Net Worth Projection Monitor

Multi-user MCP server + dashboard. Each user accesses their own portfolio with a personal bearer token.

Open the dashboard

Append your token to the URL:
/dashboard?token=YOUR_TOKEN

Use the MCP server in an AI assistant

  1. Add this URL as a custom MCP server: /mcp
  2. Set the Authorization header to Bearer YOUR_TOKEN
  3. Call tools like list_buckets, set_allocation, get_projections

Compatible with Claude.ai custom connectors, ChatGPT custom connectors, Gemini CLI, Cursor, Cline, Zed, and other MCP-capable clients (Streamable HTTP transport).