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Truthifi

by Truthifiversion 1.0.2i★ –iRuns in the cloud
Registry namecom.truthifi/mcp

Install

Overview

Description from the maker (original English)

One verified household record for your AI: accounts, holdings, fees and Score. Can't move money.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Install

Pick the AI app you use, then copy the settings.

Before you install

  • Basic checks: 1 of 1 passed
  • Runs on the maker’s server: what you ask it goes through their server.
  • The registry lists no key to fill in.

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://api.truthifi.com/mcp

Run this in your terminal

claude mcp add --transport http truthifi https://api.truthifi.com/mcp

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "truthifi": {
      "url": "https://api.truthifi.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "truthifi": {
      "type": "http",
      "url": "https://api.truthifi.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://api.truthifi.com/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026

  • ✓ Pass

    Maker matches the repo

    The registry name was verified against the domain truthifi.com (the registry checks domain ownership)

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • … Not checked yet

    Endpoint responds

    Not checked yet; we check endpoints in rotation

  • … Not checked yet

    Sign-in with OAuth

    Not checked yet; we check endpoints in rotation

  • … Not checked yet

    No hidden instructions in tool descriptions

    Not checked yet; we read the tool list when we check the endpoint

Compared with others in Otheri

  • More stars than 0% of the other 32509 servers in this category
  • Published to the registry more recently than 55% of the other 32509 servers in this category
  • Basic checks equal to or better than 100% of the other 32509 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Truthifi safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.0.2) reached the registry 33 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Spec Driven Development, Remote Desktop Commander, Fomu MCP

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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by formulahendry

MCP Server that facilitates spec-driven development workflows, not just Vibe Coding.

Runs on your computer★ 440MITUpdated 14 months ago
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Remote Desktop Commander

by desktop-commander

Remote Desktop Commander: use files, terminal and processes on your own computers from any AI app.

Runs in the cloud★ 211Updated yesterday
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Fomu MCP

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Kenya government form guides: checklists, draft letters, eCitizen, Huduma, timelines. Sample data.

Runs on your computerUpdated today
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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

THE COLLABORATION HUB FOR AGENTIC FINANCE

Truthifi MCP server

One verified household record in your AI assistant: accounts, activity, holdings, fees, performance, cash flow, the advisors on your accounts, financial diagnostics, and your Truthifi Score with the findings behind it.

It can't move money or place trades at your bank or brokerage.

Truthifi is the financial hub for families, advisors and AI agents: one verified household record they work on together, shared only on the household's terms. This MCP server brings that record into your AI assistant: accounts, activity, holdings, fees, performance, cash flow, the advisors on your accounts, financial diagnostics, and your Truthifi Score with the findings behind it, from 18,000+ supported institutions (through data partners; available data varies by institution). So your AI acts on what's real, not what's reported.

This repository holds documentation, client configuration and agent skills only. The server is hosted by Truthifi at https://api.truthifi.com/mcp; there is nothing to build or run.

Quick start

Server URLhttps://api.truthifi.com/mcp
TransportStreamable HTTP
Sign-inOAuth with Dynamic Client Registration. You sign in to Truthifi in your browser; no bank or brokerage credentials pass through the assistant
Registry namecom.truthifi/mcp (official MCP Registry)
AccountA Truthifi account (see the Terms for eligibility). Start free (limits apply); plans

Claude (web or desktop; then available on mobile): Customize → Connectors → + → *Add custom connector* → paste https://api.truthifi.com/mcp and leave Advanced settings empty. On Team or Enterprise, an Owner adds it first under Organization settings → Connectors.

ChatGPT (web): ChatGPT connects custom MCP servers through developer mode, which OpenAI describes as intended for developers; read OpenAI's guidance before turning it on. Then create an app, paste https://api.truthifi.com/mcp and choose OAuth. Which ChatGPT plans can use it, and whether tools that change data are allowed, is set by OpenAI; current steps: https://truthifi.com/connect.

Claude Code

claude mcp add --transport http truthifi https://api.truthifi.com/mcp

or install the plugin (connector plus skills):

/plugin marketplace add truthifi/truthifi-mcp /plugin install truthifi@truthifi

Gemini CLI

gemini extensions install https://github.com/truthifi/truthifi-mcp

OpenAI Codex

codex mcp add truthifi --url https://api.truthifi.com/mcp

if the browser sign-in was skipped or expired: codex mcp login truthifi

Agent skills (skills-aware agents)

npx skills add truthifi/truthifi-mcp

Configs for Cursor, VS Code, GitHub Copilot CLI, Windsurf/Devin, Antigravity, Kiro, Zed, JetBrains, Cline, Goose, Continue, OpenCode, LM Studio and more are in configs/, with which ones we've tested.

Cursor plugin (connector plus skills): install *Truthifi* from the Cursor Marketplace, or use the button above for the MCP server only. Kiro power: Powers → Import power from GitHub → https://github.com/truthifi/truthifi-mcp. Step-by-step guides: https://truthifi.com/connect.

What you can ask

  • What am I paying in fees across all my accounts, and which account costs the most?
  • How is my portfolio split by asset class, and where am I most concentrated?
  • How has my portfolio performed this year compared with its benchmark?
  • Which individual stocks am I most exposed to, counting what I hold through funds?
  • What are the findings behind my Truthifi Score?
  • Run a full fee audit of my household.
  • Build my household balance sheet.
  • Give me a tax preview for this year.

