We are working with OpenAI and Anthropic to publish official Adjustibl integrations. Until they are available, you can connect Adjustibl manually using its MCP server.
Choose the guide for your AI:
- Connecting ChatGPT to Adjustibl
- Connecting Claude to Adjustibl
- Uploading with the help of AI for preparing statement files without an account connection.
Connect manually
In your AI's connected-app or integration settings, look for the option to add a custom MCP server. The name of this setting and its availability may depend on the AI provider and your plan.
Use this server address:
https://adjustibl.com/mcp
Your AI will take you to Adjustibl to sign in. Review the requested permissions before approving the connection. You can then ask questions about the records and calculations available in your Adjustibl account.
If your AI does not offer a custom MCP connection yet, you will need to wait for the published Adjustibl integration or use a supported AI that allows manual MCP connections.
What is shared
When you ask an AI to use Adjustibl, the Adjustibl information needed to answer your question is sent to that AI company. Its terms, privacy practices, retention periods, and model-training settings may apply after it receives the information.
Read access lets the AI retrieve your records. Editing requires an eligible Adjustibl plan and write permission; review the proposed changes before confirming them. The connection does not give the AI your brokerage credentials or access to your brokerage account. Review an answer before relying on it, especially when it involves a calculation or an important decision.
Disconnect
You can remove an AI's future access at any time from Settings → Connected apps in Adjustibl. Disconnecting stops future access through Adjustibl, but it may not remove information the AI company has already received.