Guides · AI & agents
How to use FundChart with Claude
Connect Claude to your fund data over MCP: ask questions, generate commentary, get embed codes from chat.
This guide is being written. The outline below is what it will cover.
- Add the FundChart MCP server in Claude (desktop and claude.ai)
- Authenticate with your org token
- Things to ask: monthly summaries, adviser emails, embed snippets
- What Claude can and cannot do (read-only today; uploads coming)
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.