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 requires an Aureli Pro subscription.
How to connect
- Open Gemini and go to Settings.
- Navigate to the Extensions or Integrations section.
- Click Add Extension or Add MCP Server.
- Enter the following URL:
https://aureli.app/api/mcp
- Give the extension 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 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 and edit assets, debts, and valuations
- View connections — view bank connection status
Revoking access
To disconnect Gemini from your Aureli account, go to Profile → 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.
- "Requires Pro" error? MCP server access is only available on the Aureli Pro plan. Upgrade here.
- Data not updating? Gemini fetches live data on each request. If values seem stale, check that your Aureli portfolio is up to date.
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