Connect Your AI to Your Portfolio (Claude & ChatGPT via MCP)

CompoundVision Pro includes an MCP connector — a server that speaks the open Model Context Protocol, the standard Claude and ChatGPT use to talk to external tools. Connecting it means your AI assistant can answer questions about your real portfolio (“how concentrated am I in tech?”, “what did I realize in gains this year?”) and, if you ask it to, keep your records up to date (“log yesterday’s 0.1 BTC buy at 67k”).

This page is the honest version of how that works.

What the connector can do

Read (19 tools). Portfolio summary, positions, allocations, transactions, dividends, net-worth history, goals, watchlist, settings. These are annotated as read-only at the protocol level, so AI clients know they’re safe to call freely.

Write (13 tools). Add buy/sell transactions, deposits, withdrawals, dividends, splits, rewards; create cash positions; update positions, settings and tags. Three of these are flagged destructive at the protocol level (deleting a position, recording a sell, reverting a wrap) — compliant AI clients ask you to confirm before running them.

What it cannot do — by construction. CompoundVision has no broker, exchange, or bank connections. There is no API to move money, place orders, or touch anything outside your own portfolio records.

The security model, in plain words

1. At rest, we can’t read your data. Your portfolio is encrypted in your browser with a key derived from your license; the server stores bytes it cannot decrypt.
2. The bridge decrypts per-session, with your authorization. When you create an MCP credential and connect an AI client through OAuth, the connector decrypts your portfolio to answer that client’s requests — and only then. This is not “end-to-end encrypted AI” (no honest AI integration is); it is scoped, revocable, logged access.
3. Your AI provider sees what you share. Answers necessarily flow through the AI provider you chose (Anthropic for Claude, OpenAI for ChatGPT). That transfer is disclosed in our Privacy Policy, and it never happens without a connection you created.
4. Everything is auditable and reversible. Per-tenant mutation log, list_recent_mutations to inspect what the AI changed, daily backups, explicit revert for wrap operations, and credential revocation that cuts access immediately.

Connecting Claude

1. In your Pro workspace (/pro/), open Connect AI (MCP) and create a credential. You’ll see a data-transfer notice first — read it; it’s short and it’s the real contract.
2. In Claude → Settings → Connectors → Add custom connector, use the server URL https://mcp.compoundvision.app/mcp.
3. Claude redirects you through the connector’s OAuth consent — paste the credential there. Done: ask Claude anything about your portfolio.

Connecting ChatGPT

ChatGPT connects through the same MCP server via its connector/apps ecosystem — create the credential the same way and follow OpenAI’s “add connector” flow with the server URL above.

Revoking access

Delete the credential in Connect AI (MCP) — tokens stop redeeming immediately. Disconnecting the connector on the AI side works too; doing both takes under a minute.

Operational honesty

The connector is operated as a best-effort service (no uptime SLA yet) and is monitored around the clock. If it’s down, your portfolio and the web app are unaffected — the connector is a bridge, not the store of record.