You can securely connect AI tools like Claude or ChatGPT to your Rupeezy client data in just a few minutes using Privacy Mode. This allows you to analyze and interact with client data while maintaining strict privacy controls.
Before You Begin – Prerequisites
Make sure you have the following ready:
Rupeezy Demat account credentials (for MFD partners)
Google Chrome or any modern web browser
An AI account with either:
Claude.ai - Paid Version
OpenAI ChatGPT - Paid Version
MCP Server URL
You will need the following MCP server URL during setup:
https://mcp.rupeezy.in/mcp-partner
Connect Using Claude.ai (Pro or Team plan)
Follow these steps to connect Rupeezy data to Claude:
Go to claude.ai and log in to your account.
Click your profile icon in the bottom-left corner.
Select Settings.
Open the "Connectors section.
Under MCP Servers, click "Add custom connector".
Paste the MCP server URL https://mcp.rupeezy.in/mcp-partner and give it the name "rupeezy-partner".
Click Add.
When prompted, authorize the connection.
Your Rupeezy MCP server will now be connected to Claude.
Connect Using ChatGPT (Plus plan - Web only)
Follow these steps to connect Rupeezy data to ChatGPT:
Go to chatgpt.com and sign in.
Click Apps in the left sidebar.
Click the Settings icon in the top-right corner.
Open Advanced Settings.
Enable Developer Mode.
Return to the Apps section.
Click Create App.
Enter the following details:
App Name: rupeezy-partner
MCP Server URL: https://mcp.rupeezy.in/mcp-partner
Set Authentication to No Auth.
Click Create.
Your AI assistant is now connected to Rupeezy in Privacy Mode.
Capabilities
Client Management
- View All Clients — Get a complete list of all your clients
- Client Summary — See a complete snapshot of a client including portfolio, and key stats
- Client Account Stats — Check how many clients are active, inactive, and MF-trade enabled
- Client Overview — View aggregate totals across your entire client base
- Leads Pipeline — View all unconverted prospects in your pipeline
Portfolio & Transactions
- Client Portfolio — View live mutual fund holdings for any client
- SIPs — Monitor active SIP orders for clients
- Internal MF holdings— View Rupeezy mutual funds by client
- External MF holdings— View external mutual fund for a complete investment picture
- Investment Analytics — Track AUM growth and monthly inflow trends
Reports
- Partner Dashboard — Access a complete dashboard with clients, earnings, leads, and analytics
- Generate Transaction Report — Create downloadable transaction reports for any client
- Transaction Reports — View all previously generated reports
You're All Set
Once connected, you can securely interact with client portfolio data, insights, and analytics using AI while keeping client information protected through Privacy Mode.