Use Kubera with AI Assistants: MCP Setup Guide Part 1
Ask ChatGPT, Claude, Perplexity, Gemini etc. about your net worth, assets, liabilities, and portfolio allocation using your live Kubera portfolio data.
Jump to
- ChatGPT
- Claude
- Grok
- Perplexity
- Grok Bot, Cursor Desktop, Antigravity CLI, ChatGPT app and Others (Part 2) ↗
- Export portfolio data as MD file
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.
Select Kubera > Connect > Authorize
Start a new chat > Ask "What's my net worth"
Grok
Go to the Grok sidebar menu
Skills and Connectors > New Connector > Custom
| Field | Value |
| Name | kubera |
| Server URL | https://api.kubera.com/api/v1/mcp |
Click 'Add Connector'
In the next screen, enter Client ID as kubera-grok
Save & Connect
Authorize your Kubera account when prompted
Start a new chat > Ask "What's my net worth"
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Instructions for Grok Bot and Cursor Desktop
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
Drop the file into ChatGPT, Claude, or Gemini and ask:
- What stands out in my balance sheet?
- Where am I overly concentrated?
- Summarize my assets, liabilities, and entities
- What questions should I ask my advisor?
You can also use it with private, local AI tools on your own machine.
Drop it into Ollama, LM Studio, or your personal knowledge base and let your AI work from your actual financial picture.
Grok Bot, Cursor Desktop, Antigravity CLI, ChatGPT app and Others (Part 2)