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

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

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?”

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.

Part 2: Cursor Desktop, Antigravity CLI and Others

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