Your AI is the interface, while AllInvestView keeps the books: brokers synced, cost basis, dividends, tax for your country, and every change reversible. That lets you ask about what you own, tell it what you bought or received, fix the record, or act on the numbers without clicking through screens.
Works with ChatGPT, Claude, Claude Code and Cursor.
Two minutes, once. After that your assistant remembers the connection.
In your browser, on a computer, tablet or phone. Developer mode is available on paid plans; in a workspace an admin may need to allow it.
Click your name at the bottom left, then Settings, Security and login, and switch on Developer mode. Custom MCP servers only appear once this is on.
Open ChatGPT Plugins and press the plus button to add a developer-mode app.
Any name works. The URL has to be exact.
https://www.allinvestview.com/mcp
You land on AllInvestView, sign in if you are not already, and see exactly what the connector will be able to do. Approve it and you are connected. Ask it something straight away.
On claude.ai in any browser, same idea, one screen shorter. Once connected it is available in the Claude apps too.
Choose Add custom connector.
Claude sends you to AllInvestView for the consent screen, the same as above.
https://www.allinvestview.com/mcp
One command in your terminal, then approve in the browser.
claude mcp add --transport http allinvestview https://www.allinvestview.com/mcp
Add the server to your MCP configuration.
{
"mcpServers": {
"allinvestview": {
"url": "https://www.allinvestview.com/mcp"
}
}
}Your portfolios are already synced from your brokers and kept up to date. The connector gives your assistant the same picture, so you can ask in plain language instead of clicking through screens.
Trade deletions apply immediately and can be undone. Ask your assistant to undo the last reversible change. Only deleting a whole portfolio happens in the app.
No special syntax. Ask the way you would ask a person who has your statements in front of them.
Whatever your assistant asks for is sent to that AI provider, the same as anything else you type into it. You decide what to ask, and nothing leaves AllInvestView unless a question calls for it.
The connection is yours to end. Revoke it from your account page and the assistant loses access immediately, no need to change your password.
MCP is a standard way for an AI app to reach a service you already use. Ours sits in front of your AllInvestView account, so instead of pasting numbers into a chat you point the assistant at your portfolios and ask. The data it sees is the same data you see when you log in.
ChatGPT, Claude, Claude Code and Cursor all connect today. Anything else that speaks MCP over HTTP works too, with the same server URL and the same approval screen. There is nothing to install, and it works from a tablet or phone as well as a computer.
It reads holdings, cash, cost basis, performance, dividends, options, bonds and your tax figures. It can add and correct trades, book dividends, set price alerts, change portfolio settings and tax rules, and run imports. Trade deletions apply immediately and can be undone. Only deleting a whole portfolio happens in the app.
Only what you ask about. That part goes to the AI provider you are using, the same as anything else you type into it. You can revoke the connection from your account page whenever you want, and access stops straight away.
The connector is part of the Pro plan, so if you are on Pro you can turn it on today. There is no extra fee and nothing to pay per question. On another plan, upgrading is the only step.
Connecting an AI app is included with Pro, alongside broker sync, tax reports and the rest of the analytics. If you are on another plan you can upgrade in a couple of clicks.
This is the first version of the connector. More of what the app can do will reach it over the next few months.