Connecting Aureli to Gemini

Aureli's MCP server lets you connect your portfolio data to Google Gemini, so you can ask about your finances directly in Gemini.

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

How to connect

1. Open Gemini and go to Settings.
2. Navigate to the Extensions or Integrations section.
3. Click Add Extension or Add MCP Server.
4. Enter the following URL:

https://aureli.app/api/mcp

5. Give the extension 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 Gemini.

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

What Gemini can access

Once connected, Gemini 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), trigger an on-demand sync with your connected banks, and file bank transactions under spending categories

Revoking access

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

Troubleshooting

• No MCP option in Gemini? MCP support in Gemini may require a Gemini Advanced subscription. Check Google'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.
• Data not updating? Gemini fetches live data on each request. If values seem stale, check that your Aureli portfolio is up to date.