Production Truthifi MCP
Claude connectorCommunityBring your real portfolio into Claude: holdings, performance, fees, allocation, and health findings across accounts from 18,000+ financial…
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.
Production Truthifi MCP is #1,010 of 11,065 Claude connectors by popularity, down 48 places in a week. It is #1,354 of 4,156 by trending score, down 64 places in a week.
- Tools
- 25
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services170th of 1,486 by popularity · 218th of 613 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 168 |  Grasp | 11,711 | 19,289 #275 | 41places down |
| 169 | 11,704 | — | 51places up | |
| 170 | 11,683 | 21,563 #218 | 48places down | |
| 171 |  Embat | 11,660 | 21,164 #225 | 12places down |
| 172 |  TaxAct | 11,571 | 2,963 #613 | 45places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 216 | 21,649 | 8,877 #317 | 870places up | |
| 217 | 21,564 | 12,514 #122 | 138places down | |
| 218 | 21,563 | 11,683 #170 | 64places down | |
| 219 |  Longbridge | 21,528 | 11,239 #183 | 61places up |
| 220 |  Cashfree | 21,417 | 10,777 #203 | 489places down |
Tools
- create_asset_liability
- delete_asset_liability
- get_accounts
- get_advisors
- get_asset_liabilities
- get_balance_history
- get_budget_flow_summary
- get_composition
- get_dated_holdings
- get_equity_concentrations
- get_fees
- get_findings
- get_groups
- get_investment_transactions_summary
- get_market_cap_allocation
- get_performance_history
- get_scan_status
- get_security_distributions
Show all 25Show fewer
- get_security_info
- get_security_news
- get_subscription_info
- get_transactions
- get_truthifi_info
- get_truthifi_score_history
- run_scan
- Categories
- Made by
- Truthifi Inc. · Website
- Sign-in
- Required
- Connector URL
- https://api.truthifi.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Acts on
- Finances
- Everyday life
- Money
- Added
- September 20, 2026
- More info
- Sponsorship
- Promote this connector