Connected apps are AI assistants and external applications — such as Claude Desktop or Cursor — that you've authorised to access your Aureli data through the Model Context Protocol (MCP).
Viewing connected apps
- Go to Profile from the account menu, then open Security in the sidebar.
- Open the Connected Apps tab.
Each connected app shows:
- App name — the application you authorised
- Permissions — what data the app can access
- Date connected — when access was first granted
Permissions
Apps can request the following permission scopes:
| Scope | What it allows |
|---|---|
| Read portfolios | View portfolios, assets, debts, valuations, net worth, allocation data, and your UK tax year checklist (GBP portfolios only) |
| Edit portfolios | Add new valuations to existing assets and debts |
Each app only has access to the scopes you approved during authorisation.
Every connected app can also read your account's subscription and billing status, and — if you've switched on transaction data for a bank connection — list and read its transactions. These ride alongside whichever portfolio scopes you grant rather than being separate scopes of their own.
Revoking access
To disconnect an app, click the Revoke button next to it. All access tokens for that app are deleted immediately and it can no longer read or modify your data.
If you want to reconnect the app later, you'll need to go through the authorisation flow again from within the app.
No connected apps
If you haven't connected any external apps, the tab displays an empty state. Apps appear here automatically after you authorise them through an MCP-compatible application.
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