AI Connection

Query your crypto portfolio directly from Claude, ChatGPT, and other AI assistants.

Exceefy supports the MCP protocol (Model Context Protocol), the open standard that allows AI assistants to securely access your data. Ask questions about your portfolio, performance, or assets directly from your favorite AI assistant, without leaving the interface.

Compatible with

Claude

Cursor

ChatGPT

WindsurfOther

What is the MCP Protocol?

The Model Context Protocol (MCP) is an open standard created by Anthropic that allows AI assistants to access your data and tools securely. By connecting Exceefy to your AI assistant via MCP, you can ask natural language questions about your crypto portfolio and get real-time analyses, without leaving your assistant.

Simple and fast setup

Set up the connection in just a few minutes from your settings. No technical skills required.

Your data, securely

The connection is read-only. Your AI assistant can view your data, but never modify it.

Multi-assistant compatible

The MCP protocol is adopted by major AI assistants on the market: Claude, ChatGPT, Gemini, and more.

Connect your AI assistant

Connect Claude to Exceefy in just a few clicks via the Claude.ai Connectors page. Ask Claude directly about your portfolio from the Claude interface.

Go to claude.ai/customize/connectors and click "Add connector"

Enter the URL below directly in the connector URL field

Save and ask Claude: "What is my best performing portfolio?"

MCP Connector URL

https://api.exceefy.com/mcp

Why connect an AI assistant to your portfolio?

Ask natural questions: "What is my best performing portfolio this week?" or "Which assets have grown the most?"

Get personalized analyses and summaries based on your real crypto data, without having to navigate through the app.

How does the MCP connection between your AI and your crypto portfolio work?

1
Your assistant requests access
When you add Exceefy's MCP URL in Claude or ChatGPT, the assistant sends you to an Exceefy authorization page. You sign in to your account as usual, and your password is never shared with the AI.
2
You approve what is shared
The authorization page lists the data that can be read: your crypto assets, with quantities, average buy price, current price, value and gains or losses. You click "Authorize" or "Deny". The connection is secured via OAuth 2.0.
3
The AI reads your data when you ask
Each time you ask a question, the assistant queries Exceefy for your latest figures, then writes its answer. No screenshots or exported files needed: it starts from your real data.
4
You stay in control of the connection
Access is read-only: the connected app cannot change anything on your account. You can remove the connector from your assistant at any time. For tools without an authorization screen, a personal API key is used to identify you.

Everyday uses for a crypto MCP

Your weekly check-in in one question

You want to know where your portfolio stands without opening a dashboard. You ask Claude to summarize your largest positions and unrealized gains, and you get a clear overview in seconds.

A concentration check before adding to a position

You are thinking about buying more of a token. You ask your assistant what share of your portfolio it already represents and how it compares to your other assets. Then you decide with the full picture.

The technical user who lives in their editor

You spend your days in Cursor or Windsurf. With MCP, you can query your portfolio without switching tools, or use it as a data source for your own analyses.

Which plan includes MCP access?

MCP access is included in the Max plan, at €15 per month or €150 per year. Max also includes everything in Plus with no limits, including automatic sync for 10+ platforms: your data stays current, so your AI assistant answers based on recent figures.

Compare the Free, Plus and Max plans

AI Connection FAQ

Can my AI assistant place orders or move my crypto?

No. The MCP connection is read-only, and Exceefy is neither an exchange nor a wallet. The AI reads your data to answer your questions, but it cannot buy, sell or transfer anything.

What data can the AI see exactly?

The AI can read the list of your crypto assets: quantities, average buy price, current price, value and gains or losses. This scope is shown on the authorization page before you approve anything.

Do I need to give my exchange keys to my AI assistant?

No. Your exchange API keys stay with Exceefy, which uses them read-only for syncing. Your assistant only connects to your Exceefy account, through OAuth authorization or a dedicated Exceefy API key.

Are the AI's answers investment advice?

No. The assistant helps you read and understand your own figures. Its answers are not investment advice and may contain mistakes, so always double-check important numbers in Exceefy.

How is this different from sending an Excel export to the AI?

An export is frozen at the moment you create it, and you have to redo it every time. With MCP, the assistant reads your data when you ask the question, with no files to handle and no copy-pasting.