Connect Exceefy MCP to Claude

Access your Exceefy data directly from Claude using the MCP protocol.

This guide explains how to connect the Exceefy MCP server to Claude by Anthropic.

Exceefy MCP server URL: https://api.exceefy.com/mcp

Option 1 Claude.ai (web version, recommended)

Connect Claude to Exceefy in just a few clicks via the Claude.ai Connectors page.

  1. Go to claude.ai/customize/connectors and click "Add a connector"
  2. Enter the URL below directly in the connector URL field: https://api.exceefy.com/mcp
  3. Save and ask Claude: "What is my best performing portfolio?"

Option 2 Claude Code (CLI)

If you use Claude Code in your terminal, run the following command:

claude mcp add exceefy \
  --transport http \
  https://api.exceefy.com/mcp

The server will be automatically added to your configuration.

Option 3 Claude Desktop

Claude Desktop natively supports the MCP protocol via a JSON configuration file.

1. Open the Claude Desktop configuration file

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

Create the file if it does not exist yet.

2. Add the Exceefy server configuration

{
  "mcpServers": {
    "exceefy": {
      "url": "https://api.exceefy.com/mcp"
    }
  }
}

If you already have other MCP servers configured, simply add the "exceefy" block inside mcpServers.

3. Restart Claude Desktop

Close and relaunch the app. The Exceefy server will appear in the list of available tools.

4. Test the connection

In a new conversation, you can now ask Claude:

"Show me a summary of my Exceefy portfolio"

💡 Need help? Check out our article Does Exceefy have an MCP server? to learn more about the MCP protocol.