Annonce
Finary est agréé MiCA : investissez en crypto sur une plateforme régulée par l'AMF
Découvrir
Annonce
Finary est agréé MiCA : investissez en crypto sur une plateforme régulée par l'AMF
Découvrir
Connect Finary to your AI assistant. Your synced accounts power every calculation, without re-entering your figures.
Your portfolio 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, open Settings, Connectors.
Add a custom connector, name it Finary and paste the URL.
In ChatGPT, open Settings, Apps and connectors, then Advanced settings.
Create a connector, name it Finary and paste the URL.
Available on paid plans.
In Le Chat, open Settings, Connectors.
Add a connector, name it Finary and paste the URL.
In Perplexity, open Settings, Connectors.
Add a connector, name it Finary and paste the URL.
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?
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.
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 Finary MCP 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 MCP connector works with Claude, ChatGPT, Le Chat, Perplexity, Gemini and Claude Code. The steps differ from one assistant to the next, and the guide above covers each of them, but in every case you sign in with your Finary account and no API key is needed.
No. The Finary MCP connector is strictly read-only: your assistant reads your wealth, it cannot place an order, make a transfer or change any account. Access can be revoked from Finary or from your assistant, with immediate effect.
No. The Finary MCP 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 MCP connector sends the assistant you chose the total and allocation of your wealth, your accounts, your positions with their ongoing fees, and your profile. It exposes no performance and no history. Retention and training depend on your assistant, whose policy is worth checking.
To disconnect the Finary MCP 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 MCP connector takes about a minute and requires no API key. You paste the connector URL into your assistant, then you sign in with your Finary account. The connector stays read-only, and your assistant reads your wealth from there.
Bring your Finary data into Claude, ChatGPT, Le Chat, Perplexity or Gemini, with the permissions you choose.
Connect FinarySample data.
This tool is provided for information purposes and does not constitute investment advice.
