Agents

Plug Arc into the agent you already use.

Arc is AI-native: ask next to your plan inside the app, or connect Arc as an MCP server so ChatGPT, Claude, Cursor, and other agents can read and update your financial plan with your approval.

Sign in to ArcBuild a plan first

How it works

  1. 1

    Create your plan in Arc

    Sign in at app.arcwealth.co and complete onboarding — or load the demo. The connector reads the same plan you see in the app.

  2. 2

    Add the Arc connector in your agent

    In ChatGPT, Claude, or another MCP client, add a remote connector pointing at the Arc MCP server URL below.

  3. 3

    Sign in when prompted

    Arc uses OAuth through your Arc account. You approve access once; the agent can then read and update your plan on your behalf.

  4. 4

    Work in natural language

    Ask your agent to model a raise, update a mortgage balance, or check whether you are still on track — changes sync back to Arc.

Connection details

Use these values when adding Arc as a remote MCP connector. OAuth metadata is published for automatic discovery.

MCP server URL
https://app.arcwealth.co/mcp
OAuth metadata
https://app.arcwealth.co/.well-known/oauth-protected-resource

ChatGPT & Claude

In ChatGPT, open Settings → Connectors → add a custom connector and paste the MCP server URL. Sign in with your Arc account when ChatGPT prompts for authorization.

In Claude, add Arc under Settings → Integrations or Desktop connector configuration (depending on your plan). Use the same MCP URL and complete OAuth when asked.

Connector UIs change frequently — if your client asks for a server URL and OAuth, the values above are the source of truth.

Cursor & other MCP clients

Add Arc to your MCP config with the server URL above. The client should discover OAuth via the protected-resource metadata endpoint. You must be signed in to Arc for tools that read or write your plan.

{
  "mcpServers": {
    "arc-wealth": {
      "url": "https://app.arcwealth.co/mcp"
    }
  }
}

What agents can do

Recommended flow: search → fetch to read, then update tools to change numbers. Every write requires your signed-in session.

  • search

    Find financial documents in your plan — summaries, projections, assumptions.

  • fetch

    Load the full contents of a document returned by search.

  • list_finances

    Read profile, account line items, income, spending, and plan history ids.

  • update_finances

    Update asset values, debt balances, income, and spending from the agent.

  • update_profile

    Change birth year, location, marital status, children, or retirement age.

  • update_plan_assumptions

    Adjust returns, inflation, retirement age, or withdrawal rate.

  • get_projection

    Pull year-by-year net-worth projections from the current plan.

  • get_plan_summary

    Read a concise snapshot of plan status and key metrics.

Arc connectors access your financial plan, not investment advice. You control authorization and can revoke access from your agent client at any time.