IgniFI connector
Connect IgniFI to your assistant
Claude, ChatGPT, Perplexity or Grok can read a summary of your net worth to answer your questions about your figures. Read-only, only if you allow it, and you can withdraw it whenever you like.
Included in IgniFI's Pro plan only.
Server address
The connector is not open on this site at the moment. The server address will appear here as soon as it is.
What you need
A Claude account. Pro and Max plans: add the connector as below. Free plan: one custom connector only. Team and Enterprise: an organisation owner first adds it in Organization settings > Connectors.
The steps
- On claude.ai, in the desktop app or on mobile, open Customize > Connectors.
- Tap "+", then Add custom connector.
- Paste the server address, then Connect.
- Sign in to IgniFI if asked, read the authorisation screen, choose the rounding, then "Allow".
Good to know
The same connector works on claude.ai, the desktop app and the mobile app.
What you need
A paid ChatGPT plan, with developer mode switched on.
The steps
- Switch on developer mode in Settings > Apps & Connectors > Advanced settings (depending on the version, under Settings > Security and login).
- Create a connector: a name (IgniFI), a description, the server address, and OAuth authentication.
- Save, then sign in to IgniFI and allow access.
- In a conversation, open the "+" menu and tick IgniFI so it is consulted.
Good to know
OpenAI moves and renames these settings from one version to the next: if a label differs, look for "developer mode" in the settings.
What you need
A Perplexity Pro, Max or Enterprise plan.
The steps
- Open Account > Connectors (depending on the version, Plugins in the sidebar, or Customize > Connectors).
- Add a custom connector, then choose Remote.
- Name: IgniFI. MCP server URL: the one above. Authentication: OAuth, leaving the client ID empty (IgniFI registers the assistant on its own). Transport: Streamable HTTP.
- Save, then sign in to IgniFI and allow access.
Good to know
In an Enterprise organisation, an administrator must first let members add a custom connector. The enterprise.perplexity.ai space is not supported yet.
What you need
A Grok account. Business and Enterprise: an administrator makes the connector available first.
The steps
- Open grok.com/connectors.
- Choose New connector, then Custom.
- Paste the server address, then sign in to IgniFI and allow access.
Good to know
Not verified yet: xAI does not document how a custom connector authenticates, and the return address we accept for Grok comes from third-party projects. If connecting fails, nothing was read: no figure leaves until you have allowed it.
Mistral Le Chat
Le Chat accepts a custom MCP connector (Intelligence > Connectors > Add > Custom MCP), but the address it returns to after the authorisation is not documented. IgniFI therefore cannot accept it yet: not supported yet.
Gemini
The consumer Gemini app does not accept a custom connector. Gemini CLI and Gemini Enterprise could, but are not supported at launch.
Claude Code
Claude Code, on the command line, returns to a local address on your computer. That mode is not open on this site.
We announce no date: an assistant will appear here once connecting to it has been checked end to end.
What the assistant will see
- Your net worth, the total of your assets and the total of your debts, rounded to the step you choose: 1,000, 100, or no rounding.
- How your assets split across classes, in whole percentages.
- Today's date, your display currency, and the number of lines with no price, so it knows what is not counted.
What it will never see
- No account name, no portfolio line, no transaction, no description.
- Neither your email address, nor your age, nor your country.
- Nothing to change: reading is all it may do. Paused accounts are not counted.
Once sent, these figures are with the assistant, under its own terms: IgniFI can neither erase them nor know what is done with them.
Withdrawing access
In Settings, the "Connected assistants" section lists every assistant you allowed and its latest reads. "Withdraw access" cuts it from the very next read. Changing your password withdraws every access at once.
Open SettingsKnown limits
- An authorisation lasts 90 days at most: the assistant will then ask for your consent again.
- If your account uses two-factor authentication, the authorisation screen will ask you to sign in again with your code.
- If your plan no longer includes the connector, reads stop at the next call.
- The summary is your dashboard's figure: an account you have not updated is not up to date for the assistant either.