Tablewealth

MCP AI Assistant Connections

Connect Tablewealth to ChatGPT, Claude, Claude Code, Claude Desktop, or another MCP-compatible AI assistant.

Model Context Protocol (MCP) lets an AI assistant call approved Tablewealth tools during a conversation. Use it when you want an assistant to answer questions from your workspace data without copying exports or screenshots into chat.

Tablewealth's MCP server is read-only. It can help an assistant inspect organization metadata, data freshness, accounts, balances, holdings, allocation, net worth, cash flow, spending summaries, transactions, and investment performance. It cannot move money, trade, change accounts, edit transactions, invite members, change billing, or update workspace settings.

Before you connect

Review the data boundary first:

  • Choose the workspace you want the assistant to use.
  • Refresh important sources before asking time-sensitive questions.
  • Clean obvious duplicates, transfers, and uncategorized records when the answer depends on them.
  • Use the smallest account access and scopes that support the task.
  • Do not paste account credentials, full account numbers, raw provider payloads, access tokens, or unrelated financial records into chat.

MCP access may count against organization API usage because the assistant is reading workspace records through an external integration.

Privacy tip: review assistant training controls

Before connecting financial data to an AI assistant, review that assistant's own privacy and model-improvement settings. These settings are separate from Tablewealth scopes and revocation.

For ChatGPT personal accounts, OpenAI documents the setting at Settings > Data Controls > Improve the model for everyone. Turning it off means new conversations are not used to train ChatGPT. OpenAI also notes that ChatGPT Business, Enterprise, Edu, and API Platform offerings do not use provided inputs and outputs to train models by default.

For Claude consumer accounts, Anthropic documents the setting at Settings > Privacy > Help Improve Claude. Turning it off stops new chats and Claude Code coding sessions from being used for future model training. Claude for Work and API usage are governed by the organization's commercial agreement and admin policies.

For any other MCP-compatible assistant, look for a privacy, data controls, model improvement, training, memory, or data retention setting before connecting Tablewealth. If the assistant does not clearly explain how connected data is stored or used, use a narrower Tablewealth connection or do not connect it.

Connection URL

Use this remote MCP server URL when an MCP client asks for the Tablewealth server endpoint:

https://app.tablewealth.com/api/mcp

If you run Tablewealth on a different deployment, use that dashboard host with /api/mcp.

Authentication

There are two connection patterns.

OAuth connector

Use the OAuth connector flow when Tablewealth appears as a connector in ChatGPT, Claude, or another assistant. The assistant opens a Tablewealth authorization screen, you sign in, choose the workspace and permissions, and Tablewealth records the authorized assistant connection.

After authorizing, manage the connection from:

Settings > Organization > MCP Connections

Use this page to review active, pending, expired, or revoked assistant connections. Revoke a connection when the assistant, device, project, or workspace no longer needs access.

Custom MCP client

Some MCP clients let you add a remote server manually and provide request headers or secrets. For those clients:

  1. Create a read-only API key from Settings > Organization > Developers.

  2. Grant only the scopes the assistant needs:

    • Organization read.
    • Accounts read.
    • Transactions read.
    • Holdings read.

  3. Limit account access to selected accounts when possible.

  4. Add the MCP server URL:

    https://app.tablewealth.com/api/mcp

  5. Configure authentication as either:

    Authorization: Bearer <your Tablewealth API key>

    or:

    X-API-Key: <your Tablewealth API key>

Only use an API key in a trusted MCP client that stores secrets for server requests. Do not paste API keys into a normal chat message.

Connect ChatGPT

If Tablewealth is available as a ChatGPT connector, use that listed connector and complete the Tablewealth authorization flow.

For a custom ChatGPT connector used by developers or workspace admins:

  1. Open ChatGPT connector settings.

  2. Create a connector.

  3. Use Tablewealth as the connector name.

  4. Use the MCP server URL:

    https://app.tablewealth.com/api/mcp

  5. Complete the authentication flow that ChatGPT shows for the connector.

  6. Start a new chat and choose the Tablewealth connector before asking questions.

Good first prompts:

  • "What Tablewealth organizations can this connector access?"
  • "Check data freshness before summarizing anything."
  • "Summarize cash flow for the last 30 days and call out assumptions."
  • "Show top spending categories this month, limited to the connected accounts."

