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Guides

Step-by-step pages for connecting one source to one assistant, and plain comparisons with other ways to give an AI your financial data. Every page says what's live today and when it was last checked.

Start with what Aggregate connects: every connection, what it brings in, and whether it's live on the hosted app.

Start here

Connect your AI

Claude: desktop, web, iPhone and Android
ChatGPT
Grok
Cursor: one-click link
Claude Code, Codex, Gemini CLI, Zed and other command-line tools

Agent and assistant apps that take a pasted MCP link:

Dust: a workspace admin adds it once
Gumloop
Le Chat (Mistral)
Lindy
Notion AI: Business and Enterprise
Perplexity: Pro, Max and Enterprise
Poke
Raycast: Raycast Pro

Connect a source to your AI

Source	Claude	ChatGPT
QuickBooks Online	Guide	Guide
Xero	Guide	Guide
Square	Guide
Stripe	Guide
Shopify		Guide
Bank accounts and cards	Guide
Bank statements (CSV, OFX, PDF)	Guide
Deel	Guide

Every other combination works the same way: connect the source in Aggregate, then follow the assistant's steps in Connect your AI to Aggregate.

Substack, Ko-fi, Beehiiv, Kraken, Gemini, Robinhood, Interactive Brokers, Fundrise, Gusto, ADP and Paychex come in through another connection.

Bring your data

Moving off Pulley? Bring your cap table: Pulley, Carta and Mantle (OCX) exports

How the numbers are counted

Security

MCP security: how Aggregate maps to the OWASP MCP Top 10

Comparisons

The connect pages are generated by scripts/guides/generate.py from one template ([_template.md](_template.md)), so edit the script rather than the pages.

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