Short answer: no. As of this review (2026), we could not confirm whether RightCapital publishes an official MCP server; we found no community MCP server for it either. There's also no public developer API program, so there's no public endpoint for an AI assistant to connect to directly today. What an AI assistant CAN see, through Truthifi, is the real bank, brokerage and crypto accounts a RightCapital plan is built around, read-only, through the aggregators Truthifi already connects.

RightCapital is the planning software your advisor works in, and you usually see its output rather than the software itself. If you don't have a login to RightCapital, that's normal: the plan it produces is usually a RightCapital-built report, link or PDF your advisor shares with you, not a client-facing portal you'd connect an AI assistant to. The more useful question for most readers is how to get the accounts those plans actually describe in front of an AI assistant.

What RightCapital does

RightCapital is cloud-based financial-planning software built for financial advisors. Advisors use it to build retirement and goals-based financial plans, model scenarios, and present those plans to clients. It's a planning tool for the advisor's workflow, not a bank, brokerage or account-aggregation platform in its own right. In practice, that means the numbers in your RightCapital plan typically reflect what your advisor entered or imported at your last review, and they don't move between reviews unless your advisor updates them.

Does RightCapital have an MCP server or API?

No official or community RightCapital MCP server has been found. For this review (2026), we looked for an MCP server published under RightCapital's own name and for a self-serve developer portal; we could not confirm either exists. Absence is hard to prove, so treat this as our current read: if a server exists privately or launches later, it isn't public yet, and this page will be updated if that changes.

That matters because of how MCP works. An MCP server is the piece that exposes a product's data as tools an assistant can call. With no public server and no public API underneath it, there's no published endpoint for Claude, ChatGPT or any other assistant to call.

On the developer side, there's no public developer API program for RightCapital either, so there's no self-serve route for an individual to request keys. How RightCapital exchanges data with partner tools isn't publicly documented, so we don't describe a mechanism or name a partner list here. Whether that integration layer could ever be opened up is unknown; nothing public indicates it is.

A word of caution if you ever come across a third-party or "community" RightCapital connector claiming MCP support: treat it carefully. An unofficial server built outside RightCapital's own control typically asks for your login credentials or an API key so it can act on your behalf, and you have no way to verify how that key or credential is stored, logged or reused. Handing credentials to an unofficial connector carries trust and security risk that an official, vendor-published server is designed to reduce. If you don't see RightCapital named as an official MCP publisher by RightCapital itself, assume any server claiming to speak for it is unofficial. Our provider MCP guides apply the same check to other planning and wealth tools.

How to connect RightCapital to an AI assistant today

Since there's no RightCapital MCP server or open API to connect to, the practical path for most people is to put the real accounts behind the plan, not the plan software itself, in front of an AI assistant. Here's how that works through Truthifi:

1. Start a free Truthifi account. Go to Truthifi and sign up; there's no cost to begin.

2. Connect your accounts. Link the bank, brokerage and crypto accounts your RightCapital plan is built around. Truthifi connects through Plaid, Yodlee and By All Accounts, covering 18,000+ financial institutions, according to Truthifi's own platform data. That's a figure Truthifi measures itself, so confirm your specific institutions appear before you rely on it. Your login credentials go to the aggregator, not to Truthifi, so Truthifi doesn't receive or store your bank username or password.

3. Let Truthifi run its checks. Once connected, Truthifi runs 130+ automated diagnostics on your connected accounts, according to Truthifi platform data. On paid plans, those checks look at fees, performance against benchmarks, and concentration and exposure. Data refreshes automatically each day at no extra cost; if you want fresher numbers immediately, an on-demand refresh costs 3 credits, though most readers can rely on the included daily refresh.

4. Connect a Truthifi agent in Truthifi Connect. Pick the AI assistant you use and authorize it from Connections. Button labels can change as the interface evolves, so approve the connection only from inside Truthifi's own Connections screen. You can remove access later through Connections → Agents → ⋯ → Revoke.

