What exactly is the Finary connector?
The Finary connector is built on Model Context Protocol, an open standard that connects your assistant to an external service’s data. With Finary, your assistant reads your wealth and answers on its allocation, your accounts, your positions, your transactions, your fees per fund and a compounding simulation. With your approval, it can also create and edit your goals, create manual investment accounts and record your buys, sells, dividends and interest in them, crypto included.
Which assistants work with the Finary connector?
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.
Can my assistant change my accounts?
Only with your approval, and never your synced accounts. Your assistant can create and edit your goals, create manual investment accounts and record your buys, sells, dividends and interest in them, crypto included. Every change is first shown as a preview: nothing is saved until you confirm it. It cannot place an order, make a transfer or delete anything. Access can be revoked from Finary or from your assistant, with immediate effect.
What can my assistant update?
Your goals, and the manual investment accounts created from your assistant or, in the app, since late October 2026. Accounts synced with a bank or broker, and older manual accounts, cannot be changed. For a financial independence projection, your assistant can also save your date of birth, if you share it.
Is this investment advice?
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: it only records the transactions you describe.
What data goes to my assistant?
The Finary connector sends the assistant you chose:
- your net worth and how it’s split, including per family member;
- your accounts, holdings, property, loans and other assets;
- your income, spending and budgets, and up to two years of history behind them;
- your individual transactions, if you allow it when you connect;
- your goals and plans;
- the family and companies you’ve added;
- your name, email and linked-account status.
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.
How do I disconnect the Finary connector?
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 accesses your wealth, and nothing is changed in your accounts or in your positions.
How do I install the Finary connector?
Installing the Finary connector takes about a minute and requires no API key. In Claude, ChatGPT, Grok, 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. You then approve the permissions you grant your assistant. The step by step guide, assistant by assistant, is in our help centre.
Finary does not show up in ChatGPT, what can I do?
On a ChatGPT Business, Team or Enterprise workspace, installing a plugin can depend on the workspace’s own policy: ask the administrator to allow Finary, or use your personal ChatGPT account. You can also add Finary by hand with developer mode, whose availability depends on your plan and region: turn it on in Settings, Security and login, then in Plugins, Browse plugins, click the + button to the right of the search bar and paste the connector URL.
