Truthifi MCP

Truthifi

CommercialRead-OnlyBeginner

claudechatgptcursorgemini

Security Notice

Read-only access — no write operations or trade execution possible. Connects to 18,000+ institutions via Plaid, Yodlee, and Morningstar ByAllAccounts. AES-256 encryption with complete audit log of every data request. Brokerage credentials used only on the institution's own login page — never seen or stored by Truthifi. US only — not available for international portfolios. Paid Claude plan required (Pro or Max) to use MCP features within Claude.

Truthifi MCP connects Claude and ChatGPT to your real investment portfolio across 18,000+ institutions for independent AI-powered analysis. 100+ proprietary diagnostics covering fees, performance, risk, and allocation. Read-only — no trade execution. $79.99/year with 30-day free trial. US only. Requires paid Claude plan for Claude integration.

About Truthifi MCP

Truthifi MCP is the most accessible way to connect an AI agent to your real investment portfolio for independent analysis. Rather than pasting account statements into a chat window, Truthifi connects securely to 18,000+ financial institutions through Plaid, Yodlee, and Morningstar ByAllAccounts, giving Claude and ChatGPT access to your complete, live portfolio data. The platform runs 100+ proprietary diagnostics automatically — covering hidden fees, performance vs benchmarks, risk concentration, and allocation drift — and surfaces everything through a single Truthifi Score. As of Q1 2026, Truthifi monitors more than $1.5 billion in assets across its user base. MCP access requires the Monitoring plan at $79.99/year with a 30-day free trial. Completely read-only — no trade execution is possible. Currently available for US portfolios only.

Use Cases

Get a complete, independent portfolio analysis across all accounts and institutions in minutes
Identify hidden fees and high-cost holdings dragging on portfolio performance
Run 100+ proprietary diagnostics on your entire financial picture without manual data aggregation
Compare portfolio performance against benchmarks with verified data, not self-reported numbers
Ask Claude or ChatGPT questions about your real portfolio using live connected account data

Available Tools

get_portfolio_overview

complete portfolio view across all linked institutions with Truthifi Score

run_diagnostics

100+ proprietary diagnostics covering fees, performance, risk, and allocation

get_fee_analysis

hidden fee detection across all holdings and accounts

get_risk_assessment

portfolio risk scoring and concentration analysis

get_benchmark_comparison

performance vs relevant benchmarks

get_allocation_analysis

asset allocation breakdown and drift detection

get_account_summary

individual account details across all linked institutions

get_recommendations

AI-generated portfolio improvement suggestions

Pricing

FreeFree

Free tier links accounts and provides basic portfolio view. MCP access requires paid plan.

Monitoring$79.99/yr

$79.99 per year as of March 2026. Unlocks MCP access and full 100+ diagnostic suite. 30-day free trial available. Verify current pricing at truthifi.com

Technical Details

Install Method

hosted

Compatible Clients

claude, chatgpt, cursor, gemini

Access Type

Read-Only

Target Audience

personal

Available Regions

Release Status

Last Updated