Connect Claude to Aggregate
Last updated
Works in claude.ai, the Claude desktop app and the Claude iPhone and Android apps. Custom connectors need a paid Claude plan (Pro, Max, Team or Enterprise).
Desktop and web
- In Claude, open Customize → Connectors (in some accounts still Settings → Connectors), choose Add, then Add custom connector.
- Name:
Aggregate. URL:https://app.aggregate.finance/mcp. Click Continue. - Claude detects that Aggregate uses sign-in (Sign in now). Click Add, then Connect on the connector's page.
- Sign in to Aggregate, choose what Claude can see, and confirm.
- Try: "How much cash do I have across all my companies?"
iPhone and Android
The Claude mobile apps use the connectors you've added on the web or desktop; you can't add a new one from the phone. Add Aggregate once using the steps above, then open the Claude app on your phone and ask.
In a Claude Team or Enterprise organization, an owner may need to add the connector for the organization first.
Self-hosting? Use https://<your-server>/mcp instead; it must be reachable over HTTPS.
What it can do: read your cash, runway, transactions, invoices, payroll, cap table and reports, and (only if you allow it) add records, each one labeled and undoable for 30 days. It can never move money, pay bills or send anything.
Last checked 2026-10-12 against the app's own help pages. All assistants: Connect your AI.
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