Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Truthifi MCP server What am I paying in fees across all my accounts?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Truthifi is the financial hub for families, advisors and AI agents: one verified household record they work on together, shared only on the household's terms. This MCP server brings that record into your AI assistant: accounts, activity, holdings, fees, performance, cash flow, the advisors on your accounts, financial diagnostics, and your Truthifi Score with the findings behind it, from 18,000+ supported institutions (through data partners; available data varies by institution). So your AI acts on what's real, not what's reported.
This repository holds documentation, client configuration and agent skills only. The server is hosted by Truthifi at https://api.truthifi.com/mcp; there is nothing to build or run.
Server URL |
|
Transport | Streamable HTTP |
Sign-in | OAuth with Dynamic Client Registration. You sign in to Truthifi in your browser; no bank or brokerage credentials pass through the assistant |
Registry name |
|
Account | A Truthifi account (see the Terms for eligibility). Start free (limits apply); plans |
Claude (web or desktop; then available on mobile): Customize → Connectors → + → Add custom connector → paste https://api.truthifi.com/mcp and leave Advanced settings empty. On Team or Enterprise, an Owner adds it first under Organization settings → Connectors.
ChatGPT (web): ChatGPT connects custom MCP servers through developer mode, which OpenAI describes as intended for developers; read OpenAI's guidance before turning it on. Then create an app, paste https://api.truthifi.com/mcp and choose OAuth. Which ChatGPT plans can use it, and whether tools that change data are allowed, is set by OpenAI; current steps: https://truthifi.com/connect.
Claude Code
claude mcp add --transport http truthifi https://api.truthifi.com/mcp
# or install the plugin (connector plus skills):
/plugin marketplace add truthifi/truthifi-mcp
/plugin install truthifi@truthifiGemini CLI
gemini extensions install https://github.com/truthifi/truthifi-mcpOpenAI Codex
codex mcp add truthifi --url https://api.truthifi.com/mcp
# if the browser sign-in was skipped or expired: codex mcp login truthifiAgent skills (skills-aware agents)
npx skills add truthifi/truthifi-mcpConfigs for Cursor, VS Code, GitHub Copilot CLI, Windsurf/Devin, Antigravity, Kiro, Zed, JetBrains, Cline, Goose, Continue, OpenCode, LM Studio and more are in configs/, with which ones we've tested.
Cursor plugin (connector plus skills): install Truthifi from the Cursor Marketplace, or use the button above for the MCP server only. Kiro power: Powers → Import power from GitHub → https://github.com/truthifi/truthifi-mcp. Step-by-step guides: https://truthifi.com/connect.
Related MCP server: Lunch Flow MCP Server
What am I paying in fees across all my accounts, and which account costs the most?
How is my portfolio split by asset class, and where am I most concentrated?
How has my portfolio performed this year compared with its benchmark?
Which individual stocks am I most exposed to, counting what I hold through funds?
What are the findings behind my Truthifi Score?
Run a full fee audit of my household.
Build my household balance sheet.
Give me a tax preview for this year.
29 tools. Truthifi's access to your bank and brokerage accounts is read-only: nothing your AI assistant does through Truthifi can move money, place trades or change settings there. Three tools change data inside Truthifi only, marked below.
