Updated 6 September 2026: the connector now authorises against your BestFolio account, so there is no key to create or paste. The steps below reflect that; the June instructions sent readers to a key field the connector dialog does not have.
You can now connect your AI assistant to BestFolio. Add our new MCP server to Claude or ChatGPT and ask about your strategies, signals, and portfolios in plain language, with no copy-pasting.
The read-only API grew too: your key now reaches portfolio backtests, walk-forward results, drift, and trade lists, alongside the monthly signals it already served. There is a machine-readable OpenAPI spec at /api/v1/openapi.json if you want to generate a client or wire BestFolio into your own tools.
What the connector can answer
The server exposes 10 read-only tools. The catalog tools answer for any signed-in member; the portfolio tools only see portfolios that belong to your own account.
| Tool | What it returns | Scope |
|---|---|---|
list_strategies | The catalog with variant ids: 94 published strategies today, 73 tactical and 21 fixed allocations, 6 of them free | Catalog |
get_strategy_detail | One strategy by slug: variants, metrics, signals | Catalog |
get_strategy_signal | A variant's monthly rebalance signal: current, next preview, and up to 12 past months | Catalog |
get_portfolio_allocation | The processed ticker-to-weight allocation | Your portfolios |
get_portfolio_execution | The execution-ready allocation | Your portfolios |
get_portfolio_rollup | Net exposure analytics | Your portfolios |
get_portfolio_drift | Target-vs-actual drift, sleeve by sleeve | Your portfolios |
get_portfolio_trade_list | An actionable buy, sell and hold list | Your portfolios |
get_portfolio_backtest | The blended backtest: NAV, returns, metrics, drawdown | Your portfolios |
get_portfolio_walkforward | The cached walk-forward NAV series and metrics | Your portfolios |
How to switch it on
This is part of the paid plan. If you are a Founder or Pro member, add https://bestfolio.app/mcp as a custom connector and sign in with your BestFolio account when it asks. There is no key to paste. Prefer to call the API yourself? Generate a key in Settings under API Keys and send it as a header. The full guide is at bestfolio.app/docs/api.
Claude does this in a couple of clicks. ChatGPT keeps custom connectors behind Developer mode and a paid plan, and Business or Enterprise workspaces need an admin to allow it first.
On the free plan? Connecting your AI and the expanded API are part of what a paid plan unlocks. You can upgrade any time on the pricing page.