How to Connect OpenClaw to Your First Allied Account Using Truthifi

Searching for "OpenClaw First Allied"? You're in the right place. Your First Allied account — held on the Osaic platform — contains brokerage positions, advisory balances, IRA accounts, and annuity contracts that your advisor manages. Getting "AI for First Allied" has typically meant exporting statements, reformatting data, and feeding stale snapshots into a self-hosted AI agent.

Truthifi changes that. With an OpenClaw First Allied connection through Truthifi, your self-hosted OpenClaw agent can pull live First Allied portfolio data, balances, and transaction history on demand. Truthifi normalizes historical data on connection — correcting cost basis errors, filling aggregation gaps, and resolving ticker mismatches — so OpenClaw works with clean, accurate data from the first query. The connection is fully read-only: OpenClaw can analyze your data but cannot place trades, transfer funds, or alter any account settings.

This guide covers both OpenClaw registration paths (mcporter skill and direct config file), explains what Truthifi allows and blocks with your First Allied data, and shows you how to put live brokerage data to work inside your own AI infrastructure.

2. What You Need

• Active First Allied account (brokerage, advisory, IRA, annuity, or alternative investment on the Osaic platform)

• Working OpenClaw installation (open-source and self-hosted; see docs.openclaw.ai for setup)

• Either the mcporter skill or comfort editing the OpenClaw config file directly

• Free Truthifi account at truthifi.com

• About 5 minutes for setup

• Looking for a hosted option? See /connect/claude-first-allied

3. How to Connect OpenClaw to Your First Allied Account

OpenClaw supports two registration paths for MCP servers. Choose the one that fits your setup.

1. Install the mcporter skill (or prepare the OpenClaw config file) — Path A (recommended): Run npm install -g mcporter to install the mcporter skill globally. Path B (direct config): Locate ~/.openclaw/openclaw.json — you'll edit it manually. Either path requires a working OpenClaw installation; see docs.openclaw.ai.

2. Register Truthifi as an MCP server — Path A: Run mcporter search truthifi to confirm Truthifi is in the registry, then mcporter install --target openclaw truthifi. Path B: Edit ~/.openclaw/openclaw.json and add Truthifi to the mcpServers block: an entry for "truthifi" under mcpServers with type http and url https://api.truthifi.com/mcp, then save and restart the OpenClaw gateway.

3. Authorize your accounts — The first OpenClaw call to Truthifi triggers the OAuth flow in your browser. Sign in to your Truthifi account, select which First Allied accounts to share with OpenClaw, confirm the read-only scope, and click Authorize.

4. Confirm reverse-proxy config (if applicable) — If your OpenClaw instance runs behind a reverse proxy (Caddy, nginx, Cloudflare Tunnel, etc.), set the MCP_ISSUER_URL environment variable to your public HTTPS URL. Without this, the OAuth metadata advertises localhost and authentication fails silently.

5. Verify the connection — Ask OpenClaw via your channel of choice (web, Discord, Telegram): "Use Truthifi to show my current asset allocation." If OpenClaw responds with your actual First Allied holdings, the connection is live across all configured channels.

Truthifi is now registered as a persistent MCP server in your OpenClaw instance. Unlike hosted AI tools, OpenClaw does not require a per-conversation toggle — once registered, the connector is always available across web, Discord, Telegram, or any other channel you've configured.

Connect OpenClaw to First Allied →

4. Example Prompts for OpenClaw

• Portfolio Snapshot — "Use Truthifi to summarize my First Allied portfolio — total value, asset class breakdown, and top holdings. Output as a structured table."

• Fee Audit — "Pull my First Allied account data and calculate total advisory fees, fund expense ratios, and platform fees. Show the annual dollar cost for each layer."

• Retirement Projection — "Using my First Allied IRA and brokerage balances from Truthifi, run a retirement readiness model under conservative, moderate, and optimistic return assumptions."

• Scheduled Weekly Report — "Every Sunday at 8 PM, pull my First Allied portfolio from Truthifi and send me a summary of total value, weekly change, and any positions that moved more than 5%."

