Use Kubera with AI Assistants: MCP Setup Guide

Connect your Kubera account to AI Assistants to ask questions about your net worth, assets, liabilities, and portfolio allocation using your live Kubera portfolio data.

ChatGPT

Kubera GPT, the old way of connecting Kubera to ChatGPT, has been discontinued. Here’s how to upgrade to the new Kubera app in ChatGPT.

Go to the Kubera app in ChatGPT

Click on Connect > Authorize

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

Your Kubera data will now be available directly in ChatGPT chats without needing any additional steps.

Note: We’ve observed degraded performance of the Kubera app on the free version of ChatGPT, including a higher rate of hallucinations. For the best experience, we recommend using a paid ChatGPT plan.


Kubera GPT is discontinued

This is how you clean it up.

  • Go to Kubera Settings > Security > Connected Apps & Services > ChatGPT (with the earlier date) > Revoke Access.
  • In ChatGPT > Sidebar > GPTs > Kubera > Right click > Hide
  • This will remove Kubera GPT’s access to your data

Why Kubera app is better than Kubera GPT

  • Just ask your questions in any conversation by mentioning @kubera.
  • It fits naturally into how you already use ChatGPT. You can pull in your portfolio, ask broader questions, plan, or research, all in the same thread.
  • ChatGPT Apps are the direction forward. GPTs may be phased out over time, and the Kubera App ensures you stay on the latest platform.

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            

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)

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'

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 consumer web/app versions. Export portfolio as LLM friendly markdown file, drop in Gemini and ask questions. Details below.


Codex App

Field Value
MCP Server Name kubera
Transport Type Streamable HTTP
URL https://api.kubera.com/api/v2/mcp
Header key Authorization
Header value Basic AUTH_TOKEN (see Step 1 above)
  • Replace the entire <AUTH_TOKEN>   placeholder with the token you generated in Kubera desktop:
  • See step 1 above to know how to generate AUTH_TOKEN
  • Keep the word Basic in front of the token.
  • For example, if your token is abc123yourtokenhere , the Authorization header value should be: Basic abc123yourtokenhere    
  • Click Save.

Export Portfolio Data

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.

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