Connect Claude

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

claude.ai (web and mobile apps)

1. Open claude.ai/customize/connectors.
2. Click + and choose Add custom connector.
3. Paste the connector URL and confirm.
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.

Whether custom connectors are available on your Claude plan is decided by Anthropic; check the current terms if the option is missing.

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.

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.

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.