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AI integrations

Connect Portiqa to your AI assistant with MCP

Run a Portiqa portfolio evaluation from your chat. MCP (Model Context Protocol) lets your AI assistant send the holdings you provide to Portiqa and explain the returned score, concentration, and data coverage.

Connect Claude ChatGPT availability Try example prompts

Sign in with your Portiqa account through OAuth. You can check access for zero credits. Each successful evaluation uses one credit from the allowance shared with the REST API.

Connect Portiqa in Claude

  1. Open Portiqa’s Claude connector listing and choose Connect or Install.
  2. Sign in with your Portiqa account and approve the portfolio evaluation permission.
  3. Open a new chat and enable Portiqa under + → Connectors if prompted. Start with the free access check.

A managed workspace may require an administrator to enable connectors. See Claude’s connector guide.

Set up Portiqa as a custom connector in Claude
  1. In Customize → Connectors, add a custom web connector.
  2. Name it Portiqa and enter https://portiqa.ai/mcp as the server URL.
  3. Choose Sign in now and Use your own OAuth client. Enter hu1ok5sBcRxyOY5xLZmVrXgY8OjGdeQj as the public OAuth client ID. Leave the client secret and request headers blank.
  4. Add the connector and click Connect to sign in to Portiqa and approve access.

ChatGPT availability

Portiqa works in the private ChatGPT pilot. The public directory listing is under review. If you already have access to the pilot, select Portiqa in a new chat and run the free access check.

Example prompts to try

Paste a prompt into a chat with Portiqa enabled. The evaluation examples use fictional holdings.

Check access before your first evaluation

Check my Portiqa access. Show my plan, credits left, reset date in UTC, and portfolio limit. Wait before evaluating anything.

Evaluate a sample portfolio

Ask me before using one Portiqa credit to evaluate a sample portfolio with $6,000 in AAPL, $4,000 in MSFT, medium risk, and no cash. Show the score, the largest position’s weight, and the main drivers of the result.

Review data coverage after an evaluation

Use the Portiqa result already in this chat. Explain which tickers or data were missing and how that limits what I can infer from the score. Do not run another evaluation.

The welcome card shows your plan, credits left, reset time, and portfolio limit. If it asks you to review and accept the API and MCP disclaimer, do that in Portiqa, then return and select Refresh access or repeat the access prompt. Clients that display text show the same account information.

For your own portfolio, provide a ticker and either the total market value or the number of shares for each position. Use the same currency for all values and any cash. Portiqa evaluates the holdings you send. Your AI provider also processes what you share in chat. Results are for information only and do not constitute investment advice.

MCP server details

  • Server URL https://portiqa.ai/mcp
  • Transport Streamable HTTP
  • Authentication OAuth with a client configured for Portiqa. No REST API key is required.
  • Tools check_portiqa_access and evaluate_portfolio

Allowance and access

  • Out of credits. Check your reset time in UTC, view usage, or compare plans.
  • Portfolio exceeds your plan limit. Check the number of unique tickers and adjust the holdings or choose a plan that supports a larger portfolio.
  • Access denied. Check that you signed in with the intended Portiqa account, accepted the current disclaimer, and approved evaluation permission.
  • Need help? Contact Portiqa support with the request ID. Keep tokens and holdings out of your message.

Calling Portiqa from your own code? See the REST API reference.