Connect from Claude, ChatGPT or Gemini

Ask an assistant about your own plan: your net worth, whether the plan holds, your FIRE figures, your largest holdings, your financial statements at every date. It reads them from Family Office through a read-only MCP server and changes nothing. You add the server's address in the assistant and sign in to Family Office: there is no token to copy.

What you need

A Family Office account on the Gold plan or above: connecting an assistant comes with Gold and Platinum. Each connected assistant or token counts as one of the plan's API tokens, 3 on Gold and 5 on Platinum. The server's address:

https://api.unicornrealestate.co.uk/mcp

Sign in from the assistant

Add the address above in your assistant, as its part below says. The assistant then opens Family Office in your browser:

Sign in to Family Office, as you do in the app.
Tick what the assistant may read (net worth, plan check and readiness, FIRE, holdings, financial statements) and choose for how long: 30, 90 or 365 days.
Press Allow. Your browser goes back to the assistant, which can now read what you ticked, and Family Office e-mails you that an assistant was connected.

Claude on the web and Claude Desktop

Family Office is listed in Claude's connector directory. Open its page there, or in Claude open Customize > Connectors > Discover and search for Family Office, then press Connect: Claude opens Family Office for you to sign in.

Open in Claude's directory

Or add it yourself, as a custom connector:

Open Customize > Connectors (on Team and Enterprise, an Owner opens Organization settings > Connectors) and press Add custom connector. Name it Family Office, enter the server's address, press Add, then Connect: Claude opens Family Office for you to sign in.

Or with a token, where your account offers request headers (a beta): choose No sign-in for authentication, then under Request headers choose authorization and enter Bearer, a space, then your token. On a Team or Enterprise plan, a connector with your token would let every member of the organization read your plan.

ChatGPT

Open Settings > Plugins (chatgpt.com/plugins), press the plus button, then Add custom MCP server. Paste the server's address, name it Family Office, choose OAuth for authentication and press Create as a plugin: ChatGPT opens Family Office for you to sign in. In a chat, type @ and choose Family Office.

Custom MCP servers come with ChatGPT's paid plans, on the web. If Plugins offers no Add custom MCP server, turn on Developer mode in Settings first; on a Business or Enterprise workspace, an admin may have to allow it. OpenAI moves these menus often, and its help pages name the current ones.

Gemini

On a computer, open gemini.google.com/customize/connectors and press + Custom (on some accounts it is Settings > Connected Apps, under Personal Intelligence if it is not listed, then Add a custom app under Custom apps). Paste the server's address and press Next: Gemini opens Family Office for you to sign in. Once added, it works in the Gemini app on your phone too.

Google is still rolling custom apps out: they are added on the web, not from the phone, from a personal Google account (not a work or school one), and not every account has them yet. If yours offers no custom option, Claude or ChatGPT can use the same address.

Claude Code

Run this command in a terminal, then type /mcp in Claude Code and choose fo to sign in to Family Office:

claude mcp add --transport http fo https://api.unicornrealestate.co.uk/mcp

Or, with a token, run this one with your token in place of YOUR_TOKEN. The token card shows it with your token already in it, under Add it to Claude Code.

claude mcp add --transport http fo https://api.unicornrealestate.co.uk/mcp --header "Authorization: Bearer YOUR_TOKEN"

Or make a token

Claude Code and Codex can also read with a token you make in the app, as can any assistant that sends a token in a request header:

Sign in to Family Office and open Profile > API tokens.
Press New token, give it a label, tick what it may read (net worth, plan check and readiness, FIRE, holdings, financial statements) and choose when it expires: after 30, 90 or 365 days.
Confirm with your password, and with your authenticator code if you use one.
Copy the token: it is shown only once. Family Office keeps only a fingerprint of it, so a lost token cannot be shown again; revoke it and make a new one.

Codex

Codex, OpenAI's coding agent, reads with a token: put it in an environment variable named FO_TOKEN and add these lines to ~/.codex/config.toml.

[mcp_servers.fo]
url = "https://api.unicornrealestate.co.uk/mcp"
bearer_token_env_var = "FO_TOKEN"

What you can ask

The assistant reads only the sections you allowed, and answers from them. For example:

What is my net worth today, and what are my total assets and liabilities?
Does my plan hold? If not, when does it first fall short?
What is my readiness score, and which part of it is weakest?
How far am I from FIRE at each withdrawal rate, and in how many years would I get there?
What are my ten largest holdings, and how is my wealth split across asset classes?
Show me my cash flow statement for each date of the plan: what comes in, what goes out, and why my cash changes.
When were these figures last updated?

The figures are those Family Office last wrote for you, when you signed in or saved, and their date comes with them. If the assistant finds none yet, sign in or save once and they are written.

What it cannot do

It changes nothing: every tool only reads, and no connection or token can edit your plan, move money or reach your bank. It is not advice: the assistant reads your figures, and what it makes of them is its own.

Holdings and Financial statements send the names of your holdings, accounts, properties and the people on your plan, so they stay off unless you tick them. What you send to an assistant is handled under that assistant's terms, which Family Office does not control.

How to stop it

Press Revoke beside the connected assistant or the token in Profile > API tokens: it stops reading within 30 seconds. Each also ends on its expiry date, a new password ends them all, and Family Office e-mails you when an assistant is connected or a token made, and before one expires.

Try Family Office