Your assistant can finally see the half that isn't in a bank.
Plenty of money apps talk to ChatGPT, Claude and Gemini now. They can all read your current account. None of them can tell you what your company stake is worth, what the house did this year, or whether it was you or the euro — because they don't hold any of it. Ovolos does.
Sample conversation — illustrative figures, real tool names.
The questions a bank feed can't answer
Any assistant wired to a budgeting app can tell you what you spent on coffee. These are the other ones — the company stake, the fund, the building, the currency you earn in. They need a product that models those things in the first place.
The unlisted half
- “What's my stake in the company worth now?”
- “How much of the fund commitment is still callable?”
- “What has the building earned me since I bought it?”
Me, or the currency?
- “Did I make money last year, or did the euro?”
- “How exposed am I to the dollar?”
- “What am I worth in sterling this morning?”
What could I actually sell?
- “How much of what I own could I sell this year?”
- “Am I too concentrated in one holding?”
- “If I stopped working, how long does the liquid side last?”
Do it for me
- “The fund called €50,000 on Tuesday. Log it.”
- “Mark the company at the new round price.”
- “Research what my house is worth now.”
Answers come from the same services the app itself uses — one derivation, whichever door you knock on. Which is the whole point: an assistant can only answer for the assets something actually holds, and a product built on bank feeds never held these.
Reads run deep. Writes stay narrow.
An assistant that can see everything shouldn't be able to do anything. Every connection is granted by you, scope by scope, on an approval screen — and what was never offered can never be asked for.
The approval screen, when a client first connects.
- Read net worth, risk & positions
- Read spending & planning
- Record valuations & transactions
- Manage accounts & portfolios off
Revocable any time in Settings → API access — with an access log of what actually reached your data.
Bookkeeping, not surgery.
- Record a valuation or a trade
- Add & categorize transactions
- Plan income, bills and budgets
- Start AI research on an asset
- Move money anywhere
- Touch another portfolio's data
- Bulk-delete your history
Not scopes you decline — tools that don't exist. The developers page in-app documents every deliberate non-exposure.
One server, any MCP client.
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ChatGPTAdd Ovolos as a connector and ask from the app you already have open.
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Claudeclaude.ai, Claude Desktop or Claude Code — same server, same scopes.
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GeminiDrop the endpoint into Gemini CLI beside the rest of your tooling.
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Any MCP clientMCP is an open standard — bring whatever speaks it.
Prefer raw HTTP? The same surface is a REST API at /api/v1 with personal access tokens.
Connected in three steps
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1
Point your client at OvolosAdd the MCP endpoint to your assistant — it walks you through sign-in.
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2
Approve the scopesYour client asks; you tick exactly what it may see and do.
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3
Ask your first question"How did I do last month?" is a good opener.