Connect Claude

If Tablewealth is available in Claude as a connector, choose it from Claude's connector settings and complete the Tablewealth authorization flow.

For Claude Code, Claude Desktop, or another Claude MCP setup that supports custom remote servers:

  1. Add a remote MCP server named tablewealth.

  2. Use the MCP server URL:

    https://app.tablewealth.com/api/mcp

  3. If the client supports OAuth, complete the Tablewealth authorization flow.

  4. If the client supports custom headers instead, add your Tablewealth API key as Authorization: Bearer <key> or X-API-Key: <key>.

  5. Ask Claude to list available MCP tools before requesting financial analysis.

Good first prompts:

  • "Use the Tablewealth MCP server to list available accounts."
  • "Check account data freshness and tell me what may be stale."
  • "Summarize current portfolio allocation using only Tablewealth MCP data."
  • "Search recent transactions for large or unusual expenses, then explain the method."

Connect another MCP client

For any other MCP-compatible assistant or development tool, look for remote Streamable HTTP MCP server support. The client needs:

  • Server URL: https://app.tablewealth.com/api/mcp.
  • Authentication: OAuth when available, or a bearer/API-key header when the client supports secure custom headers.
  • Permission to call read-only tools.

If the client can only run local command-based MCP servers and cannot call a remote HTTP server, it needs a local proxy or adapter that forwards MCP requests to Tablewealth with the required authentication.

What the assistant can read

Available read-only tool groups include:

  • Workspace and data freshness.
  • Accounts and balances.
  • Holdings and portfolio allocation.
  • Net worth.
  • Cash flow and spending categories.
  • Transaction search and transaction summaries.
  • Investment performance.

The assistant only sees records allowed by the authorized scopes and account access. Empty results can mean there is no data for the query, the date range is wrong, the source is stale, or the connection is limited to selected accounts.

Manage or revoke access

Use Settings > Organization > MCP Connections for OAuth-based assistant connections.

Use Settings > Organization > Developers for API-key-backed custom clients. Revoke the API key if:

  • The assistant client is no longer used.
  • A device or local project was shared.
  • The key was pasted into the wrong place.
  • The assistant needs narrower account access.
  • A member who used the connection leaves the workspace.

After revocation, existing assistant sessions may still show old conversation text, but they should not be able to fetch fresh Tablewealth data.

Troubleshooting

If the assistant cannot connect:

  1. Confirm the MCP server URL ends with /api/mcp.
  2. Confirm the workspace still exists and your user can access it.
  3. Check whether the connection is active in Settings > Organization > MCP Connections.
  4. For API-key clients, confirm the key has the required scopes and account access.
  5. Ask the assistant to list available tools before asking a finance question.
  6. Try a small query, such as listing organizations or checking data freshness.
  7. If a transaction or holding is missing, check source freshness and account access in Tablewealth.

If a client reports an authentication error, reconnect through the client or revoke and create a fresh connection.

Safe usage routine

Before relying on an AI-generated answer:

  1. Ask the assistant to state date range, account scope, and assumptions.
  2. Confirm the assistant's model-improvement or training controls match your privacy expectations.
  3. Compare important totals against Tablewealth.
  4. Check whether manual, imported, stale, or estimated values are involved.
  5. Treat recommendations as drafts, especially when they imply tax, legal, investment, lending, or planning decisions.
  6. Revoke connections that are no longer needed.

AI Workflows

Prepare financial context for AI workflows while keeping sensitive data controlled.

Settings, Security, and Support

Manage access, roles, privacy, exports, source permissions, and support requests.

On this page

Before you connect
Privacy tip: review assistant training controls
Connection URL
Authentication
OAuth connector
Custom MCP client
Connect ChatGPT
Connect Claude
Connect another MCP client
What the assistant can read
Manage or revoke access
Troubleshooting
Safe usage routine