Worthbase
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Setup guide

Connect in two minutes.

Worthbase works inside the AI app you already use. You add it once as a connector, sign in, and it's there in every conversation.

Your connector address 
https://worthbase.app/mcp
You'll need an active trial or subscription. Start one here if you haven't yet.

1 · Connect your AI

Works in Claude on the web, the desktop app and mobile. Once you've added the connector it's available on all three.

  1. Open claude.ai and go to Settings → Connectors. In some versions this is under Customize.
  2. Choose Add custom connector. Name it Worthbase and paste the address: 
    https://worthbase.app/mcp
    Leave Advanced settings empty; Worthbase registers Claude automatically.
  3. Click Add, then Connect. Sign in to Worthbase with the same email you used for your subscription, and approve access.
  4. In a chat, open the + menu → Connectors and make sure Worthbase is switched on.
Claude asks before it uses a tool. You can set the read-only tools (net worth, lists, reports) to Always allow and keep writes on Needs approval.

2 · Your first conversation

Start by telling your AI who owns what. Worthbase tracks ownership exactly, so it helps to set up the people and entities first:

Set up Worthbase for our family. Create a workspace called "Smith Family"
with two people: me (Alex) and my partner Sam. Then show me the overview.

Your AI will call create_workspace and create_party, then get_overview. If you have a family trust, a company or an SMSF, add those as parties too.

3 · Import your statements

Attach a file and say what it is. Good first files:

  • Broker export (CommSec, SelfWealth, Stake, Pearler…): the transaction history CSV. Worthbase builds your holdings and cost bases from the trades.
  • Super statement: your balance on the statement date.
  • Property: a recent valuation or bank estimate.
  • Loans and offsets: the current balances, plus which loan belongs to which property.
Here's my SelfWealth transaction export. Import it into my portfolio,
owned 100% by me. Show me the preview first.

You'll see a preview: new holdings, trades, anything already recorded (skipped automatically), any conflicts, and whether the totals match the statement. Nothing is saved until you say so.

Tip: ask your AI to reconcile against the closing holdings on the statement. Worthbase then checks its calculated units against the statement and flags any difference.

Tips

  • Import the whole history when you can. Worthbase needs the buys to calculate cost bases and capital gains. If you don't have them, tell your AI and it can record opening balances instead.
  • Re-importing is safe. Rows already recorded are recognised and skipped, so you can import an updated export over an old one.
  • Made a mistake? Ask to undo the last import. Worthbase shows what would change and refuses if later records depend on it.
  • Keep manual values fresh. Ask “what's stale?” once a month and update your property, super and cash balances.

Troubleshooting

Sign-in finishes but the connector says it can't connect

Check that you're signed in with the email that has the subscription, and that your trial or subscription is active on your account page.

The AI says it doesn't have Worthbase tools

Make sure the connector is switched on for this conversation. In Claude use + → Connectors; in ChatGPT use + → More → Developer mode.

The numbers don't match my statement

Ask your AI to reconcile the item against the statement. The most common causes are a missing early trade, a share split, or an opening balance that needs its cost base.

Still stuck? Email support@worthbase.app.