Kubera · AI assistants

Kubera works with your AI.

Connect your balance sheet once and ask any assistant about it: every bank, brokerage, crypto wallet, private fund, property, trust and entity.

ChatGPT, Claude and Muse can update it too, once you say yes: sync a bank, log a dividend from your inbox, revalue a fund from its statement.

Pick your assistant How it connects

Free for 14 days. No card. Nothing to cancel.

What will you ask?

“Which accounts haven’t updated in 30 days?”

KuberaBank of America, Schwab Savings and Citibank, flat since December 2021.

Pick your assistant

The three with a Kubera page have a screenshot walkthrough and a short video. The rest are covered step by step in the help center. All of them read the same balance sheet.

Plugin · sign inChatGPTInstall from the plugin directory, allow access in Kubera, then type @Kubera in any chat.ReadsUpdatesWeb syncGuide and 1:28 video →Free, Go, Plus, Pro Custom connector · sign inClaudeAdd Kubera’s MCP address as a custom connector, click Connect, allow access. Six clicks.ReadsUpdatesWeb syncGuide and 1:45 video →Every plan, incl. Free Custom connector · tokenMusePaste one message into Muse, then the token Kubera generates for it. Muse keeps working while you’re away.ReadsUpdatesGuide and 1:42 video →Meta’s agent Connector · sign inGrokPlugins, New Connector, Custom. Enter Kubera’s address, authorize your account, ask.ReadsWeb syncSteps in the help center ↗Agent · sign inGrok BotTell your Grok Bot to add the Kubera connector, authorize on the card it shows, ask.ReadsSteps in the help center ↗Connected app · sign inGeminiPersonal intelligence, Connected apps. Sign in to Kubera, then ask in any Gemini chat.ReadsSteps in the help center ↗Connector · sign inPerplexityCustomize, Connectors. Sign in to Kubera, then ask.ReadsSteps in the help center ↗MCP · tokenAny MCP clientCursor, Antigravity CLI, Hermes, OpenClaw and anything else that speaks MCP. A token from Kubera and the address api.kubera.com/api/v2/mcp, and it’s connected.ReadsUpdatesSteps in the help center ↗

At a glance

What each one needs to connect, and what it can do once it has.

Assistant

Connect via

Reads

Updates

Web sync

Plan needed

ChatGPT

Plugin, sign in

Yes

Yes, paid plan, desktop app, Work mode

Free, Go, Plus, Pro. Business and Enterprise via an admin

Claude

Custom connector, sign in

Yes

Yes, paid plan, desktop app

Any plan, including Free

Muse

Custom connector, token

Yes

—

A Muse account

Grok

Connector, sign in

Yes

—

Yes, paid plan, desktop app

—

Grok Bot

Agent, sign in

Yes

—

Gemini

Connected app, sign in

Yes

—

Perplexity

Connector, sign in

Yes

—

Cursor, Antigravity CLI, any MCP client

MCP server, token

Yes

—

Updates are confirmed for ChatGPT, Claude, Muse and token-based MCP clients; the rest will be marked as we verify them. Web sync is the assistant signing in to a bank for you, with you at the keyboard. A dash under Plan needed means nothing beyond the assistant’s own account.

How it connects

Two ways in, both through Kubera’s MCP server, and one way to let it change things. Whichever you use, Kubera answers each question live and keeps nothing from the conversation.

Sign in

ChatGPT, Claude, Grok, Grok Bot, Gemini, Perplexity

→Add Kubera inside the assistant.
→A Kubera page opens. Click Allow Access.
→Ask. Nothing to paste, nothing to keep.

Revoke it in Kubera: Settings, AI Assistants. That assistant stops the same moment; the others are untouched.

Token

Muse, Cursor, Antigravity CLI, any MCP client

→Kubera: Settings, AI Assistants, Generate Auth Token.
→Paste it once into the client with the address api.kubera.com/api/v2/mcp.
→Ask.

Treat the token like a password. Revoke it in Kubera and that client stops.

Let it update Kubera

ChatGPT, Claude, Muse

→Ask: “log this dividend”, “revalue this fund from the statement”.
→It shows the before-and-after.
→Say yes. Applied, and in Kubera’s history.

Web sync, where the assistant signs in to a bank for you, is ChatGPT, Claude and Grok on a paid plan with the desktop app.

Every assistant can

✓Read every account, balance and its history
✓Answer across entities, currencies and asset classes
✓Read your recap reports, cost basis and cash flows
✓ChatGPT, Claude and Muse: update it too, proposed first, applied after you say yes

No assistant can

×Move money or start a transaction
×See your bank logins. Kubera never stores them.
×See anything you haven’t put in Kubera
×Keep access after you revoke it in Kubera

Privacy, in short

An assistant sees only what you have put in Kubera, and only while it is answering you. It never sees your bank logins, because Kubera never stores them.

See my whole net worth

Free for 14 days. No card. Nothing to cancel.

Revoke access any time.Kubera: Settings, AI Assistants. Each assistant has its own switch; turning one off touches nothing else.
Kubera never sees your chats.The assistant sends a request for data, Kubera answers, and that is all Kubera sees.
The assistant’s own privacy still applies.What ChatGPT, Claude or Muse keep from a conversation is set by them, not by Kubera.
Nothing changes without a yes.Every update is proposed as a before-and-after and applied only after you confirm. Every change shows in Kubera’s history.
Full detail at kubera.com/security

Questions

Which assistant should I use?

The one you already use. They all read the same balance sheet. If you want it to update Kubera as well, ChatGPT, Claude and Muse do that today. If you want it to log in to a bank for you, that is ChatGPT, Claude and Grok on a paid plan with the desktop app.

Can I connect more than one?

Yes. Each connection is separate, with its own switch in Kubera. Connect ChatGPT at work and Claude on your phone, and revoke either without touching the other.

Do I need a paid plan?

Mostly no. ChatGPT Free, Go, Plus and Pro can install the plugin, and Claude’s custom connectors work on every plan including Free. Web sync is the exception: it needs a paid plan with the assistant’s desktop app.

Can an assistant change things in Kubera?

ChatGPT, Claude and Muse can, when you ask: log dividends and capital calls from your inbox, update a fund from its statement, change a holding. Every change is shown as a before-and-after first and applied only after you confirm in chat. None of them can move money.

Does Kubera see my chats?

No. The assistant sends Kubera a request for data, Kubera answers, and that is all Kubera sees.

My assistant isn’t listed.

If it can add an MCP server, it works: generate a token in Kubera and point it at https://api.kubera.com/api/v2/mcp. The help center has the generic steps.

One number. Finally. Ask your AI about it.

Connect the first account and the balance sheet starts building itself. Pick an assistant whenever you like; the data is already there.

See my whole net worth Pick an assistant

Free for 14 days. No card. Nothing to cancel.