# Connect an AI assistant to Finvygo

> Connect your AI assistant to Finvygo. It reads your net worth, answers your questions, and can add a holding, always after your confirmation.

## Key facts

- MCP server URL: https://api.finvygo.com/mcp
- Transport: Streamable HTTP, sessionless
- Authorization: OAuth 2.1 with PKCE (S256), public clients only
- Dynamic client registration: supported (RFC 7591)
- Compatible clients: any MCP client with OAuth, from chat assistants (Claude, ChatGPT) to coding agents (Claude Code, Cursor)
- Consent lifetime: expires after 30 days without use, and 90 days at most
- Read tools: 6
- Write tools: 2 (add a holding, and undo that same addition within 15 minutes), both behind an explicit confirmation
- Undo window after a write: 15 minutes, if the holding was not changed since
- Delete or update a holding you entered yourself: not possible. The only removal available is undoing the assistant's own recent addition
- Bank connection: never, holdings are declared by the user
- Price: free
- Interface languages: 8 (fr, en, de, es, pt, it, nl, pl)

## Connecting, step by step

1. Create your Finvygo account, for free, if you have not already.
2. Add at least one holding, otherwise your assistant will have nothing to read.
3. In your assistant, open the connector settings and choose to add one.
4. Paste the Finvygo server URL. Your assistant discovers the rest of the configuration on its own.
5. Sign in to Finvygo in the window that opens, then approve the requested access.
6. Return to your conversation and ask, for example: what's my asset allocation?

## What it cannot do

- It cannot edit or delete a holding you entered yourself.
- It has no access to your bank accounts: Finvygo is declarative, there is no connection to any bank or broker.
- It never sees your password or your private key: authorisation goes through a dedicated token.
- You can revoke its access at any time, from your settings.
- Authorisation stays active as long as you use it. It expires after 30 days without use, and after 90 days at the latest either way.

## Add a holding to your portfolio

Your assistant can add a holding to your portfolio. We would rather say so plainly than let you find out: it never happens without your approval.

Before any addition, Finvygo sends a confirmation request back to your assistant, which shows it to you. Without an answer from you, nothing is written. A client that cannot display that request is simply never offered the addition.

An addition stays reversible for fifteen minutes, as long as you have not edited the holding in the meantime.

## Frequently asked questions

### Can I connect ChatGPT to a net worth tracker?

Yes. Finvygo exposes a standard MCP server, and any compatible client, including ChatGPT, can connect to it to read your net worth.

### Can Claude read my portfolio?

Yes, once the Finvygo connector is added and access is authorised. Claude then queries Finvygo every time you ask a question.

### What is an MCP server?

MCP, for Model Context Protocol, is an open standard that lets an AI assistant connect to an outside service. Finvygo exposes one, which saves you from retyping your numbers by hand into a conversation.

### Which assistants are compatible?

Any client that implements MCP with OAuth authorisation. Reading works everywhere; adding a holding additionally requires the client to know how to display a confirmation request.

### Can my assistant edit or delete my holdings?

It can read, and add a holding after your explicit confirmation. It cannot edit anything, and can only remove the addition it just made itself, within fifteen minutes.

### Do I need to give my bank credentials?

No, never. Finvygo is declarative: you enter your holdings yourself, no bank connection exists, neither for you nor for your assistant.

### How do I revoke an assistant's access?

From your Finvygo settings, at any time. Access stops immediately. It also expires on its own: after 30 days without use, or after 90 days at the latest.

### Is it paid?

No. Connecting an assistant is included, like the rest of Finvygo, with no subscription or premium tier.

### Can I connect a coding agent such as Claude Code?

Yes. Claude Code, Cursor and other coding agents that implement MCP connect to the same server, with the same OAuth authorisation. You add the server URL, approve access in your browser, then query your net worth from your terminal or your editor.

## Sources

- Page: https://finvygo.com/en/ai
- Site index for LLMs: https://finvygo.com/llms.txt