Zyvo for Claude
Last updated: October 2026
Ask Claude about your Zyvo portfolio in plain language. Through the Zyvo connector, Claude reads your positions and tax estimates, computed by the same code as the Zyvo app, so the figures match what you see in Zyvo. The connector is read-only: it never adds, changes or deletes anything.
What you can ask
“What is my portfolio worth in EUR, and how much is unrealized gain?”
“What is my estimated tax for 2025?”
“If I sold 20 shares of AAPL today, how much would this year’s tax go up?”
“Which of my positions has the largest unrealized loss?”
What the connector does
- Portfolio (
get_portfolio): open positions valued now, in any currency: quantity, average cost, cost basis, price, market value, unrealized gain and days held. - Tax estimate (
get_tax_estimate): the estimated tax for a tax year, for United States (federal and supported states) and United Kingdom tax profiles, with the same disclosures as the app. - Sale simulator (
simulate_sale): how a hypothetical sale today would change this year’s tax, for United States tax profiles. Nothing is sold or saved. - Connection check (
whoami): which Zyvo account the connection uses.
Requirements
- A Zyvo account with Zyvo Pro or an active free trial. After the trial, the connector answers with a reminder that it is part of Pro and reads nothing.
- A Claude account. Custom connectors are available on Claude’s Free (one custom connector), Pro, Max, Team and Enterprise plans.
How to connect
- In Claude, open Customize → Connectors, click + Add and choose Add custom connector. (Team and Enterprise: an owner adds it in Organization settings → Connectors.)
- Name:
Zyvo Tracker. Server URL:https://zyvotracker.com/mcp. Click Continue. - Under OAuth client, choose Use your own OAuth client and enter the Client ID
906dbc6a-2ba0-476c-aa14-6ec8506374c7. Leave the client secret empty. - Add the connector, then connect it: sign in to Zyvo if asked and click Allow on Zyvo’s consent screen.
- In a chat, make sure the Zyvo Tracker connector is enabled and ask your question.
Privacy and control
Claude can read your positions, the figures Zyvo derives from your transactions and your tax estimates, plus your account email address, only after you approve the connection. You can revoke access at any time in Zyvo (Settings → Connected apps), which ends it immediately, or by removing the connector in Claude. Details are in the privacy policy.
Limits
- Tax estimates for other countries are in the Zyvo app’s Tax view; the connector says so instead of guessing.
- Manual prices and the “listed stock, not the coin” choice are stored in your browser, so the connector cannot see them.
- Figures are estimates from your recorded transactions, not tax or investment advice. Zyvo never gives buy or sell recommendations.
Support
Questions or problems? Email contact@zyvotracker.com.