens immediately; the client has to go through consent again to reconnect.

What Assetli sees

Your conversation stays in the AI client. Assetli receives only the tool calls: the tool name and its arguments. Reads are not logged. Writes are recorded in an audit log for 12 months, which you can see on the same page where you manage connectors. The full picture, including what the server enforces and what it does not, is in Security and data flow.