Use Kubera with AI Chatbots: MCP Setup Guide

ChatGPT

Go to Kubera GPT > Authorize > Ask your questions.


Claude

Go to Claude (web or app) Sidebar Menu

Customize > Connectors > + > Add Custom Connector

Name: Kubera
Remote MCP Server URL: https://api.kubera.com/api/v1/mcp
Click Add

Kubera will now appear in your Connectors list.

Select Kubera > Connect > Authorize

Start a new chat > Ask What's my net worth


Gemini CLI and Codex

Step 1: Generate AUTH_TOKEN:

Kubera (on desktop) > Settings > API > Create New API Key / MCP Token

Gemini CLI

ADD
gemini mcp add --transport http kubera https://api.kubera.com/api/v2/mcp --header "Authorization: Basic <AUTH_TOKEN>"









REMOVE
gemini mcp remove kubera

Note: Kubera is not yet available on the Gemini web versions.

Codex App

Field Value
MCP Server Name kubera
Transport Type Streamable HTTP
URL https://api.kubera.com/api/v2/mcp
Header Authorization: Basic <AUTH_TOKEN>

Export Portfolio Data

Alternatively, you can export the LLM friendly portfolio data file, upload to the AI chatbot and chat.

Kubera (on desktop) > Share menu (on the header) > Data for AI Chatbots