Kubera · AI assistants · Claude
Add Kubera as a custom connector and Claude can read your whole balance sheet: every bank, brokerage, crypto wallet, private fund, property, trust and entity. It can update it too, once you say yes: sync a stubborn bank, log a dividend from your inbox, revalue a fund from its statement.
Free for 14 days. No card. Nothing to cancel.
Watch the setup, then Claude reading the demo balance sheet and updating it: a bank synced, dividends logged from email, a fund revalued from its statement. 1:45.
Six clicks on claude.ai. Once it is added, the same connector works in the desktop and phone apps too. Prefer to watch? The video above walks through every step.
In Claude, go to Customize, then Connectors, or open the page directly. If you don't see Customize, click your name at the bottom left, then Settings, then Connectors. Click + Add at the top right.
It is the only item in the Add menu.
Both values below, then click Continue.
Claude detects the right settings on its own: Sign in now and Use Claude's published identity. Click Add.
Claude shows the new connector with “You're not connected to Kubera yet.” Click Connect.
A Kubera page opens showing what Claude will be able to do. Click Allow Access. You are back in Claude with Kubera connected.
Then open a new chat and ask. Claude shows “Used Kubera” above any answer that came from your balance sheet.
Team and Enterprise plans: an Owner adds the connector under Organization settings, Connectors, then each person does steps 5 and 6 from their own Connectors page. Claude's own guide: Get started with custom connectors.
Claude reads the balance sheet the way you would: every account, its history, and the fund schedules. So it can answer the questions a spreadsheet makes you work for. Two it answered from the demo account:
Claude read the item history, not just today's balances: three accounts untouched since 2021, a $5M account too new to count, and two accounts tagged as investments that your Cash on Hand leaves out.
You have $380,141 sitting idle across three bank accounts, flat since December 2021.
Not included: Commbank ($5,000,000), added Sep 24, 2026, too new to count as idle.
Worth checking: Citibank and Commbank are tagged “investment”, so your Cash on Hand leaves them out.
From the fund schedules in Kubera: one call due, no distributions expected, and which accounts can fund it. Claude also noticed a 2025 call with no payment recorded and a distribution that never arrived. The PDF is saved to Google Drive from the chat.
One capital call for the rest of 2026 and no distributions expected. Report saved to your Drive.
⎘ Capital calls and distributions — Q4 2026.pdfSaved to Google Drive
Reading is half of it. Once connected, Claude can also keep the balance sheet current. Every change is proposed as a before-and-after and applied only after you say yes in the chat. Three ways people use it, in the order the video shows them.
For any bank or brokerage Kubera can't link, or a connection that keeps breaking. Claude opens the institution's site in its own browser, you sign in and grant permission, and Claude reads the balances and holdings. It can run on a schedule so the account stays current.
Needs the Claude desktop app and a paid Claude plan. How web sync works
Signed in to Wells Fargo and read 2 accounts. Two balances changed. Update them?
With Gmail or Outlook connected in Claude, it searches the month's notices, lists what it found, and logs dividends to Cash In and capital calls to Cash Out in Kubera.
Three notices this month. Log them?
Drop the quarterly PDF into the chat. Claude reads it, shows the change in value and the next capital call, and on your yes updates the fund and its schedule in Kubera's Investments.
Read the Q3 statement. One value and one schedule change. Update them?
Claude sees only what you have put in Kubera, and only while you are asking. It never sees your bank logins, because Kubera never stores them.
Free for 14 days. No card. Nothing to cancel.
Five things people run into, and the fix for each.
No. Custom connectors work on every Claude plan, including Free. Free accounts can add one custom connector, so Kubera can be it.
Yes. The connector belongs to your Claude account, so once it is added on the web it shows up in the Claude iPhone and Android apps and the desktop app.
Yes, when you ask. It can sync a bank account, log dividends and capital calls from your inbox, or update a fund from its statement. Every change is shown as a before-and-after first and applied only after you confirm in chat. It cannot move money, and for web sync you sign in to the bank yourself. Everything it changes shows in Kubera's history.
No. Claude sends Kubera a request for data, Kubera answers, and that is all Kubera sees.
Only if they connect with their own Kubera login and you have shared your portfolio with them. Each connector is tied to one Kubera account.
No, each AI connects differently. See the pages below, or the full list of supported AI assistants.
Connect the first account and the balance sheet starts. Your daily history starts with it.
Free for 14 days. No card. Nothing to cancel.
