How to Connect Claude to Your iTrustCapital Account Using Truthifi

Managing a crypto and precious-metals IRA requires tracking assets that most financial tools weren't built to handle. iTrustCapital clients hold Bitcoin, Ethereum, gold, and silver inside tax-advantaged retirement accounts — assets that rarely appear in standard portfolio dashboards, let alone AI tools. Truthifi bridges that gap by giving Claude read-only access to your actual iTrustCapital account data through a secure MCP connector.

With a Claude iTrustCapital connection through Truthifi, you can ask Claude to analyze your IRA allocation, model retirement scenarios, review drawdown history, and check how your crypto IRA fits within your broader financial picture. Setup takes about 5 minutes. Claude cannot trade, sell, or move any assets — access is read-only by design.

2. What You Need

• An active iTrustCapital account (Traditional IRA, Roth IRA, or SEP IRA)

• Claude.ai account (Pro plan recommended for Projects and extended context)

• A free Truthifi account at truthifi.com

• Approximately 5 minutes for setup

• Prefer ChatGPT? See /connect/chatgpt-itrustcapital

3. How to Connect Claude to Your iTrustCapital Account

Here is how to connect Claude to your iTrustCapital account using Truthifi.

1. Open Claude Settings — Go to claude.ai. Click your profile icon → Settings → Integrations.

2. Add the Truthifi MCP connector — Click Add Integration → Custom. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Save.

3. Authorize your iTrustCapital accounts — Claude redirects you to Truthifi's OAuth screen. Sign in to Truthifi, select which iTrustCapital IRA accounts to share, confirm the read-only scope, and click Authorize.

4. Enable Truthifi in a conversation — In any Claude conversation: click the plug icon → toggle Truthifi on. Or add it to a Project so it stays active across sessions.

5. Verify the connection — Ask: "What assets are currently held in my iTrustCapital IRA and what is each position worth?" If Claude responds with your actual holdings, the connection is live.

Connect Claude to iTrustCapital →

4. Example Prompts for Claude

• IRA Holdings Summary — "List every asset in my iTrustCapital IRA with its current market value, cost basis, and unrealized gain or loss. Group by asset type: crypto versus precious metals."

• Concentration Risk Check — "Does any single asset in my iTrustCapital account represent more than 40% of the portfolio? If so, explain the concentration risk and what a more diversified allocation might look like."

• Roth vs. Traditional Tax Modeling — "Given my current iTrustCapital balance, explain the long-term tax difference between holding this account as a Roth IRA versus a Traditional IRA, assuming 8% annualized growth to age 65."

• Contribution History Review — "Review my iTrustCapital contribution history. Am I on track to maximize my IRA contribution for this tax year? What amount remains before I hit the IRS limit?"

• Crypto Correlation Analysis — "How correlated are my iTrustCapital crypto holdings to each other historically? Which position adds the most diversification benefit, and which adds the most redundancy?"

• Precious Metals Role — "Evaluate the role of gold and silver in my iTrustCapital IRA. Given my overall retirement portfolio, does the current metals allocation serve as an effective inflation hedge?"

• Required Minimum Distribution Planning — "If I hold a Traditional IRA at iTrustCapital, model my required minimum distributions starting at age 73 based on my current balance and 7% annual growth."

• Full Retirement Snapshot — "Combine my iTrustCapital IRA data with any other connected accounts and give me a unified retirement readiness assessment — total balance, projected growth to age 65, and gap analysis versus a $2 million retirement target."

5. Why Truthifi?

5.1. Security

Your iTrustCapital login credentials never reach Truthifi's servers. You authenticate directly on iTrustCapital's domain, and Truthifi receives only a read-only, scoped data token protected by AES-256 encryption. Claude cannot initiate trades, transfers, or any account modifications. You can revoke Truthifi's access at any time through your Truthifi dashboard or directly within iTrustCapital.

5.2. Privacy

Truthifi operates on a subscription model with no data sales and no third-party sharing. You specify exactly which iTrustCapital accounts Claude can see. Connecting Claude does not grant any other AI tool access to the same data. Each connection is independently authorized and independently revocable.

5.3. Audit Trail

Every MCP data request is logged with the timestamp and the specific data fields retrieved. When Claude queries your iTrustCapital holdings, that request is recorded. You maintain full visibility into what was accessed in each session, giving you a complete audit history of AI interactions with your retirement account data.

5.4. Data Quality

Truthifi normalizes the raw data delivered by iTrustCapital — resolving inconsistent ticker labels for crypto assets, filling historical gaps, and correcting cost-basis anomalies that arise from crypto-specific transaction types like staking rewards, asset conversions, and protocol migrations. Claude works with clean, consistent data rather than raw broker output.

6. About Claude

Claude is Anthropic's AI assistant, recognized for extended reasoning, nuanced analysis, and reliable handling of complex multi-step questions. When connected to your iTrustCapital account through Truthifi's MCP integration, Claude can reason about your actual crypto IRA data — not hypothetical portfolios. Claude Projects allow you to maintain Truthifi as a persistent integration so your iTrustCapital connection is available across multiple conversations without re-enabling each time.

