Yes — Public offers an official MCP server, so you can connect your Public brokerage account to an AI assistant directly. Public publishes publicdotcom-mcp-server, which exposes your Public account to an AI assistant as a set of tools it can call: quotes, positions, orders, and portfolio data. This guide covers how to set it up and what it can and can't do. It also covers how Truthifi brings the rest of your accounts into the same view, so your assistant can reason about your whole portfolio, not just the slice held at Public.

What Public does

Public is a brokerage platform where investors trade stocks, ETFs, options, and other assets and track a portfolio of real holdings. Like any brokerage, Public sits on a constantly changing ledger of positions, balances, and transactions that only the account holder, or something they've authorized, can see. That ledger is exactly what an AI assistant needs if it's going to answer questions about your actual money rather than give generic advice.

Does Public have an official MCP server?

Yes. Public publishes an official MCP server, publicdotcom-mcp-server, and documents the setup on its own developer site, including a walkthrough for Claude Desktop. MCP, short for Model Context Protocol, is the standard that gives an AI assistant a way to plug into an outside service and use it as a toolset. Public's server lets an assistant read quotes, view your positions and portfolio, and work with orders in your Public account using natural language.

One important caveat: because the official server can act on your account — including placing real trades — treat it with care. Review exactly what you're authorizing, start with a test setup if one is available, and don't grant trade permissions to an assistant you wouldn't trust to act on its own. This is the opposite of a read-only connection, so the stakes are higher than with a read-only connection.

How to connect Public's MCP server to your AI assistant

Public's MCP server runs locally and authenticates with your Public API credentials. At a high level, you install the server, give it a Public secret key and account ID, and register it with your AI assistant as a connector. Public's own Claude Desktop guide walks through the exact configuration, including the uvx publicdotcom-mcp-server command and where the credentials go.

Setting up Public's MCP server

1. Generate your Public API credentials. In your Public account settings, create the secret key and note the account ID the server needs.

2. Install the official server. Follow Public's developer guide to install publicdotcom-mcp-server on the machine your assistant runs on.

3. Add your credentials to the config. Put your Public secret key and account ID in the server's configuration, as Public's guide specifies.

4. Register the server with your AI assistant. Add it as a connector in your assistant's settings — Public documents this for Claude Desktop.

5. Review the permissions you're granting. Decide whether the assistant should be able to place trades or only read data, and configure accordingly.

6. Ask your assistant about your Public account. Once connected, it can read your real positions and portfolio directly from Public.

What you can ask

Once Public's MCP server is connected, you can ask your assistant things like:

• "What are my current positions in my Public account?"

• "What's the current quote for a stock I'm watching?"

• "What's my total portfolio value in Public right now?"

• "Summarize the orders I have open in Public."

• "How has my Public portfolio changed since last week?"

Those answers come from your real, current Public data rather than a screenshot or something you typed in.

With and without Truthifi

Public's own MCP server connects your Public account — but it only sees Public. Your bank, your other brokerages, your retirement accounts, and anything else you hold live in their own silos, and most of them don't publish an MCP server at all.

Without Truthifi: your assistant can see Public through Public's server, but everything else is invisible unless you paste it in by hand, every time it changes. It can't compare your Public holdings against funds you hold elsewhere, because it can't see "elsewhere."

With Truthifi: your assistant reads your connected bank, brokerage, and retirement accounts through a single read-only connection, so it can reason across all of them at once — and set your Public positions in the context of everything else you own. Public's MCP server handles Public; Truthifi handles the rest of the picture.

How Truthifi can help

Public's official MCP server is the right way to connect Public itself, and it's good that Public shipped one. But a single brokerage's server can only ever see that one brokerage. Truthifi is the complement: it connects your other accounts on a read-only basis and makes them readable by your AI assistant alongside Public, so your assistant can reason about your whole financial picture instead of one account at a time. You're not replacing Public or its MCP server — you're giving your assistant the context around it.

FAQ

Does Public have an official MCP server? Yes. Public publishes publicdotcom-mcp-server and documents the setup on its developer site, including a Claude Desktop walkthrough.

Can my AI assistant place trades in my Public account? It can if you grant that permission. Public's server can act on the account, including placing trades, so review exactly what you authorize and use a read-only or test setup where possible.

Is connecting Public's MCP server the same as connecting through Truthifi? No. Public's MCP server connects Public directly and can act on the account. Truthifi is a separate, read-only connection that brings your other accounts into your assistant's view.

Does Truthifi connect to Public? Truthifi's role on this page is to connect the rest of your accounts alongside Public. Public's own MCP server is the direct path to your Public data.

Is Truthifi's access to my connected accounts read-only? Yes. For the accounts Truthifi connects, access is read-only — it can see balances and transactions but cannot place trades or move money.

Does Truthifi see my login credentials for the accounts I connect? No. Credentials are entered with the aggregator partner Truthifi uses, not with Truthifi, and Truthifi never receives, sees, or stores them.

Read next

• Is Plaid safe? How Truthifi's aggregator partners handle your credentials.

• Is Yodlee safe? What to know about this aggregation path.

• Is it safe to connect my accounts to an AI assistant?

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Truthifi is not an investment adviser and doesn't give investment, tax or legal advice.