Connect Navexa to Claude or ChatGPT so you can ask questions about your portfolio, run reports, and analyse your holdings using your AI assistant.
Navexa connects to AI assistants using MCP, which stands for Model Context Protocol. MCP is a secure connection method that lets an AI assistant read approved data and use approved tools from another platform.
You only need to set this up once.
What You Need
Before connecting Navexa to Claude or ChatGPT, make sure you have:
An active Navexa account
Claude, or a ChatGPT plan that supports custom apps or connectors
Access to your Navexa login details
The Navexa MCP connector address is:
https://mcp.navexa.com/mcp
You’ll use this address when setting up the connector in Claude or ChatGPT.
Connect With Claude
To connect Navexa with Claude:
Open Claude using the desktop app or claude.ai.
Go to Settings.
Select Customize.
Select Connectors.
Click the + button.
Select Add Custom Connector.
Enter these details:
Name: Navexa
URL:
https://mcp.navexa.com/mcp
Select Add.
Select Connect.
When the browser window opens, log in to Navexa and approve access.
Start a new Claude chat and ask a question about your Navexa portfolio.
Once connected, Claude can use your approved Navexa access to answer portfolio questions and run supported Navexa actions.
Connect With ChatGPT
To connect Navexa with ChatGPT:
Open ChatGPT.
Go to Settings.
Open Apps & Connectors or Connectors.
If needed, turn on connector or developer settings for custom MCP connections.
Select Create, Add Custom Connector, or Add App.
Enter these details:
Name: Navexa
MCP Server URL:
https://mcp.navexa.com/mcp
Select Connect.
When prompted, log in to Navexa and approve access.
You'll be told Navexa is installed
Start a new chat.
Enable the Navexa connector or app in the chat, then ask a question about your portfolio.
ChatGPT’s wording may vary depending on your plan and workspace settings. Some ChatGPT screens may refer to connectors as apps.
Try Asking Questions
After connecting Navexa, you can ask your AI assistant questions like:
“What’s my portfolio worth today?”
“Show my best and worst performers this financial year.”
“Run a capital gains tax report for FY2024.”
“How much dividend income did I receive last financial year?”
“What would my capital gain be if I sold 100 CBA shares?”
Your assistant reads your live Navexa data to answer. Depending on the access mode and tools enabled, it may also be able to record trades, update holdings, or run specific portfolio reports when you ask.
Control What Your Assistant Can Do
The standard connector gives your assistant access to the supported Navexa MCP tools.
For more control, you can use the Navexa MCP technical guide to choose a more restricted setup.
The technical guide covers:
Other MCP clients, including Claude Code, Cursor, and direct config file setup
Authentication options, including browser login and API keys
Access modes, including read-only, analysis, manage, no-delete, and full access
Fine-tuning tools, including enabling or disabling individual MCP tools
For most customers, the standard setup above is the simplest option.
Your Data Stays Yours
When you connect Navexa to Claude or ChatGPT, you log in using your own Navexa account.
Your assistant can only access the Navexa data and tools available to your account and approved connection. You can disconnect Navexa at any time from your assistant’s Connectors, Apps, or Apps & Connectors settings.
Remember, this is general information, not personal financial advice.