• DATA
  • STATUS
  • SUMMARY
  • HUMAN

How to track investment performance with your AI

Connect Prosper to your AI client once. After that, you can query your portfolio using plain English.

Ask AI about this page

Short answer

How can I track my note investments with AI?

Your AI pulls data directly from your Prosper account to show you payment histories and loan statuses. You get specific details on individual notes without digging through spreadsheets or web portals.

The outcomes

What you get from your AI

The AI turns raw note data into clear answers.

DATA

Instant payment history

The AI pulls specific payment records for any note you own. You can see exactly when money hit your account.

STATUS

Real-time loan updates

Check the current standing of a specific loan. Your AI identifies if a note is active or paid off.

SUMMARY

Portfolio overviews

Get a high-level look at your notes. The AI lists your holdings so you can see your total exposure.

HUMAN

Manual adjustments

The AI only reads data. You still handle any actual changes to your account or manual transfers through the Prosper site.

The workflow

What your AI does when you ask a question.

The AI uses specific tools to fetch your data and answer your questions.

  1. Identify your notes

    The AI looks through your account to find all the notes you currently hold.

    list_notes

  2. Check loan details

    When you ask about a specific investment, the AI pulls the full details for that loan.

    get_loan

  3. Pull payment records

    The AI finds the specific history of payments for the notes you're asking about.

    list_payments

  4. Answer your query

    The AI combines the data it found into a plain English response.

    list_noteslist_payments

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

Use these as a base. Swap in specific note IDs or dates to get more precise answers.

Prosper Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_cfHSwTYlckvEcSL7MzrYNN3ON0v25V8PLOULyedN/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 — Prosper capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "prosper-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cfHSwTYlckvEcSL7MzrYNN3ON0v25V8PLOULyedN/mcp"
    }
  }
}
Copy into chat04

  • List all my current note investments.

  • Show me the payment history for my note with ID 12345.

  • Which of my loans are currently active?

  • What was the last payment made on my most recent note?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Prosper once, then ask.

One connection gives your AI access. Your login credentials stay encrypted and secure on our side.

Connect Prosper to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my investment settings?

    No. The AI can only read your note and payment data. It cannot modify your account or change any investment settings.

  • 02

    Can I use this to make new investments?

    No. This tool is for monitoring existing investments. You must use the Prosper website to buy new notes.

  • 03

    Does the AI see my bank account info?

    No. The AI only accesses the note and payment data provided by the Prosper tools.

  • 04

    Can the AI delete a note from my history?

    No. The AI has no capability to delete or alter any data in your Prosper account.

  • 05

    How does the AI know which note I'm talking about?

    It uses the note IDs or descriptions you provide to find the right data in your account.

  • More questions about Prosper? See everything the Prosper Connector can do

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