• Rebalancing Alert — "Monitor my First Allied allocation via Truthifi and alert me in Discord when any asset class drifts more than 5 percentage points from my 60/40 target."

• Tax-Loss Scan — "Scan my First Allied taxable accounts for positions with unrealized losses exceeding $500. For each, estimate tax savings at 24% and suggest a replacement holding."

• Advisor Briefing Doc — "Generate a Markdown briefing document from my First Allied Truthifi data: current allocation, quarterly performance, top fee contributors, and open questions for my next advisor meeting."

• Multi-Account Net Worth — "Pull all connected accounts from Truthifi — including First Allied and any other institutions — and calculate my total net worth with a breakdown by account type."

5. Why Truthifi?

5.1. Security

Your First Allied username and password never touch Truthifi's servers. Authentication occurs directly on your provider's domain, creating a read-only, protocol-enforced connection secured with AES-256 encryption. OpenClaw receives only scoped data tokens, never your actual credentials. You maintain complete control and can revoke access anytime through First Allied's connected apps settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from First Allied or any financial institution. You decide which specific accounts OpenClaw can access. Data is never sold to third parties, and connecting OpenClaw does not expose your data to hosted AI services — your model interaction stays entirely within your own infrastructure.

5.3. Audit Trail

Every MCP data request is logged with complete session details. When OpenClaw accesses your First Allied account data, the timestamp and specific information retrieved is recorded automatically. You maintain full visibility into which financial details were accessed during each interaction — including automated agent tasks.

5.4. Data Quality

First Allied account data flows through aggregation partners including Yodlee. Truthifi rebuilds historical data from multiple aggregation sources to correct inconsistencies, fill gaps, and resolve ticker mismatches. This normalization ensures up to 10 years of clean, accurate transaction history — so OpenClaw's analysis and scheduled automations are grounded in accurate portfolio data rather than raw, inconsistent broker exports.

6. About OpenClaw

OpenClaw is an open-source, self-hosted AI agent runtime. Unlike hosted assistants (ChatGPT, Claude, Perplexity, Grok), OpenClaw runs on your own infrastructure — server, container, or laptop. Once Truthifi is registered as an MCP server, OpenClaw can pull live First Allied data while the model interaction itself remains fully under your control. This makes OpenClaw the right choice for teams and individuals who won't send financial data to external hosted services, or who want to build automations — scheduled reports, Discord alerts, Telegram notifications — on top of live brokerage data.

7. About First Allied

First Allied Securities is an independent broker-dealer founded in 1990 in San Diego, California. It is now part of Osaic, Inc. (formerly Advisor Group), one of the largest networks of independent financial advisors in the United States, reporting more than $700 billion in assets under administration across its affiliated broker-dealers.

• Headquarters: San Diego, CA

• Founded: 1990

• Parent Company: Osaic, Inc. (formerly Advisor Group)

• Platform: Osaic (consolidation of legacy independent broker-dealers)

Supported Account Types: Brokerage accounts, Advisory / managed accounts, IRAs and retirement accounts, Annuities and insurance, Alternative investments

• First Allied Securities is one of the legacy IBDs consolidated into the Osaic umbrella

• Founded in 1990 in San Diego; advisors access clients through the Osaic technology platform

• Part of Osaic, which reports more than $700 billion in assets under administration

First Allied / Osaic website → · About Osaic →

8. Frequently Asked Questions

Is it safe to connect my First Allied account through Truthifi?

Yes. Your credentials stay on First Allied's servers — you authenticate directly on their domain. OpenClaw receives only a read-only token scoped to the accounts you selected. It cannot move money, place trades, or change account settings. Every data request is logged.

Truthifi security overview →

What does Truthifi allow with my First Allied data — and what does it block?

The read-only MCP connector allows OpenClaw to view balances, holdings, transaction history, and performance data. It cannot place trades, initiate transfers, or modify account settings. This is enforced at the token level — the OAuth scope carries no write permissions.

What about my financial advisor?

