A net worth and portfolio tracker inside Claude.
Worthbase is a Claude connector for personal finance: add it once and Claude becomes a portfolio tracker and household balance sheet you run by conversation. Claude reads your statements and answers your questions; Worthbase, an MCP server, keeps the ledger, does the arithmetic exactly and previews every change for your approval.
What does Worthbase add to Claude?
Claude can read a broker CSV, a pension PDF or a screenshot of a loan balance in seconds. What it doesn't have on its own is a permanent, exact record of your finances. Worthbase is that record, reached through the Model Context Protocol (MCP).
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Web, desktop and mobile
Add the connector once on claude.ai and it's available in the Claude web app, the desktop app and the mobile apps.
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Exact figures, quoted
Net worth, cost bases, capital gains, XIRR and loan-to-value come from Worthbase's ledger with exact decimals. Claude quotes them; it doesn't compute them.
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Tool approvals you choose
Claude asks before it uses a tool. You can set read-only tools, like net worth and reports, to always allow and keep writes on needs approval.
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Also in Claude Code
Developers can add the same server to Claude Code with one command. See the setup guide or the developer page.
Oldest lots first (FIFO), in US dollars (illustrative figures). Nothing is saved:
How do you add Worthbase as a Claude connector?
You need a Claude account that can add custom connectors and a Worthbase trial or subscription. Anthropic moves these settings from time to time, so check the setup guide for the current steps.
1 · Add a custom connector
In Claude's settings, open Connectors and add a custom connector named Worthbase with the address https://worthbase.app/mcp.
2 · Connect and sign in
Click Connect, sign in to Worthbase with your subscription email and approve access. No client ID or secret is needed.
3 · Switch it on in a chat
Make sure Worthbase is on in the chat's connectors menu, then ask Claude to set up your household.
Things to ask Claude once it's connected.
Can Claude change my numbers without asking?
No. Imports are previewed first and saved only after you confirm. Every change is audited to its source, anything can be undone, and nothing is ever hard-deleted; undo replays the ledger and refuses if it would leave your history inconsistent. The connector uses OAuth, so Claude never sees your Worthbase password, and Worthbase never asks for bank or broker logins. It never moves money, places trades or gives financial advice. Read more on the security page.
Worthbase in Claude questions.
Does the Claude connector work on mobile?
Yes. Once you've added the connector on claude.ai it's available in the Claude mobile apps and the desktop app too, so you can ask about your net worth or photograph a statement on your phone.
Is Worthbase an MCP server?
Yes. It's a remote MCP server at https://worthbase.app/mcp, using Streamable HTTP and OAuth. The developer page lists every tool.
Can I use ChatGPT with the same data?
Yes. Your workspace lives in Worthbase, so ChatGPT, Claude and other MCP apps all see the same balance sheet.
Does Anthropic see my financial data?
When you ask Claude a question, Worthbase returns the answer to Claude, which Anthropic handles under its privacy terms and your account settings. Worthbase only sends what the tool you called returns.
Let your AI keep the books.
Worthbase tracks everything your household owns and owes, prices it daily and does every calculation exactly. Connect it to Claude or ChatGPT in two minutes.
