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 requires an Aureli Pro subscription.

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 view connections.
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 to your configuration file:

1. Open your Claude Code configuration (usually

   ~/.claude/settings.json

   or the project-level

   .claude/settings.json

   ).
2. Add Aureli to the

   mcpServers

   section:

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

3. Restart Claude Code or reload the configuration.
4. On first use, you'll be prompted to authorise the connection in your browser.

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 and edit assets, debts, and valuations
• View connections — view bank connection status

Revoking access

To disconnect Claude from your Aureli account, go to Profile → 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.
• "Requires Pro" error? MCP server access is only available on the Pro plan. Upgrade here.
• Data not updating? Claude fetches live data on each request. If values seem stale, check that your Aureli portfolio is up to date.