Tool | What it does | Credits | Changes data? |
| Lists your linked accounts, and how far back each one's data goes | 1 | No |
| Your account groups, goals and wealth buckets | 1 | No |
| Financial advisors linked to your accounts, with details from public regulatory records | 1 | No |
| Your positions in each account on one day (the latest by default) | 2 | No |
| How your portfolio splits by asset class, sector, industry or country (top 10 of each) | 1 | No |
| Your exposure to individual stocks, including what you hold through funds | 1 | No |
| How your portfolio splits across market-cap sizes, for stocks and funds separately | 1 | No |
| Opening and closing balance for each account over a date range | 1 | No |
| Return, income and gain or loss over a date range, compared with a similar benchmark | 1 | No |
| Fees per account, by type: maintenance, margin interest, advisory, commissions, fund fees | 1 | No |
| Individual transactions, filterable and paged | 1 | No |
| Spending and income by period and category (excludes card payments and investment income) | 1 | No |
| Buys, sells, dividends and other investment activity, totalled by period | 1 | No |
| Assets and liabilities you track by hand, such as a home, a car or a mortgage | 1 | No |
| Adds one asset or liability you track by hand. Shows a preview first, and saves only after you confirm | 0 | Yes, inside Truthifi |
| Permanently deletes one asset or liability you track by hand | 1 | Yes, inside Truthifi (permanent) |
| The financial health findings behind your Truthifi Score | 1 | No |
| Your Truthifi Score over time | 1 | No |
| Reference details for up to 15 securities per call (fewer on some plans) | 1 | No |
| Dividend and capital-gain history for up to 15 securities per call (fewer on some plans), up to 2 years back | 1 | No |
| Recent news by stock ticker or by topic (stock tickers only, not funds) | 1 | No |
| Answers questions about Truthifi, linking accounts and US personal-finance benchmarks | 0 | No |
| Refreshes one connection's data right now, instead of waiting for the automatic refresh | 3 | Yes, inside Truthifi |
| Checks how a refresh is going | 0 | No |
| Your plan, credits used, and which tools you can use | 0 | No |
| Gives you a secure link to connect a new bank or brokerage account | 0 | No (returns a link) |
| Gives you a link to fix bank or brokerage connections that aren't refreshing (only when one needs fixing) | 0 | No (returns a link) |
| Gives you a link to the plan picker, when a higher plan exists | 0 | No (returns a link) |
| Ready-made step-by-step prompts, such as a fee audit, a spending review or a tax preview. Instructions only, never account data | 0 | No |
Some tools need a higher plan, and some have per-plan limits; get_subscription_info (free) tells your assistant what yours includes. Full reference: docs/tools.md · machine-readable: docs/tools.json · live page: https://truthifi.com/mcp-tools.
Skill | What it does |
Allocation, concentration, performance and Score findings in one summary | |
Fees reported across your accounts, by account and type | |
Connecting Truthifi and linking a first account |
Truthifi is unlocking agentic finance for everyone. We believe a household should own the record of its financial life: everything comes in, and nothing goes out unless the household says so.
The Vault. What people own finally counts: investments, bank and credit accounts, insurance policies, property, private holdings and the documents behind them, in one verified record.
The Decoder. 18,000 dialects of finance, translated into one. Every holding identified, sells and splits handled correctly, and the record kept whole when a connection breaks.
The Score. A complete picture, turned into a next action. Truthifi reviews the whole record every night and shows where to focus.
The Feed. News that actually knows what you own.
The Dashboard. Insight no single statement can give you: every fee in Fee X-Ray, look-through to your true exposure, benchmarked performance, cash flow and the Wealth Map.
Sharing. Families decide what their team sees, and can revoke access at any time.
Families, agents and advisors. Finally working from one verified truth.
Truthifi doesn't sell investments, so it can stay independent. Learn more at truthifi.com.
Your assistant can't move money, place trades or change anything at your bank or brokerage. Three tools change data inside Truthifi only.
Data the tools return goes to the AI assistant you chose and is handled under that provider's terms.
OAuth sign-in; credentials never pass through the chat.
Details: docs/security-and-privacy.md · Privacy · Terms · Security · report a vulnerability: SECURITY.md
Truthifi is not a registered investment adviser or broker-dealer. Truthifi provides data and analysis, not investment, tax or legal advice, and nothing here is a recommendation to buy or sell any security. The Truthifi Score and findings reflect Truthifi's own methodology. Past performance does not guarantee future results; benchmark comparisons are for context. Account data comes from your institutions through aggregation partners and may be delayed or incomplete; check important figures against your statements. Answers are written by the AI assistant you use, not by Truthifi, and may contain mistakes. Use of Truthifi is governed by the Truthifi terms.
Help center · support@truthifi.com · FAQ
Text, configuration and skill files are MIT licensed (see LICENSE and NOTICE). The Truthifi name, logo and Truthifi Score are trademarks of Truthifi, Inc. and are not licensed under MIT; see TRADEMARKS.md. Claude, ChatGPT, Gemini, Copilot, Cursor and other product names are trademarks of their owners and are used only to describe compatibility.
This server cannot be deployed
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