Connector Factory
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Finance & Governance · Pro

Portfolio Lens

Prototype portfolio assessment frameworks for diversification, concentration, scenarios and reporting. Exact mathematics requires your own client calculation tool; no broker access or trading.

Works withClaude (all plans)ChatGPT Pro, Business, Enterprise

Version 1.0.0 · Prototype · ChatGPT and Claude synthetic workflows verified · public listing pending

Use it for

  • Assess a supplied synthetic holdings file.
  • Interpret diversification and scenario evidence with explicit missing inputs.

What you get

  • A qualified portfolio assessment using supplied figures.
  • Calculation requirements and limitations, with no invented market data or trade instructions.
  • Exact weights, FX conversions and scenario totals need a client calculator and supplied data; otherwise mark numerical results unverified. No live prices or broker access.

A place to start

Example requests

Use Portfolio Lens with this fictional CSV. Use a calculation tool for weights and concentration, or report that exact calculations are unavailable.

Connect and use

  1. Check your access: use your existing licence in My account.
  2. Add Connector Factory to your verified client once, using the steps below. It covers every Pro tool.
  3. Sign in with the same platform account and sign-in method you use on this website. Your ChatGPT or Claude email does not have to match.

One address for every Pro tool

Add this once to Claude or ChatGPT and every Pro tool you have access to is ready, including new ones as they launch. Name it Connector Factory.

https://plugins.ascaidevlabs.com/mcp

Claude

Which Claude plans? Every plan, including Free. Claude Free allows one custom connector, and that's all you need: Connector Factory covers every Pro tool. On Team or Enterprise, an Owner adds the connector first and you then connect to it.

  1. Open Claude → Customize → Connectors and choose Add custom connector.
  2. Name it Connector Factory and paste this address as the server URL: https://plugins.ascaidevlabs.com/mcp .
  3. For authentication choose Sign in now, even if Claude says No sign-in. If your dialog shows everything on one screen, open Advanced settings for the next step.
  4. Choose Use your own OAuth client and copy this client ID: pqrMGDVmhiybU8hVxE5hWAJVVKLWn6iw It is a public identifier, not a password. Leave the optional client secret blank. Do not add request headers or paste tokens/API keys.
  5. Choose Add, then Connect, and sign in with the same platform account and sign-in method you use on this website.
  6. In a new chat, choose + → Connectors, turn Connector Factory on and paste an example request. Allow its read-only calls when Claude asks.

One connector covers every Pro tool you have access to. If Claude offers an old or test account at sign-in, decline it and use My account → Use a different account here first. Never create a second paid subscription to fix a sign-in mismatch.

ChatGPT

Which ChatGPT plans? OpenAI lets you add custom tools on ChatGPT Pro, Business, Enterprise and Edu, using ChatGPT on the web. ChatGPT Plus and Free cannot add them yet, and the mobile apps cannot set them up. On Business, Enterprise or Edu, a workspace admin may need to add the tool for you. If your plan can't, use Claude instead: it works on every plan.

  1. Open ChatGPT on the web and go to Plugins.
  2. Choose +, then Add custom MCP server. On older layouts this is Settings → Apps → Create.
  3. Name it Connector Factory and paste this address as the server URL: https://plugins.ascaidevlabs.com/mcp
  4. Choose OAuth sign-in, tick the risk acknowledgement and create it.
  5. When asked, sign in with the same platform account and sign-in method you use on this website.
  6. Start a new chat, type @, pick Connector Factory and paste an example request.

One connector covers every Pro tool you have access to. If it stops working after a while, reconnect it rather than adding a second copy.

Technical details
Address for every Pro tool
https://plugins.ascaidevlabs.com/mcp
This tool only (optional)
https://plugins.ascaidevlabs.com/mcp/portfolio
Permission requested
portfolio:read (read-only)

These tools are not listed in the ChatGPT or Claude app directories yet, so you add them yourself with the steps above.

Setup help and troubleshooting →

Ascai supplies methodology and report schemas; your assistant performs the work. This connection does not add file access, repository access, calculations or a solver. Qualification covers the recorded synthetic workflows; use only the native tools actually available in your client.