OpenClaw and your First Allied advisor serve different roles. Your advisor provides licensed portfolio management and personalized guidance. OpenClaw handles data analysis and automation — scheduled reports, balance alerts, portfolio snapshots — that help you stay informed between advisory meetings.

What First Allied account types does Truthifi support?

Truthifi supports First Allied brokerage accounts, advisory / managed accounts, IRAs and retirement accounts, annuities and insurance, and alternative investments through the read-only MCP connector. Multiple account types can be connected simultaneously.

How does Truthifi compare to other options?

How do I disconnect OpenClaw from Truthifi?

Path A (mcporter): Run mcporter uninstall truthifi. Path B (direct config): Remove the Truthifi entry from ~/.openclaw/openclaw.json and restart the OpenClaw gateway. You can also revoke the OAuth grant through your Truthifi dashboard or Osaic's platform settings.

Do I need a paid OpenClaw plan?

OpenClaw is open-source and free to self-host. You do need a Truthifi account (free tier supports personal use). Compute costs depend on your infrastructure.

Where is my data stored?

Truthifi does not persistently store your raw First Allied transaction data between sessions. Data flows to your OpenClaw instance for analysis at query time. Because OpenClaw is self-hosted, you control where any processed output is stored.

Does this replace my financial advisor?

No. Truthifi and OpenClaw provide data analysis and automation, not licensed financial advice. Your First Allied advisor provides personalized guidance and manages your portfolio with regulatory accountability.

What is Truthifi?

Truthifi is an independent financial data platform connecting AI assistants to over 18,000 US financial institutions through secure, read-only MCP connectors. It does not sell financial products, earn commissions, or sell your data. Truthifi operates on a subscription model.

Who can see my data?

When using OpenClaw with Truthifi, your First Allied data flows to your self-hosted OpenClaw instance — it does not pass through external AI provider servers. Truthifi does not sell your financial information to third parties.

Can OpenClaw automate scheduled portfolio reports?

Yes. This is one of OpenClaw's strongest use cases with Truthifi. You can configure scheduled tasks that pull your First Allied data at a set time (weekly, monthly, after market close) and send a formatted report to Discord, Telegram, email, or any channel your OpenClaw instance supports.

What types of accounts can I connect beyond First Allied?

Truthifi supports over 18,000 US financial institutions. You can connect OpenClaw to brokerage accounts, IRAs, 401(k) plans, savings accounts, checking accounts, HSAs, insurance accounts, and more. OpenClaw can aggregate data across all connected institutions for a unified financial view.

⚠️ Important note about AI accuracy OpenClaw agents can make mistakes. Always verify important financial information independently — especially numbers, tax figures, and account balances. Consider reviewing AI-generated analysis with your financial advisor.

9. MCP Integration Paths

Connect any of the five major AI platforms to your First Allied account through Truthifi's read-only MCP connector:

• 🤖 ChatGPT + First Allied — Connect via ChatGPT's Apps & Connectors (Developer Mode required). Per-conversation toggle.

• 🧠 Claude + First Allied — Connect via Claude's Customize → Connectors panel. Native MCP support.

• 🔍 Perplexity + First Allied — Connect via Account Settings → Connectors. Remote connector, OAuth 2.0.

• ⚡ Grok + First Allied — Connect via grok.com/manage-connectors. Per-conversation toggle on paid plan.

• 🛠 OpenClaw + First Allied — Self-hosted agent. Register via mcporter or direct config edit. Always-on once registered.

Related connect guides for similar broker-dealers:

• OpenClaw + Benjamin F. Edwards

• OpenClaw + Western International Securities

• OpenClaw + Royal Alliance Associates

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with First Allied or Osaic. This guide reflects current product functionality as of June 2026.

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Title: OpenClaw First Allied — Connect Through Truthifi | Self-Hosted AI Portfolio Analysis Meta Description: Connect OpenClaw to your First Allied account through Truthifi. Live brokerage and advisory data, read-only MCP connector, self-hosted AI. Part of the Osaic network. H1: How to Connect OpenClaw to Your First Allied Account Using Truthifi Canonical URL: https://truthifi.com/connect/openclaw-first-allied