Connecting Claude to Adjustibl lets you discuss your transactions and reports using the records already in your account. You can ask it to explain a calculation, find an entry or help you understand a review warning.
For example:
Use Adjustibl to explain the USD cash movement on transaction 88 in my 2025 portfolio. Show the recorded values behind the result.
Claude calls this connection a connector. Adjustibl provides the records and calculation results; Claude helps you work through them.
Add Adjustibl
For an individual Claude account with custom connectors available:
-
Open Customize → Connectors.
-
Select + Add → Add custom connector.
-
Enter Adjustibl as the name and this server address:
https://adjustibl.com/mcp -
Continue and review the detected authentication settings. Choose to sign in when prompted; Adjustibl requires an authenticated connection.
-
Finish adding the connector and complete the Adjustibl sign-in. Review the requested permissions before approving access.
-
In a conversation, open the + menu, choose Connectors, and enable Adjustibl.
On a managed workspace, an administrator may need to add the connector first. Anthropic's custom connector guide explains availability and workspace setup.
Start with a simple check
Ask Claude:
Use Adjustibl to list my portfolios. Do not change any records.
Once it finds the correct portfolio, give it a specific task:
Explain transaction 88 in my 2025 portfolio. Separate the stock result from the currency result.
Show the recorded income and withholding in my 2025 Business Accounts Report. Identify any incomplete results.
Help me understand this review warning. Tell me what I need to check on my brokerage statement.
Include the account and year when they matter. A question about one account should not silently become an answer about the whole portfolio.
Keep the explanation tied to your records
Ask Claude to identify the transactions and saved calculation values supporting its answer. If it cannot retrieve a result, it should explain what is missing.
A recorded historical cost is different from today's market value. Likewise, a trading difference inside a registered account is not automatically a taxable gain. Ask Claude to preserve the meaning of the figures returned by Adjustibl.
Permissions and edits
Read access allows Claude to retrieve records. Editing is available only where your Adjustibl plan and granted permissions support it.
For an eligible edit, the workflow is designed to prepare a preview and ask you to confirm the proposed change. Check the values before agreeing. You can keep using read access without granting write access.
The connector works with Adjustibl records. It does not log in to your brokerage or place trades.
Disconnecting
You can revoke Claude's access from Settings → Connected apps in Adjustibl and remove the connector in Claude.
The information used to answer your requests is processed by Anthropic under its terms and your account settings. Disconnecting prevents future access through Adjustibl but does not remove information already sent to Claude.
Working with a statement file
The Adjustibl statement-preparation skill helps Claude prepare a PDF or CSV for upload. It is separate from the connector and can be used without signing in to Adjustibl. See Uploading with the help of AI for that workflow.