← Back to home

Connect Claude to Odyn

Last updated: 08.11.2026

Connect Claude to your Odyn account and ask about your wealth in plain language: what you hold, how your portfolios performed, and how Odyn calculates each figure. Claude reads your Odyn data through a connection that you approve. AI assistants can read your portfolio, but never add, change, or delete anything.

What Claude Can Do

Claude uses Odyn's tools to answer your questions. It can:

  • List your portfolios and find your Default Portfolio.
  • Show the assets in a portfolio on any date, with Quantity, Current Price and PnL for each asset and each account.
  • Report your total Assets, Debts and Net Worth.
  • Read your transaction history.
  • Calculate PnL, Unrealized PnL, IRR and time-weighted return for any period, for a portfolio, an asset class or a single asset.
  • Measure the long-term risk and return of a portfolio, an asset class or a single asset on historical prices.
  • Look up closing prices for tickers, including ones you do not hold.
  • Explain how Odyn works and how it calculates each metric, using the Odyn documentation.

Odyn's tools only read data. Claude cannot record transactions, change your settings, place trades or move money through Odyn. Claude's answers are information, not investment advice.

Before You Start

  • An Odyn account with at least one portfolio.
  • A Claude plan that lets you add custom connectors. On Claude Team and Enterprise plans, an organization Owner adds the connector first, and each member then connects with their own Odyn account.

Connect in Claude

1. In Claude, open Settings → Connectors.

2. Click Add custom connector.

3. Enter Odyn as the name and https://my.odyn.app/mcp as the server URL, then click Add.

4. Click Connect and sign in with your Odyn account when prompted.

The connection then works in Claude on the web, on desktop and on mobile.

Connect in Claude Code

1. In a terminal, run claude mcp add --transport http odyn https://my.odyn.app/mcp

2. Start Claude Code, run /mcp, select odyn and choose Authenticate.

3. Sign in with your Odyn account in the browser window that opens.

Questions to Try

  • Which portfolios do I have in Odyn, and which one is my default?
  • What are my total Assets, Debts and Net Worth in euros?
  • Show the assets in my default portfolio and their PnL this year.
  • Compare my IRR and time-weighted return since 01.01.2024.
  • How does Odyn calculate IRR, and when does it make sense?

When a question names no portfolio, Claude uses your Default Portfolio. Name a portfolio in your question to ask about another one.

Your Data and Privacy

Claude only gets the access you approve, and only for the Odyn account you sign in with. Every connection to Odyn is encrypted with TLS.

To answer a question, Odyn sends Claude the data that question needs, for example portfolio names, assets and their values, transactions, debts and calculated figures. Odyn receives the tool request (a portfolio, dates, a currency, filters or a documentation question), not your whole conversation with Claude.

Anthropic processes what Claude receives under its own terms, privacy policy and your Claude settings. See Anthropic's privacy policy and the external AI assistants section of our Privacy Statement.

Disconnect Claude

Disconnect any AI assistant anytime. Access ends immediately.

  • In Odyn. Open Security Center, find Claude under AI Connections and click Disconnect.
  • In Claude. Open Settings → Connectors and remove Odyn.

Disconnecting stops future access. It does not delete information Claude has already received; use Claude's own controls to delete it. To connect again, sign in and approve access again.

If Something Does Not Work

  • Claude cannot connect. Check that the server URL is exactly https://my.odyn.app/mcp, then click Connect again.
  • Claude asks you to sign in again. The connection was disconnected or has expired. Click Connect and sign in with your Odyn account.
  • Answers are about the wrong portfolio. Name the portfolio in your question, or change your Default Portfolio in your Odyn account.

Support

Questions or problems with the connection: support@odyn.app.