Annonce
Le connecteur Finary est disponible : interrogez votre patrimoine depuis votre IA
Découvrir
Annonce
Le connecteur Finary est disponible : interrogez votre patrimoine depuis votre IA
Découvrir
Annonce
Le connecteur Finary est disponible : interrogez votre patrimoine depuis votre IA
Découvrir
Connect Finary to your AI assistant. Your synced accounts power every calculation, without re-entering your figures, read only.
Your wealth becomes the context for your AI, with answers and scenarios grounded in your Finary data.
Keep it: you will paste it into your assistant in the next step.
https://public-api.finary.com/mcpIn Claude desktop or claude.ai:
From a browser, with ChatGPT Plus or Pro:
From a browser:
In Mistral Vibe:
In Perplexity, on a paid plan:
You sign in with your Finary account and grant read-only access.
Ask for your wealth allocation by asset class, for example.
See an exampleYour agent adds the connector. You sign in with your Finary account afterwards.
One command adds the Finary connector to Claude Code.
The Finary connector is added to Claude Code’s MCP configuration.
$claude mcp add --transport http finary https://public-api.finary.com/mcpType claude and send your first question.
You sign in with your Finary account on the first request.
Using Claude Code or a terminal?
Want the step by step, assistant by assistant? Read the full guide
From securities to property, your synced assets come together in one context.
Your assistant can read your data, never act on your accounts or decide for you. It only ever reads your own data: the connector gives access to no account other than yours.
Your banking credentials remain with regulated providers, outside Finary.
Your accounts remain untouched, even while your assistant reads them.
You remain the decision-maker; no response constitutes financial advice.
Sign in with Finary, with no API key to create or store.
Withdraw access whenever you choose, with immediate effect.
The full guide, assistant by assistant, is in our help centre.
The Finary connector is built on Model Context Protocol, an open standard that lets your assistant read data from an external service. With Finary, your assistant reads your wealth and answers on its allocation, your accounts, your positions, your fees per fund and a compounding simulation.
The Finary connector works with Claude, ChatGPT, Grok, Perplexity and Mistral, and with Claude Code and Cursor from the command line. More broadly it works with any MCP-compatible client: nothing in your account restricts your choice, and you sign in with your Finary account, with no API key.
No. The Finary connector is strictly read-only: your assistant reads your wealth, it cannot place an order, make a transfer, or change or delete anything. Access can be revoked from Finary or from your assistant, with immediate effect.
No. The Finary connector lets your assistant read and describe your wealth, not recommend an investment. Your assistant’s answers do not constitute investment advice, and the connector adds no tool to buy, sell or rebalance anything in your accounts.
The Finary connector sends the assistant you chose:
It only ever reads your own data: the connector gives access to no account other than yours. Retention and training depend on your assistant, whose policy is worth checking.
To disconnect the Finary connector, remove it in your assistant or revoke its access from your Finary account. Revocation takes effect immediately: your assistant no longer reads your wealth, and nothing is changed in your accounts or in your positions.
Installing the Finary connector takes about a minute and requires no API key. In Perplexity and Mistral, Finary is listed in the connector directory: there is no custom connector to create and no URL to paste. Elsewhere, you paste the connector URL into your assistant, then you sign in with your Finary account. On ChatGPT, you first need to turn on developer mode, in Settings, Security and login: without it, adding a custom connector is not offered. The connector stays read-only, and your assistant reads your wealth from there. The step by step guide, assistant by assistant, is in our help centre.
ChatGPT only allows custom connectors when developer mode is on. Open Settings, Security and login, turn on Developer mode. Then go back to settings, open Plugins, then Browse plugins at the bottom: the + button to the right of the search bar opens the form. Note that the plugin called Plugin Management is not where you add one. Developer mode is available on ChatGPT Plus and Pro, from a browser.
Bring your Finary data into Claude, ChatGPT, Grok, Perplexity or Mistral, with the permissions you choose.
Connect FinarySample data.
Answers come from the assistant you chose, not from Finary. They constitute neither personalised investment advice nor a recommendation to buy or sell.
The third-party assistants you connect receive your data solely upon your instruction, not on Finary’s behalf: they act as independent data controllers. Details are in our privacy policy.
Investing involves risks, including the risk of capital loss.
Finary SAS, a société par actions simplifiée with share capital of €11,625,000, registered with the Paris Trade and Companies Register under number 892 357 724, registered office 58 rue de Monceau 75380 Paris 8. Finary SAS is an investment firm authorised by the Autorité de Contrôle Prudentiel et de Résolution (ACPR) under licence number 19283 to provide the investment service of investment advice, and a member of the Association Française des Marchés Financiers (AMAFI). Finary SAS acts as an insurance broker registered with Orias under number 21001279.
