One verified household record for your AI: accounts, activity, holdings, fees, performance, cash flow, the advisors on your accounts, financial diagnostics, and your Truthifi Score with the findings behind it. Can't move money.
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add --transport http truthifi https://api.truthifi.com/mcp~/.codex/config.toml
[mcp_servers.truthifi]
url = "https://api.truthifi.com/mcp"
# codex mcp add truthifi --url https://api.truthifi.com/mcp~/.cursor/mcp.json
{
"mcpServers": {
"truthifi": {
"url": "https://api.truthifi.com/mcp"
}
}
}.vscode/mcp.json
{
"servers": {
"truthifi": {
"type": "http",
"url": "https://api.truthifi.com/mcp"
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"truthifi": {
"httpUrl": "https://api.truthifi.com/mcp"
}
}
}claude_desktop_config.json · Customize › Connectors › Add custom connector
{
"mcpServers": {
"truthifi": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://api.truthifi.com/mcp"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"truthifi": {
"url": "https://api.truthifi.com/mcp"
}
}
}