Tools

34 tools. Truthifi's access to your bank and brokerage accounts is read-only: nothing your AI assistant does through Truthifi can move money, place trades or change settings there. Three tools change data inside Truthifi only, marked below.

ToolWhat it doesCreditsChanges data?
get_accountsLists your linked accounts, and how far back each one's data goes1No
get_groupsYour account groups, goals and wealth buckets1No
get_advisorsFinancial advisors linked to your accounts, with details from public regulatory records1No
get_dated_holdingsYour positions in each account on one day (the latest by default)2No
get_compositionHow your portfolio splits by asset class, sector, industry or country (top 10 of each)1No
get_equity_concentrationsYour exposure to individual stocks, including what you hold through funds1No
get_market_cap_allocationHow your portfolio splits across market-cap sizes, for stocks and funds separately1No
get_balance_historyOpening and closing balance for each account over a date range1No
get_performance_historyReturn, income and gain or loss over a date range, compared with a similar benchmark1No
get_feesFees per account, by type: maintenance, margin interest, advisory, commissions, fund fees1No
get_transactionsIndividual transactions, filterable and paged1No
get_budget_flow_summarySpending and income by period and category (excludes card payments and investment income)1No
get_investment_transactions_summaryBuys, sells, dividends and other investment activity, totalled by period1No
get_asset_liabilitiesAssets and liabilities you track by hand, such as a home, a car or a mortgage1No
create_asset_liabilityAdds one asset or liability you track by hand. Shows a preview first, and saves only after you confirm0Yes, inside Truthifi
delete_asset_liabilityPermanently deletes one asset or liability you track by hand1Yes, inside Truthifi (permanent)
get_findingsThe financial health findings behind your Truthifi Score1No
get_finding_definitionsWhat each Truthifi Score finding means and how significant it is. Definitions only, never account data0No
get_truthifi_score_historyYour Truthifi Score over time1No
get_security_infoReference details for up to 15 securities per call (fewer on some plans)1No
get_security_distributionsDividend and capital-gain history for up to 15 securities per call (fewer on some plans), up to 2 years back1No
get_security_feesHow a fund's net expense ratio has changed over time, with cost rankings against similar funds1No
get_security_daily_pricesOne security's daily open, close, adjusted close and volume over a date range (stocks, ETFs and mutual funds; not bonds)1No
get_exchange_ratesThe daily rate Truthifi uses to convert a non-US-dollar account to US dollars1No
get_security_newsRecent news by stock ticker or by topic (stock tickers only, not funds)1No
get_truthifi_infoAnswers questions about Truthifi, linking accounts and US personal-finance benchmarks0No
run_scanRefreshes one connection's data right now, instead of waiting for the automatic refresh3Yes, inside Truthifi
get_scan_statusChecks how a refresh is going0No
get_subscription_infoYour plan, credits used, and which tools you can use0No
get_subscription_catalogEvery Truthifi plan, with its price, connection limit, features and MCP credits, so you can compare plans0No
connect_accountGives you a secure link to connect a new bank or brokerage account0No (returns a link)
fix_connectionsGives you a link to fix bank or brokerage connections that aren't refreshing (only when one needs fixing)0No (returns a link)
upgradeGives you a link to the plan picker, when a higher plan exists0No (returns a link)
get_prompt_catalogReady-made step-by-step prompts, such as a fee audit, a spending review or a tax preview. Instructions only, never account data0No

Some tools need a higher plan, and some have per-plan limits; get_subscription_info (free) tells your assistant what yours includes. Full reference: docs/tools.md · machine-readable: docs/tools.json · live page: https://truthifi.com/mcp-tools.

Skills included

SkillWhat it does
truthifi-portfolio-reviewAllocation, concentration, performance and Score findings in one summary
truthifi-fee-reviewFees reported across your accounts, by account and type
truthifi-setupConnecting Truthifi and linking a first account

About Truthifi

Truthifi is unlocking agentic finance for everyone. We believe a household should own the record of its financial life: everything comes in, and nothing goes out unless the household says so.

  • The Vault. What people own finally counts: investments, bank and credit accounts, insurance policies, property, private holdings and the documents behind them, in one verified record.
  • The Decoder. 18,000 dialects of finance, translated into one. Every holding identified, sells and splits handled correctly, and the record kept whole when a connection breaks.
  • The Score. A complete picture, turned into a next action. Truthifi reviews the whole record every night and shows where to focus.
  • The Feed. News that actually knows what you own.
  • The Dashboard. Insight no single statement can give you: every fee in Fee X-Ray, look-through to your true exposure, benchmarked performance, cash flow and the Wealth Map.
  • Sharing. Families decide what their team sees, and can revoke access at any time.
  • Families, agents and advisors. Finally working from one verified truth.

Truthifi doesn't sell investments, so it can stay independent. Learn more at truthifi.com.

Plans, credits, access and your data

Plans and credits. Each tool call uses the credits shown in the Tools table above; tools marked 0 are free. Each Truthifi plan that includes MCP access has a daily and a monthly allowance of AI tool credits, and a free plan is enough to try the server. Your assistant can call get_subscription_info (free) to see your plan, credits used and which tools you can use, and get_subscription_catalog (free) to compare plans. Prices and allowances: https://truthifi.com/pricing.

What your assistant receives. Tool results contain your financial data, such as

Only the beginning is shown; read the rest in the repo

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