7. About iTrustCapital

iTrustCapital is a self-directed IRA platform that enables retirement investors to hold cryptocurrency and precious metals inside Traditional, Roth, and SEP IRAs. Founded in 2018 and based in Irvine, California, the platform has processed more than $17 billion in cumulative transactions and serves more than 300,000 accounts.

• Founded: 2018

• Headquarters: Irvine, California

• Cumulative transactions: More than $17 billion (as of 2026)

• Accounts: More than 300,000

• Account types: Crypto IRAs (Traditional, Roth, SEP); Precious-metals IRAs (gold, silver); Self-directed retirement accounts

• Important: Crypto and precious-metals holdings are not FDIC-insured and not SIPC-insured

• Data aggregation: BAA

iTrustCapital website → · About iTrustCapital →

8. Frequently Asked Questions

Is it safe to connect my iTrustCapital IRA to Claude through Truthifi?

Yes. Your credentials stay on iTrustCapital's servers. Truthifi receives only a read-only OAuth token, secured with AES-256 encryption. Claude cannot trade, transfer, or modify your account. Access details at https://truthifi.com/security.

What can Claude actually do with my iTrustCapital data?

Claude can read balances, positions, transaction history, and account type details. It can analyze allocation, model projections, identify concentration risk, and answer questions about your IRA's structure. It cannot execute any action within your iTrustCapital account.

Are crypto and precious metals in an iTrustCapital IRA insured?

No. Crypto assets and precious metals held in iTrustCapital IRAs are not FDIC-insured (which covers bank deposits) or SIPC-protected (which covers brokerage securities). This is a key risk distinction compared to traditional IRA assets.

What iTrustCapital account types does Truthifi connect?

Truthifi supports Traditional IRAs, Roth IRAs, and SEP IRAs on the iTrustCapital platform — covering all standard account types offered for self-directed crypto and precious-metals investing.

Can Claude tell me when to buy or sell crypto in my iTrustCapital IRA?

Claude can provide analysis of your current holdings, historical performance, and allocation patterns, but it cannot give licensed investment advice and cannot execute any trade. For personalized recommendations about specific buy/sell decisions in a self-directed IRA, consult a qualified financial advisor.

How does Truthifi compare to manual crypto IRA tracking?

Do I need a paid Claude plan to use this?

Claude Pro ($20/mo) is recommended for Projects and extended context windows, which are useful for multi-account retirement analysis. Free Claude accounts may have limited access to integrations.

Can I connect multiple IRAs from iTrustCapital?

Yes. If you have more than one iTrustCapital account (for example, both a Traditional and a Roth IRA), you can connect each during the Truthifi authorization step and Claude can analyze them together.

What happens to my data when I close a Claude conversation?

Claude does not retain your iTrustCapital data between separate conversations unless you are using a Project with memory enabled. The Truthifi connection remains active, but your portfolio data is not stored persistently by Claude.

Can I connect both Claude and ChatGPT to my iTrustCapital account?

Yes. Each AI connection through Truthifi is independent. Authorizing Claude does not give ChatGPT access to the same data, and vice versa. You manage each connection separately through your Truthifi dashboard.

Does connecting my iTrustCapital account replace a crypto financial advisor?

No. Truthifi and Claude provide data visibility and analysis, not licensed financial advice. Decisions about self-directed IRA strategy, crypto allocation, and tax treatment should involve a qualified advisor with experience in digital assets and retirement accounts.

How does Claude handle crypto-specific transaction types like staking rewards?

Truthifi normalizes crypto transaction data before it reaches Claude, categorizing transaction types consistently so Claude can distinguish between purchases, sales, conversions, and rewards. This normalization is especially important for complex crypto IRA histories where raw exchange data may be inconsistently labeled.

How does a Claude iTrustCapital connection help with year-end tax planning?

Claude can review your transaction history to identify short-term versus long-term holding periods within IRA rules, flag conversion opportunities between Traditional and Roth accounts, and model the tax impact of future withdrawals — giving you data-driven inputs for conversations with your tax advisor.

9. MCP Integration Paths

Connect Claude to more of your financial life, or connect iTrustCapital to other AI agents:

• AI Investing & Trading Hub — Crypto portfolio analysis, IRA research, and investment tracking across platforms.

• AI Retirement & Estate Planning Hub — Model your retirement with self-directed IRA assets alongside traditional accounts.

• AI Tax Planning Hub — Surface IRA conversion opportunities and tax-advantaged positioning with AI.

• AI in Finance: The Big Picture Hub — How AI connects across every corner of your financial life.

• AI Budgeting & Personal Finance Hub — Track contributions and cash flow across all connected accounts.

Other agents you can connect to iTrustCapital:

• How to Connect ChatGPT to Your iTrustCapital Account Using Truthifi

• How to Connect Perplexity to Your iTrustCapital Account Using Truthifi

• How to Connect Grok to Your iTrustCapital Account Using Truthifi

• How to Connect OpenClaw to Your iTrustCapital Account Using Truthifi

Informational only. Not financial advice. Truthifi is not affiliated with iTrustCapital. Consult a qualified financial advisor before making investment decisions. Crypto and precious-metals holdings are not FDIC- or SIPC-insured. This guide reflects current product functionality as of June 2026.

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