Connecting Aureli to Claude

Aureli's MCP server lets you connect your portfolio data to Claude Desktop or Claude Code, so you can ask about your finances directly in Claude.

This feature is available on every Aureli plan, including LITE.

Connecting via Claude Desktop

1. Open Claude Desktop and go to Settings (click the gear icon or press

   Cmd + ,

   on Mac /

   Ctrl + ,

   on Windows).
2. Navigate to the Integrations section.
3. Click Add Integration or Add MCP Server.
4. Enter the following URL:

https://aureli.app/api/mcp

5. Give the integration a name (e.g. "Aureli").
6. Click Save or Connect.
7. A browser window will open asking you to sign in to Aureli (if you aren't already) and authorise the connection.
8. Choose which permissions to grant — read portfolios, edit portfolios, or both.
9. Confirm the authorisation. You'll be redirected back to Claude Desktop.

You can now ask Claude questions like "What's my net worth?" or "Show my asset allocation" and it will pull live data from your Aureli account.

Connecting via Claude Code

If you use Claude Code (the CLI), add the MCP server with the

claude mcp add

command:

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

1. Run the command above in your terminal.
2. Follow the OAuth prompt that opens in your browser to sign in to Aureli (if you aren't already) and authorise the connection.
3. Choose which permissions to grant — read portfolios, edit portfolios, or both.

If you'd rather configure it manually, you can add Aureli to the

mcpServers

section of

.mcp.json

(project scope) or

~/.claude.json

(user scope) instead:

{
  "mcpServers": {
    "aureli": {
      "type": "http",
      "url": "https://aureli.app/api/mcp"
    }
  }
}

What Claude can access

Once connected, Claude 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 new valuations to existing assets and debts (this doesn't create new assets/debts or edit their names/details — everything else is done in the Aureli app)

Revoking access

To disconnect Claude from your Aureli account, go to Profile → Security → Connected Apps and click Revoke next to the Claude entry. See Managing connected apps for more details.

Troubleshooting

• Connection not appearing? Make sure you completed the authorisation step in your browser. Check that you're signed in to the correct Aureli account.
• Data not updating? Claude fetches live data on each request. If values seem stale, check that your Aureli portfolio is up to date.