> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guito.pt/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your assistant

> Step-by-step setup for Claude, ChatGPT and developer clients.

This guide shows you how to connect an AI assistant such as Claude or ChatGPT to your finances in guito, so you can ask about your data from the assistant you already use.

<Info>
  Available on the Plus plan and during the 14-day Plus trial. When the trial ends without a subscription, the connector stops reading your data even if it's already set up in your client: the assistant tells you that Plus is needed, and it works again once you subscribe, with nothing to set up again. For what assistants can do once connected, see [What are AI assistants](/en/ai/overview).
</Info>

## Connection URL

Copy this URL and paste it into your AI assistant when adding a custom connector.

```text theme={null}
https://guito.app/api/mcp
```

## Connect by client

<Tabs>
  <Tab title="Claude">
    <Steps>
      <Step title="Open connectors">
        In Claude, open **Customize**, then **Connectors**.
      </Step>

      <Step title="Add a custom connector">
        Click **+**, then **Add custom connector**.
      </Step>

      <Step title="Paste the URL">
        Paste the connection URL (`https://guito.app/api/mcp`) and confirm.
      </Step>

      <Step title="Sign in and authorise">
        A browser window opens. Sign in to guito and authorise access over OAuth.
      </Step>

      <Step title="Enable it in a chat">
        In a conversation, click **+** (lower left), choose **Connectors**, and turn on guito.
      </Step>
    </Steps>

    <Note>
      Available on the Claude Free (one connector), Pro, Max, Team and Enterprise plans.
    </Note>
  </Tab>

  <Tab title="ChatGPT">
    <Steps>
      <Step title="Enable developer mode">
        In ChatGPT, open **Settings → Security and login** and turn on **Developer mode**. Availability depends on your account and workspace policy.
      </Step>

      <Step title="Create the connector">
        Open [ChatGPT Plugins](https://chatgpt.com/plugins) and select **+** to add a personal plugin.
      </Step>

      <Step title="Enter a name and URL">
        Enter a name and description, paste the connection URL (`https://guito.app/api/mcp`), and choose **OAuth** authentication.
      </Step>

      <Step title="Confirm and authorise">
        Confirm the notice, sign in to guito, and authorise access.
      </Step>

      <Step title="Install and use guito">
        Find guito in your personal plugins and install it. Start a new **Work** chat, type **@**, and select guito.
      </Step>
    </Steps>

    <Note>
      Your assistant controls approval requests. Review its write permissions before recording or changing information in guito.
    </Note>
  </Tab>

  <Tab title="Developers">
    Works with Cursor and with MCP-compatible clients whose sign-in finishes at a web address or on your own computer, such as Claude Code and VS Code.

    In **Claude Code**, add the server with a single line:

    ```bash theme={null}
    claude mcp add --transport http guito https://guito.app/api/mcp
    ```

    In **Cursor**, **VS Code** and other editors, add the server to your client's MCP configuration file (`mcp.json`):

    ```json theme={null}
    {
      "mcpServers": {
        "guito": {
          "url": "https://guito.app/api/mcp"
        }
      }
    }
    ```
  </Tab>
</Tabs>

<Note>
  The Gemini app does not yet support adding custom MCP connectors.
</Note>

## Check that it worked

Ask the assistant, for example, "What is my net worth?" If it answers with your figures, the connection is working.

## Next

<CardGroup cols={2}>
  <Card title="What are AI assistants" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/bot.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=85408477b801cc545a799f34a6ffc3da" href="/en/ai/overview" width="24" height="24" data-path="icons/bot.svg">
    What you can ask and do once an assistant is connected.
  </Card>

  <Card title="Security and privacy" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/shield.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=aa86e6b8d2ce3e22e3eb68020c3ca0b0" href="/en/ai/security" width="24" height="24" data-path="icons/shield.svg">
    How OAuth access protects your data and credentials.
  </Card>

  <Card title="Troubleshooting" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/wrench.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=676ab2cd78a65dc8df39bbad69ef34f4" href="/en/ai/troubleshooting" width="24" height="24" data-path="icons/wrench.svg">
    The connector doesn't appear, sign-in fails, or how to disconnect.
  </Card>

  <Card title="Plans and pricing" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/credit-card.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=bbd73fbf3ac94fbcfc402633266f1142" href="/en/account/plans-and-pricing" width="24" height="24" data-path="icons/credit-card.svg">
    See what is included in the Plus plan.
  </Card>
</CardGroup>


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