Production Truthifi MCP
Claude connectorCommunityBring your real portfolio into Claude: holdings, performance, fees, allocation, and health findings across accounts from 18,000+ financial…
- Tools
- 25
exposed by this connector
Movement
Over the last 30 days of daily snapshots.
Rank by popularity
Rank by trending score
Popularity score
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Trending score
In its categories
Where this connector sits among the connectors filed beside it. Each row keeps its standing in the whole directory.
Financial servicesno trending score standing · no popularity standing
This connector holds no trending score standing, so the category’s leaders are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 38,060,351 | — | ||
| 3 | 17,021,443 | — | ||
| 11 |  Addepar MCP | 1,777,331 | 1,227places up | |
| 25 | 510,578 | 672places up | ||
| 27 |  Orion | 430,163 | — | |
| 32 |  Wealthbox | 373,520 | 740places up | |
| 38 |  Sheets AI | 245,769 | 34places down |
This connector holds no popularity standing, so the category’s leaders are shown instead.
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 41 | 18,321 | 1places down | ||
| 52 |  Intuit QuickBooks | 17,985 | 0 | |
| 62 | 17,795 | 2places down | ||
| 63 | 17,752 | 2places down | ||
| 72 | 17,517 | 0 | ||
| 83 |  Vibe Prospecting | 17,195 | 0 | |
| 86 | 17,162 | 5places down |
Educationno trending score standing · no popularity standing
This connector holds no trending score standing, so the category’s leaders are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 36 | 276,549 | 149places up | ||
| 51 | 174,396 | 925places up | ||
| 90 | 94,492 | 23places up | ||
| 101 |  Padlet | 90,822 | 45places down | |
| 133 | 69,731 | 91places down | ||
| 137 |  Jotform Sign | 68,606 | 54places down | |
| 160 |  Kuliko AI | 60,329 | 33places down |
This connector holds no popularity standing, so the category’s leaders are shown instead.
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 4 | 22,521 | 0 | ||
| 82 | 17,211 | 4places up | ||
| 108 |  Mobbin | 16,515 | 4places up | |
| 167 | 15,608 | 3places up | ||
| 321 | 13,964 | 16places down | ||
| 384 |  Evernote | 13,337 | 0 | |
| 400 |  Undermind | 13,203 | 9places up |
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.
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
- Added
- September 20, 2026
- More info