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Connect Claude

Step by step: add Assetli as a custom connector in claude.ai, Claude Desktop or Claude Code.

Last updated: October 30, 2026

Connector URL for all Claude clients: https://assetli.app/api/mcp

claude.ai (web and mobile apps)

  1. Open Customize → Connectors (claude.ai/customize/connectors).
  2. Click + Add and choose Add custom connector.
  3. Enter a name (for example “Assetli”), paste the connector URL and click Add.
  4. Click Connect. You are redirected to Assetli; sign in if you are not signed in.
  5. On the consent screen choose the profile and grant Read or Read and write, then click Allow.
  6. Back in Claude, start a chat and ask about your finances.

Anthropic allows custom connectors on the Free, Pro, Max, Team and Enterprise plans; on Free you can add one custom connector. On Team and Enterprise an owner first adds the connector under Organization settings → Connectors, then each member connects it under Customize → Connectors. Checked on 30 October 2026 against Anthropic’s help article; the feature is in beta and can change.

Claude Desktop

  1. Open Settings → Connectors → Add custom connector.
  2. Enter the connector URL.
  3. Authenticate in the browser window that opens; it is the same consent screen.

Claude Code

claude mcp add --transport http assetli https://assetli.app/api/mcp

Authenticate in the browser window that opens; it is the same Assetli consent screen.

Using it

Ask in plain language: “What is my net worth?”, “How much did I spend on groceries last month compared to the month before?”, “Which of my stock positions pass the holding test this year?”. Claude picks the tools; you can see every tool call in the conversation.

Ask it to act, too: “Create a rule that puts every Tesco payment into Groceries”, “Pair these two payments as a transfer between my accounts”, “Move £200 from the Holiday envelope to the Car envelope”, “My savings account balance is right, confirm it”. Writing needs the Read and write scope and a Premium or Max plan.

For writes, Claude first shows a preview from the prepare_* tool and asks you to confirm. Claude’s own permission prompt for tool use applies on top. On top of that, the Assetli server refuses a write that has no token from the preview for the same values, issued in the last 10 minutes. Whether you were asked is still up to Claude.

After a plan change

Which tools Claude gets depends on the scope, not on your plan. A connection with the Read and write scope therefore writes right after you upgrade to Premium or Max; there is nothing to reconnect. After a downgrade or the end of the trial, the write tools stay visible in Claude, but the server refuses them with “Writing and importing over MCP are part of the Premium plan” and nothing is written. Exception: Claude remembers the tool list from the moment you connected, so a connector added on Free before 30 October 2026 has no write tools; after an upgrade, remove it and connect it again once.

Disconnecting

Remove the connector in Claude, and also remove it in Assetli under the account menu (top right) → AI Connection (MCP). Removing it only in Claude leaves a valid refresh token on Assetli’s side until it expires after 60 days.