ArthaPilot in ChatGPT and Claude
Use public investment research without signing in, or link your ArthaPilot account for private workspace and planning workflows.
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What the MCP server does
The ArthaPilot MCP server gives supported assistants access to ArthaPilot analysis tools. Private household, saved-analysis, monitor, and planning workflows require a linked ArthaPilot account.
ArthaPilot provides analytical simulations, not investment, tax, legal, or brokerage advice. It cannot place trades, move money, file taxes, or schedule transactions.
Add the MCP server in ChatGPT
- On ChatGPT web, open Settings → Security and login and turn on Developer mode. Availability depends on your account and workspace policy.
- Open ChatGPT plugins, select the plus button, and create a connection named ArthaPilot.
- Under Connection, choose the public endpoint option and enter
https://api.arthapilot.com/mcp. Create the connection, then review the discovered tools. - Start a new conversation and add ArthaPilot from the tools menu. Public research does not require an ArthaPilot sign-in.
- When you ask for private ArthaPilot data, follow ChatGPT's account linking prompt. Sign in on the ArthaPilot authorization page and review the access request before approving it.
- Return to the conversation and ask ChatGPT to use ArthaPilot. Pro tools still require an active ArthaPilot Pro plan.
Linking is optional. Public tools continue to work if you decline or later disconnect account access. See OpenAI's MCP setup guide if the ChatGPT controls have changed.
Connect in Claude
- In Claude’s connector settings, add a custom remote MCP connector with this URL:
https://api.arthapilot.com/mcp. - Public research works without linking an ArthaPilot account. When Claude requests private data, follow the OAuth prompt and review the permissions on ArthaPilot's authorization page.
- Claude Code users can run
claude mcp add --transport http arthapilot https://api.arthapilot.com/mcp.
Available capabilities
Access and effect labels come from the reviewed capability contract used by the MCP server.
| Capability | Access | Effect |
|---|---|---|
| Search ArthaPilot tools | No sign-in | Read only |
| Look up ticker availability | No sign-in | Read only |
| Analyze assets | No sign-in | Read only |
| Run portfolio backtest | No sign-in | Read only |
| Browse public strategies | No sign-in | Read only |
| Get account capabilities | No sign-in. Linking adds account context | Read only |
| List saved analyses | Linked Free or Pro | Read only |
| Get saved analysis | Linked Free or Pro | Read only |
| List households | Linked Free or Pro | Read only |
| Review household | Linked Free or Pro | Read only |
| Get household tax opportunities | Linked Free or Pro | Read only |
| List monitor subscriptions | Linked Free or Pro | Read only |
| Run Roth conversion plan | Linked Pro | Read only |
| Price a proposed sale | Linked Pro | Read only |
| Save analysis result | Linked Free or Pro | Confirmed write |
| Update saved analysis | Linked Free or Pro | Confirmed destructive change |
| Delete saved analysis | Linked Free or Pro | Confirmed destructive change |
| Manage monitor | Linked Free or Pro | Confirmed destructive change |
| Update tax-opportunity workflow | Linked Free or Pro | Confirmed write |
Linked-account access
Linking grants only the permissions you approve. ArthaPilot checks ownership, plan entitlement, and the required application permission again on every protected call.
- Read permissions cover analyses, households, monitors, and workspace objects as shown on the authorization screen.
- Write permissions cover saving or replacing analyses, managing monitors, and recording tax-opportunity workflow state.
- Account linking does not give the assistant your ArthaPilot password or browser session.