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Silvia

Perplexity

Add a remote connector, then sign in to Silvia.

Open Perplexity plugins

  1. Open Plugins in Perplexity’s sidebar, then Add custom, Connector and Add MCP connector. If you see Customize instead, open Connectors and choose + Custom connector.

  2. Choose Remote, then enter the name and server URL.

    Name

    Silvia

    Server URL

    https://www.cfosilvia.com/mcp

  3. Set Authentication to OAuth and Transport to Streamable HTTP.

  4. Review the acknowledgement, tick the box and click Add.

  5. Open the Silvia connector card to sign in to Silvia, approve access and enable it.

Requires Perplexity Pro, Max or Enterprise. In an organization, an admin must allow members to add custom connectors first.

Use Silvia inside the AI apps you already use

Connect Silvia to Claude, ChatGPT, Gemini and more, then ask about your accounts, spending and investments without leaving the conversation. Most apps only need this URL: paste it, sign in to Silvia and approve.

Server URL

https://www.cfosilvia.com/mcp

Things to ask

  • What’s my net worth right now, and how did it change this month?
  • How much did I spend on dining out last month?
  • Which of my holdings moved the most this week?
  • Am I on track with my savings this year?

Good to know

  • Silvia answers from your own Silvia account: the same accounts, holdings and history you see in the app.
  • Deep questions can take a few minutes. Your AI app waits, or checks back for the answer.
  • Each conversation appears in your Silvia chat history and counts toward your Silvia plan, the same as chatting in the app.

Your AI app only sees Silvia’s answers. It never gets your bank logins, and Silvia can’t move money. You can disconnect at any time from your AI app’s connector settings. How Silvia protects your data

New to Silvia? Create your account and connect your accounts first, so Silvia has something to answer from.