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Connect Net Worth Dashboard to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Get a clear view of your total wealth and growth.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 4 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-04

4 capabilities in this set.

Part of 4 available through Net Worth Dashboard.

  1. 01

    Summarize category exposure

    This capability identifies financial risks by showing where your wealth is too concentrated in specific categories.

  2. 02

    Calculate current standing

    Use this to get a high-level overview of your current assets and liabilities.

  3. 03

    Get asset allocation

    This capability analyzes how your wealth is distributed across different asset classes.

  4. 04

    Calculate growth metrics

    This capability determines how much your net worth has changed compared to a previous point in time.

Real work

What teams actually run

01

Monthly Wealth Reviews

Ask your agent to run growth metrics to see how your net worth changed since last month.

02

Risk Management

Use the exposure capability to see if you have too much money tied up in a single asset class.

03

Portfolio Rebalancing

Check your asset allocation to decide if you need to move funds between categories.

04

Financial Snapshot

Get an immediate calculation of your current standing during a quick check-in.

One connector, every AI

Net Worth Dashboard works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Net Worth Dashboard to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

923ms average. Fast in production.

Net Worth Dashboard is checked daily against the live service.

Daily averagePeak 1085ms
Oct 4Today
Fastest day
714ms
Slowest day
1085ms
14-day trend
Slowing+27%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 4 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Net Worth Dashboard, so you can see the experience inside your AI.

It does not authenticate your account with Net Worth Dashboard. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Net Worth Dashboard Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_eJ6mGVPCIGYvHUollkou0JtczVUE69Pb9LfaKxW9/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Net Worth Dashboard capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "net-worth-dashboard-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_eJ6mGVPCIGYvHUollkou0JtczVUE69Pb9LfaKxW9/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Net Worth Dashboard in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Net Worth Dashboard owners hand off.

This MCP is built for anyone managing significant personal or business capital who wants to use AI for financial oversight.

  • 01

    Individual Investors

    They use the AI to monitor their personal net worth and asset distribution.

  • 02

    Financial Analysts

    They hand off data processing to the agent to quickly find growth metrics or exposure risks.

  • 03

    Small Business Owners

    They use the capabilities to track business assets and liabilities through a conversational interface.

FAQ

Questions Net Worth Dashboard owners ask.

  • 01

    How do I connect this MCP to my AI?

    You connect once through your MCP-compatible client like Claude or Cursor. Vinkius hosts the MCP and manages the connection for you.

  • 02

    What clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Do I need to host the MCP myself?

    No. Vinkius hosts and manages the MCP, so it is ready to use immediately after you connect.

  • 04

    Can I track my growth over time?

    Yes. The calculate_growth_metrics capability allows your agent to determine how your net worth has changed compared to previous data points.

  • 05

    Will this help me find investment risks?

    Yes. The summarize_category_exposure capability specifically highlights concentration risks in your financial categories.

  • 06

    How do I calculate my current financial position?

    You can use the calculate_current_standing capability by providing your current assets and liabilities.

  • 07

    Can I track my wealth growth over time?

    Yes, use calculate_growth_metrics with your current data and a previous net worth snapshot to see your progress.

  • 08

    How can I identify if I am too heavily invested in one category?

    The summarize_category_exposure capability helps you find categories that exceed a specific percentage threshold of your total assets.

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