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

Click Add.

Kubera will now appear in your Connectors list.

Select Kubera > Connect > Authorize

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

Perplexity, Gemini CLI and Codex

Step 1: Generate AUTH_TOKEN:

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

Perplexity

Go to Customize > Connectors > + Add Custom connector (Only available on premium plans)

Click Add. Kubera will appear as 'Connected'

Note: Perplexity assumes the token type, so paste only the token value — do not prefix it with Basic . Kubera handles this automatically on its end.

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

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