Learn8 guides

AI

How to connect with your favourite AI

Use Adjustibl's MCP server to connect a supported AI, review its read-only access, and understand where your information is processed.

Adjustibl Editorial3 min read

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.

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 read-only access 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.

Adjustibl's connection is read-only. It 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.

Put the record to work

Bring your investment history into one reviewable place.

Import transactions, resolve review items, and follow the calculations record by record.

Get Started