> For the complete documentation index, see [llms.txt](https://docs.obside.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.obside.com/platforms/ai-connections.md).

# AI connections (MCP)

## Overview

**AI connections** let you plug your favorite AI assistant — **Claude, ChatGPT, Claude Code or any client supporting the Model Context Protocol (MCP)** — directly into your Obside account.

Once connected, your assistant can work with your real Obside data and act on your behalf:

* **Read your portfolios** — positions, performance, exposure, income forecast, related news, calendar.
* **Look up markets** — search assets, get prices and price history.
* **Manage your agents** — list, create, update, activate or stop agents, organize them in folders.
* **Run backtests** and read their results.
* **Place or cancel orders** on your connected accounts *(same regional and plan rules as in the app)*.
* **Check your credit balance.**

{% hint style="info" %}
AI connections are available on **paid plans** (Plus, Pro and Max). See [Pricing](/misc/pricing.md).
{% endhint %}

***

## How to connect

Everything happens in **Settings → AI connections**, where the MCP server URL is displayed with step-by-step guides for the most popular clients.

### Clients with sign-in (Claude, ChatGPT…)

Most modern AI clients connect with a simple sign-in — **no token needed**:

1. In your AI client, add a **custom connector** and paste Obside's MCP server URL.
2. Leave any "Client ID" or "Client Secret" fields empty.
3. Sign in to Obside when prompted to authorize the connection.

For example, in **Claude**: Settings → Connectors → Add custom connector. In **ChatGPT**: enable Developer mode, then Settings → Connectors → Create.

### Clients using a token (Claude Code…)

Some clients authenticate with a bearer token instead of a sign-in:

1. In **Settings → AI connections**, generate a **token** and copy it.
2. Add the Obside MCP server in your client with the token as the Authorization header — the settings page shows the exact ready-to-paste command for Claude Code.

You can name your tokens (one per client is a good habit), see when each was last used, and **revoke** any of them at any time.

{% hint style="success" %}
Connections are scoped to **your** account and respect the same permissions as the app: an assistant can't do anything you couldn't do yourself in Obside.
{% endhint %}