What this actually does
PortWorth runs its own Model Context Protocol (MCP) server. You paste one address into Claude, ChatGPT, Cursor or anything else that takes connectors, sign in on a PortWorth screen, and choose what that assistant may read. After that you can ask it about your own position in its own app, in plain language.
It is a standard rather than a private integration, which is why it is not a list of supported assistants. Anything that speaks MCP can connect, including assistants that do not exist yet.
https://portworth.com.au/mcp is not secret and there is no per-user URL to generate. Signing in is what identifies you, and the token your assistant receives is what carries your permissions.Step 1: Add the connector
- Claude — Settings, then Connectors, then Add custom connector. Works in Claude web, desktop and Claude Code.
- ChatGPT — add it as a connector in Settings.
- Cursor and other editors — add it as an MCP server in your MCP settings.
- Paste
https://portworth.com.au/mcpand save.
Step 2: Sign in on our screen
Your assistant sends you to a PortWorth page. Enter your password and, if you have it enabled, your two-factor code. You are never asked to give your PortWorth password to the assistant. It is entered on our page and the assistant only ever receives a token.
Step 3: Tick what it may read
Seven categories. The first four are ticked when the screen opens; the last three are not, because a file name, a trust name or a line you wrote for your accountant is sensitive in a way a share price is not.
| Category | What it covers | Default |
|---|---|---|
| Holdings | Holdings across your brokers, crypto, super, cash, loans and net wealth | Ticked |
| Property | Your properties, their addresses, valuations, mortgages and rent | Ticked |
| Trades and tax | Trade history, dividends and franking, and recorded deductions | Ticked |
| Spending | Budget transactions, spending by category and recurring plans | Ticked |
| Document names | The names and dates of documents in your vault, never their contents | Unticked |
| Entities | Your trusts, SMSFs and companies, and what each holds | Unticked |
| Accountant notes | The notes you have written for your accountant | Unticked |
Whatever you leave unticked is not readable, and the tools that would read it are not offered to the assistant at all. Ticking nothing is treated as declining the connection.
Step 4: Ask it something
Go back to your assistant and ask about your position. What is my net worth, how concentrated am I in one sector, what capital gains have I realised this financial year, how much equity is in the Broadbeach place. It reads the categories you ticked and nothing else.
What it can never do
Every tool is read-only. There is no tool that places a trade, moves money, changes a holding or deletes a record, so there is no mechanism by which an assistant could do any of it, whether instructed to or not. Document contents are never available, even with the document category ticked.
Seeing what it has read
In PortWorth, go to Settings → Sharing → AI assistants. Each connection lists what it read and how often. We record the fact of access, not the figures returned, because copying your holdings into a log would only create a second copy to protect.
We also email you whenever a new assistant connects. It is a security notification, the same reason a code host emails you about a new key, and it cannot be switched off.
Disconnecting
- Go to Settings → Sharing → AI assistants.
- Press Disconnect beside the assistant.
- Access stops immediately, not at the end of a session or when a token expires.
Deleting your PortWorth account revokes every connection at the same time. Neither disconnecting nor deleting can recall information already sent to an assistant you connected.
Plans
Connecting requires Essential and above. Free and Starter accounts cannot connect an assistant. An Essential connection also cannot read data restricted to higher plans, because the connection and the data are gated separately.