Aureli's MCP server lets you connect your portfolio data to ChatGPT, so you can ask about your finances directly in your ChatGPT conversations.
This feature requires an Aureli Pro subscription.
How to connect
- Open ChatGPT and go to Settings.
- Navigate to the Connected Apps or Integrations section.
- Click Add Integration or Add MCP Server.
- Enter the following URL:
https://aureli.app/api/mcp
- Give the integration a name (e.g. "Aureli").
- Click Save or Connect.
- A browser window will open asking you to sign in to Aureli (if you aren't already) and authorise the connection.
- Choose which permissions to grant — read portfolios, edit portfolios, or view connections.
- Confirm the authorisation. You'll be redirected back to ChatGPT.
You can now ask ChatGPT questions like "What's my current net worth?" or "What are my largest assets?" and it will pull live data from your Aureli account.
What ChatGPT can access
Once connected, ChatGPT can use the following tools depending on the permissions you granted:
- Read portfolios — view your portfolios, assets, debts, net worth, and allocation data
- Edit portfolios — add and edit assets, debts, and valuations
- View connections — view bank connection status
Revoking access
To disconnect ChatGPT from your Aureli account, go to Profile → Connected Apps and click Revoke next to the ChatGPT entry. See Managing connected apps for more details.
Troubleshooting
- No MCP option in ChatGPT? MCP support in ChatGPT may require a ChatGPT Plus or Team subscription. Check OpenAI's documentation for the latest on MCP availability.
- Connection not appearing? Make sure you completed the authorisation step in your browser. Check that you're signed in to the correct Aureli account.
- "Requires Pro" error? MCP server access is only available on the Aureli Pro plan. Upgrade here.
- Data not updating? ChatGPT fetches live data on each request. If values seem stale, check that your Aureli portfolio is up to date.
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