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Connect CoinTracker to your AI client

Connect CoinTracker to an AI assistant using MCP (Model Context Protocol) so you can ask about your portfolio, transactions, and taxes. This article covers how to set up the connection in Claude, ChatGPT, and command-line tools like Claude Code and Codex. For what you can do once connected, see what you can do with CoinTracker in your AI assistant.

Before you start

Sign in to your CoinTracker account in the same browser you will use to authorize the connection. 

Connect in Claude

  1. Open Claude on web or desktop.
  2. Go to Customize, then Connectors.
  3. Select Add custom connector, name it CoinTracker, and paste the URL https://mcp.cointracker.com/mcp.
  4. Sign in to your CoinTracker account and authorize data access.
  5. You are connected when the CoinTracker tools appear on the connector's detail page.

Connect in ChatGPT

  1. Open ChatGPT.
  2. Go to Settings, then Security and login, and turn on Developer mode. A paid ChatGPT plan may be required.
  3. Go to Plugins and select the + button to create a new plugin.
  4. Complete the new plugin form using the URL https://mcp.cointracker.com/mcp.
  5. Sign in to your CoinTracker account and accept the permission.
  6. You are connected when the CoinTracker tools appear. You may need to refresh the actions list.

Connect from the terminal

For command-line assistants, add the connection and then authenticate:

  • Claude Code: 
    • Run claude mcp add --transport http cointracker https://mcp.cointracker.com/mcp 
    • Authenticate into CoinTracker.
  • Codex: 
    • Run codex mcp add cointracker --url https://mcp.cointracker.com/mcp
    • Open the OAuth link in a browser where you are signed in to CoinTracker.

If your connection fails or the CoinTracker tools do not appear, see how to fix a failed AI-client connection. What you can access on the free plan versus a paid plan is covered in free and paid plans in your AI client.

If you run into any issues, please don't hesitate to reach out to our support team for help.

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