Connect an AI client
Ask ChatGPT about your own portfolio.
WhereItGoes speaks MCP, so ChatGPT, Claude and Cursor can read your real holdings, your history and your P&L instead of guessing from a screenshot. Read-only, free on every account, and revocable in one click.
Read-only
Every tool is a GET against a fixed allowlist. There is no write path to turn on.
No key to paste
You approve it in a browser, on our consent screen. No token is ever copied around.
Your data, their model
The assistant reads your real numbers instead of guessing at a screenshot.
One click to end it
Disconnect from Settings > Connections and the next call fails immediately.
The endpoint
One URL, the same for every client. There is nothing to install and no API key to generate:
https://api.whereitgoes.money/api/mcp
It speaks Streamable HTTP and authenticates with OAuth 2.1 and PKCE. Clients that expect the shorter /mcp path get redirected to it, so either form works.
Before you start
You need a WhereItGoes account with at least one source connected, because the connector reads the portfolio you already have. If you have not done that yet, start there first: an exchange takes a read-only API key, a wallet takes nothing but its public address.
ChatGPT
Custom connectors live behind developer mode. Open Settings, then Apps & Connectors, then Advanced, and turn developer mode on. Then add a connector with the URL above and OAuth as the authentication method.
A WhereItGoes consent screen opens in your browser. It names the app asking and exactly what it wants to read. Approve it, and you are done: ask ChatGPT what you hold, what you deposited last month, or what you are paying in fees.
Claude
Open Settings, then Connectors, then Add custom connector, and paste the URL. Claude runs the same OAuth handshake and lands on the same consent screen.
Cursor and other MCP clients
Anything that speaks MCP over Streamable HTTP works, because none of this is client-specific. Point it at the URL and let it handle the OAuth flow; clients that register themselves dynamically and clients that publish a client ID metadata document are both supported. The MCP Inspector is the quickest way to see the raw tool list if you want to look before you connect.
What it can read
23 read-only tools, which is the same data the app itself renders. Nothing here is a separate export or a lesser copy:
What you hold
get_portfolioget_dashboardget_walletsget_venuesget_portfolio_history
What happened
get_movementsget_depositsget_transfersget_changesget_capital_flowget_activity_calendar
How it did
get_pnl_overviewget_pnl_by_symbolget_feesget_income_by_sourceget_income_timeseriesget_fiat_statsget_asset_trade_stats
Everything at once
get_portfolio_snapshot
Pro only
get_risk_metricsget_portfolio_score
Housekeeping
get_alertsget_sync_status
The two Pro tools answer with an upgrade note on a free account rather than an error, so the assistant can tell you what it would take instead of retrying in a loop.
What it cannot do
It cannot trade. It cannot move, withdraw or transfer anything. It cannot change a setting, connect or disconnect a source, or read your exchange API keys. Those are not permissions we chose not to grant; they are paths that do not exist in the connector at all, because every tool it has is a read against a fixed allowlist.
The token it holds is also useless anywhere else. It is signed in its own domain, separate from the one that signs app sessions, so it cannot be replayed as a login.
If you have more than one portfolio
A connection belongs to your account, not to one portfolio. It reads whichever profile is active at the time it asks, so switching profiles in the app changes what the assistant sees. With a single portfolio, which is most accounts, there is nothing to think about here.
Disconnecting
In the app, open Settings, then Connections. Every connected app is listed with when it was approved and when it last read anything. Disconnecting takes effect on the next call, not at the end of some session. Signing out of every device revokes them all at once, and deleting your account takes them with it.
What it costs
Nothing. The connector is free on every account, including the free tier, and it does not consume any AI credit of ours: the assistant you connect is doing the talking, and we are only answering for the data. The two Pro tools stay Pro, exactly as those surfaces do in the app.
Something not working? Read the FAQ or email support@whereitgoes.money.
See where it goes.
Connect read-only in minutes. No KYC, no sign-up forms.