5. Ask your assistant about your accounts. Once authorized, your AI assistant can read your connected account data, read-only, to answer real questions about your holdings and balances.

Nothing in these steps writes back to RightCapital: Truthifi's connections are read-only and never touch the plan file itself. One practical difference: a plan is typically a snapshot as of your last review, while your connected accounts refresh daily. That gap is useful in its own right. Ask your assistant how your current allocation compares with what your last review assumed, and drift becomes something you raise before the next meeting rather than discover during it.

What You Can Ask

Once your accounts are connected and a Truthifi agent is authorized, you can ask your AI assistant things like:

• "What's my current asset allocation across my connected accounts?"

• "Am I paying high fees anywhere compared to my other holdings?"

• "How concentrated am I in any single stock or sector right now?"

• "Summarize what's changed in my accounts since last month."

With & Without Truthifi

Without Truthifi: Your AI assistant has no direct way to see your RightCapital plan or the accounts behind it. There's no official RightCapital MCP server and no public API, so the assistant is working blind, relying on whatever you manually paste in or describe.

With Truthifi: Your AI assistant can read your actual connected accounts, read-only, updated automatically every day. It won't see RightCapital's plan document itself, but it can see the live numbers the plan was built from and reason about them directly. For most people asking "what should I actually do with my money," that often matters more than the plan narrative alone.

How Truthifi Can Help

Truthifi isn't a replacement for RightCapital or for your advisor's planning process. It's the complement: RightCapital (and your advisor) builds and maintains the plan; Truthifi gives your AI assistant a read-only window into the real accounts that plan is about, so you can ask questions about your actual financial picture whenever you want, not just at your next planning review. Paid Truthifi plans add fee breakdowns, benchmarks and concentration/exposure analysis on top of the raw account view.

According to Truthifi platform data, the service monitors $6B+ in assets and reports 99.7% accuracy. Both are company-reported figures, and this page doesn't document how accuracy is measured, so read 99.7% as Truthifi's own measured figure. The simplest test is your own: start free on Truthifi and check the balances it shows against your latest statements.

If your advisor uses other planning or wealth tools too, our provider MCP guides cover what each one exposes to AI assistants today.

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

FAQ

Does RightCapital have an official MCP server? No. No official RightCapital MCP server has been confirmed as of this review (2026).

Is there a community or third-party RightCapital MCP server? None has been found. If you encounter one claiming to support RightCapital, treat it as unofficial and be cautious about handing over credentials or API keys, since there's no way to verify how an unofficial connector handles them.

Can I get API access to RightCapital directly? There's no public developer API program for RightCapital, so there's no self-serve route to request keys. How RightCapital exchanges data with partner tools isn't publicly documented, so we don't describe it here.

Can Truthifi connect to my RightCapital account directly? No. RightCapital is advisor-run planning software, not a bank, brokerage or crypto account Truthifi aggregates. Truthifi connects to the real financial accounts (bank, brokerage, crypto) that a RightCapital plan is built around, through Plaid, Yodlee and By All Accounts.

Is my data safe if I connect my accounts through Truthifi instead? Truthifi's account connections are read-only for bank and brokerage accounts, and your login credentials go to the aggregator (Plaid, Yodlee or By All Accounts), not to Truthifi. You can also remove an assistant's access through Connections → Agents → ⋯ → Revoke.

Read Next

• Is Plaid safe? A closer look at how account aggregation works

• Is Yodlee safe? What read-only connections actually mean

• The lifetime fee calculator: see what portfolio fees cost over time

• All provider MCP guides

Start Free on Truthifi

See exactly what's in your accounts: connect free and run 130+ checks.

A RightCapital plan is only as current as the last time someone updated it. Checking your live accounts for drift first means your next review starts from where your money is today, not where it stood at the last meeting.

Start free on Truthifi. Bank and brokerage connections are read-only, your credentials stay with the aggregator, and you can cut off an assistant whenever you like through Connections → Agents → ⋯ → Revoke.