Production Truthifi MCP

Truthifi connects Claude to your actual investment and financial accounts, so answers about your money are based on your real portfolio instead of hypotheticals.

Once you authorize the connection, Claude can retrieve:

• Holdings, balances, and performance history across all linked accounts, with benchmark comparisons
• Fees by account, broken down by type
• Asset allocation, market-cap exposure, and equity concentrations, including indirect holdings inside funds
• Investment transactions, dividends, and other distributions
• Budget and spending flows
• Truthifi's automated portfolio health findings and Truthifi Score history
• Security details and related market news

Accounts are linked from 18,000+ banks, brokerages, and retirement providers through Plaid, Envestnet | Yodlee, and Morningstar By All Accounts. Users can also track manually entered assets and liabilities, such as real estate or private investments.

Security and control: Truthifi cannot place trades or move money. Brokerage credentials are entered only on the institution's own login page and are never seen or stored by Truthifi. Users choose which accounts to share when authorizing and can revoke access at any time from Claude's connector settings or their Truthifi account.

Example questions: "What am I paying in fees across all my accounts?" "Am I overconcentrated in any single stock once you count my funds?" "How has my portfolio performed this year against a similar benchmark?"

Requires a Truthifi account (sign up at truthifi.com). Truthifi is not a registered investment advisor and does not provide investment advice.