Worthbase

Name: Worthbase
Author: sanjaybhagia

by sanjaybhagiaversion 1.0.1i★ –iRuns in the cloud

Registry nameapp.worthbase/worthbase

Install

Overview

Description from the maker (original English)

Household net worth and portfolio tracker your AI keeps: priced daily, previewed and undoable.

PopNx MCP’s three pillars

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

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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.

Connection: Runs in the cloud
Transport: Streamable HTTP
Category: Other

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

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

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

Works in Claude on the web, desktop and mobile:

Open Settings → Connectors
Press Add custom connector
Paste the address below and press Add
If it asks you to sign in, sign in with the maker

https://worthbase.app/mcp

Run this in your terminal

claude mcp add --transport http worthbase https://worthbase.app/mcp

Open in Cursor

Or copy the settings yourself

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

{
  "mcpServers": {
    "worthbase": {
      "url": "https://worthbase.app/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": {
    "worthbase": {
      "type": "http",
      "url": "https://worthbase.app/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:

Open ChatGPT on the web → Settings → Connectors (Apps)
Press Create or Add (some plans need Developer mode under Advanced first)
Paste the address below, give it a name and save
If it asks you to sign in, sign in with the maker

https://worthbase.app/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 worthbase.app (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 32384 servers in this category
Published to the registry more recently than 84% of the other 32384 servers in this category
Basic checks equal to or better than 100% of the other 32384 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 Worthbase 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 (1.0.1) reached the registry 6 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, 오늘냥이 (Oneul Nyangi)

Alternatives

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Real cat photos, diaries, profiles, age and food reference calculators, and breeds.

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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.

Worthbase MCP server

Your household's net worth in any AI assistant. Connect Worthbase to Claude, ChatGPT, Cursor, Raycast or any app that speaks the Model Context Protocol, and keep everything your household owns and owes: shares and ETFs, crypto, gold and silver, retirement accounts, property, cash and loans, in any currency and owned by people, trusts or companies. Hand your AI a broker export or a statement to record, and ask what you're worth, how your investments did, or what selling would make.

https://worthbase.app/mcp

A hosted, remote server (Streamable HTTP). There's nothing to install and no API key: the first time a tool is used you sign in to your own Worthbase account in the browser and approve the connection.

This repository holds connection instructions and configuration only. The Worthbase service and

its server code are not here.

Try asking

"What's our net worth, and how has it changed this year?"
"Here's my broker's transaction export. Import it, owned 100% by me, and show me the preview first."
"How did my shares do over the last three years, as an annual return?"
"What would selling half my ETF holding make, and which lots would it use?"
"Which of our values are out of date?"
"Show my Worthbase dashboard."

Every write is previewed first and saved only when you approve it. Every change is audited and can be undone. Worthbase calculates every figure with exact decimals, and your AI quotes them rather than doing the maths itself.

Connect it

App	How
ChatGPT	Listed in ChatGPT's plugin directory: install the Worthbase plugin, or search for Worthbase under Plugins.
Claude	Settings → Connectors → Add custom connector, named Worthbase, with the URL above. Works on the web, desktop and mobile.
Claude Code	`claude mcp add --transport http worthbase https://worthbase.app/mcp`, then `/mcp` → worthbase → Authenticate.
Cursor	Settings → MCP → Add new MCP server, or add `mcp.json` from this repo to `~/.cursor/mcp.json`.
VS Code	Command palette → MCP: Add Server → HTTP → `https://worthbase.app/mcp`
Gemini CLI	`gemini extensions install https://github.com/sanjaybhagia/worthbase-mcp`
Raycast	In the Model Context Protocol Registry extension, under official servers.
Anything else	Point it at `https://worthbase.app/mcp`; for stdio-only apps use `npx -y mcp-remote https://worthbase.app/mcp` (see llms-install.md).

Step-by-step guides for each app: [worthbase.app/setup](https://worthbase.app/setup/).

Tools

Reading:

Tool	What it returns
`whoami`	The signed-in user, their workspaces and roles, and invites waiting for them.
`get_overview`	Parties, accounts, the net worth headline, stale items, reconciliation mismatches and recent batches.
`get_net_worth`	Assets, liabilities and net worth on a date, by class, party, account or item.
`get_history`	Net worth at each month, quarter or year end, with the change over the period.
`list_items`	Assets and liabilities with owners and current position: units, price, value, cost base, unrealised gain.
`get_item`	One item in full: position, owners, transactions, valuations, open lots and reconciliations.
`get_performance`	Money in and out, income, gain, simple return and annual return (XIRR), per item and in total.
`get_debt_report`	Every loan with balance, security and offsets, and each property's equity and loan-to-value.
`get_goals`	Goals with progress, trend, projected date and whether they're on pace.
`get_losses`	Tracked losses carried forward, per party.
`simulate_sale`	What selling a holding or property would do: proceeds, lots used, gain or loss per party. Never writes.
`list_batches`	Recent writes, with source document and status, for review or undo.
`search_instruments`	Find a listed security or crypto coin by name or code.

Writing (previewed, audited and undoable):

Tool	What it does
`record`	The main write: accounts, items, transactions, transfers, valuations, prices and reconciliation checks. Previews by default.
`commit`	Saves a previewed batch.
`undo`	Reverses a committed batch; refuses if the ledger would become inconsistent.
`show_dashboard`	Net worth at a glance as an interactive dashboard (Claude and ChatGPT render it).
`update_values`	A form for new values of property, super, cash and loans.
`reconcile`	Checks a statement figure against the calculated one and records match or mismatch.
`update_item`, `set_owners`, `link_items`, `archive_item`, `void`	Correct an item, its ownership split, its links (loan to property, offset to loan), or remove records.
`set_goal`, `set_loss`	Net worth and debt goals; tracked losses.
`refresh_prices`	Fetches the latest prices in the background. Prices also refresh daily.
`save_workspace`, `save_party`, `save_account`	Workspaces, owners (individuals, companies, trusts, SMSFs, partnerships) and accounts.

Every tool has annotations (read-only or destructive). Worthbase has no bank or broker logins, never moves money or places trades, doesn't calculate tax, and isn't financial advice.

Plans

One plan: US$3.99 a month with a 7-day free trial, or US$49 once for lifetime access. Every party type and any number of workspaces. Invited household members join free. See worthbase.app/pricing.

Auth details

OAuth 2.1, PKCE (S256), public clients, through Clerk (https://clerk.worthbase.app)
Client ID metadata documents and dynamic client registration
Discovery: https://worthbase.app/.well-known/oauth-protected-resource/mcp, from the 401 an unauthenticated request returns
Official MCP Registry name: app.worthbase/worthbase (server.json)

Links

worthbase.app · Setup guide · Developers · Security · Privacy · Terms · support@worthbase.app

Made in Sydney by Arigato Consulting Pty Ltd. The files in this repository are MIT licensed; see LICENSE.

Worthbase

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Otheri

Common questions

Alternatives

Spec Driven Development

Remote Desktop Commander

오늘냥이 (Oneul Nyangi)

README from the maker

Worthbase MCP server

Try asking

Connect it

Tools

Plans

Auth details

Links