Connect AllInvestView to ChatGPT or Claude and ask about what you actually own: holdings and cash across your portfolios, what you paid, what it is worth today, the dividends landing next month, your options and bonds, and what the tax looks like. Then tell it to do something about it. Changes are applied in your account, and you can undo them by asking.
Works with ChatGPT, Claude, Claude Code and Cursor.
Two minutes, once. After that your assistant remembers the connection.
On the web. 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, same idea, one screen shorter.
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.
Every change is reversible. Ask your assistant to undo it and the account goes back to how it was. Deleting trades or a whole portfolio still happens in the app, on purpose.
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 on your computer.
It reads holdings, cash, cost basis, performance, dividends, options, bonds and your tax figures. It can also act: price alerts, trade corrections, portfolio settings, tax rules and imports. Every change is reversible: say undo and the last change is taken back, while deleting trades or a whole portfolio still 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.