Use Kubera with AI Assistants: MCP Setup Guide Part 1
The Kubera MCP lets your AI assistant find, create, and update things in Kubera: assets, debts, cash flows, sheets, sections, and portfolios. It can also read your net worth, 1-day change, value history, and recap reports, and use them to answer questions about your portfolio. More is on the way.
Jump to
ChatGPT
Go to kubera.com/chatgpt
Click on Connect and follow the prompts to authorize your Kubera account.
Start a new chat > Ask @kubera What’s my net worth, and wait for the response.
Claude
Go to Claude (web or app) sidebar menu
Customize > Connectors > + Add Custom Connector
| Field | Value |
| Name | Kubera |
| Remote MCP Server URL | https://api.kubera.com/api/v1/mcp |
Click Add.
Kubera will now appear in your Connectors list.
Click Authorize. If you don't see this option Select Kubera > Connect > Authorize
Start a new chat > Ask "What's my net worth"
Grok
Go to the Grok sidebar menu
Plugins > New Connector > Custom
| Field | Value |
| Name | kubera |
| Server URL | https://api.kubera.com/api/v1/mcp |
Click 'Add Connector'
Authorize your Kubera account when prompted
Start a new chat > Ask "What's my net worth"
Grok Bot
1. Start a chat with your Grok Bot agent.
2. Tell the agent the following
Add the Kubera connector. MCP URL: ‘https://api.kubera.com/api/v1/mcp’ Client ID: ‘kubera-grok-bot’
3. Confirm when the agent asks to add it.
4. When the connect card appears, authorize your Kubera account.
5. After it’s connected, try asking: “What’s my net worth?” or “What’s my default portfolio?”
Muse
Step 1: Generate AUTH_TOKEN in Kubera
Kubera (on desktop) > Settings > AI Assistants > Muse > Generate Auth Token
Step 2: In Muse app
Open a chat with Muse and send the following as-is:
Create a Kubera connector using the MCP server URL https://api.kubera.com/api/v2/mcp. Every request should include the header: Authorization: <AUTH_TOKEN> The request payload should follow the standard MCP server request format.
Muse will ask you to enter the key.
Enter the AUTH TOKEN you generated in Step 1.
Once added, Kubera will appear as a connector.
Step 3: Start a new chat
Ask What's my net worth?
Perplexity
Step 1: Generate AUTH_TOKEN in Kubera
Kubera (on desktop) > Settings > AI Assistants > Perplexity > Generate Auth Token
Step 2: On Perplexity
Go to Customize > Connectors > + Add Custom connector (Only available on premium plans)
| Field | Value |
| Name | kubera |
| MCP Server URL | https://api.kubera.com/api/v2/mcp |
| Advanced / Auth | API Key |
| API Key | AUTH_TOKEN (see Step 1 above) |
Click Add. Kubera will appear as 'Connected'
Start a new chat > Ask "What's my net worth"
Note: Perplexity assumes the token type, so paste only the auth token value — do not prefix it with 'Basic'. Kubera handles this automatically on its end.
Export Portfolio Data as MD file
Alternatively, you can export an LLM-friendly markdown version of your portfolio data and use it with any AI Assistant whenever you need.
Kubera (on desktop) > Share menu (on the header) > Data for AI Assistants
You can also use it with private, local AI tools on your own machine.
Drop it into Gemini, Ollama, LM Studio, or your personal knowledge base and let your AI work from your actual financial picture.