Guides
Connect your chatbot
Connect Claude, Cursor, ChatGPT, and other MCP clients to Cobalt.
Cobalt exposes an MCP server so AI assistants can query your financial data directly. Any MCP-compatible client works — Claude Desktop, Cursor, VS Code, Zed, Codex, Gemini, Amp, OpenCode.
The agent calls a single cobalt_execute_code tool that runs JavaScript against the cobalt.* SDK in a sandboxed V8 isolate. Data is auto-scoped to your authenticated user — agents never see other users' data.
Setup
See MCP Server for client-specific install instructions.
Once connected, ask things like:
- "What did I spend on food this month?"
- "Show my brokerage positions by allocation."
- "How has my net worth changed over the past year?"