Connecting an AI assistant
Connect Claude, or any assistant that speaks MCP, to your BrickTrack account so you can ask about your portfolio in the chat you already use.
BrickTrack runs an MCP server, which is the standard way an AI assistant connects to an outside service. Point Claude at it and you can ask "how did my portfolio track this financial year" in the chat you already have open, instead of coming here to read a report.
The address is the same for everyone:
https://www.bricktrack.au/api/mcp
What scopes a connection to you is signing in with your own BrickTrack account during setup, so there's no key to copy and nothing to keep secret. The address is also on Settings → Integrations, under Assistants, if you'd rather copy it from there.
Setting it up
In Claude on the web or the desktop app, open Settings → Connectors, choose "Add custom connector" and paste the address in. Claude opens a BrickTrack sign-in tab; sign in as normal, approve the connection, and it's ready. For any given chat you turn it on from the tools menu under the message box.
Claude Code is one command:
claude mcp add --transport http bricktrack https://www.bricktrack.au/api/mcp
then /mcp, pick BrickTrack, and you get the same sign-in tab.
Cursor, ChatGPT and anything else that supports remote MCP servers over HTTP takes the address in its own settings, usually under "MCP servers" or "connectors". Sign-in works the same wherever you start.
What it can see
Your position for a financial year — property count, value, debt, equity, LVR, yield and the net tax position. Per-property performance. Your tax position with the ATO category breakdown. Transactions between two dates, as a CSV.
Every one of those is scoped to your own portfolio. There's no argument for naming somebody else's, so an assistant can't ask for one.
If you advise other people
The connection belongs to the BrickTrack account you signed in with during setup, so an assistant attached to it answers about your own properties. Your client book sits outside it. Ask about a client and you won't get their figures: the tools take no argument for somebody else's portfolio, so you'll see your own numbers, or an empty answer if you hold no property yourself.
That's a deliberate limit rather than something half-built. Client work stays in the professional portal, where the client list, the EOFY checklist and the accountant pack already live.
What it can change
Properties, and nothing else: it can add one, delete one, and bring a deleted one back.
Adding a property goes through the same checks the form does, including your plan's property limit. Deleting only works on a property with no transactions against it — anything with financial history has to be dealt with here first, and a property carrying a 30 June 2027 valuation with evidence attached can only be deleted in the app, because that date can't be revalued later. You get 30 days to bring a deleted property back with its loans, documents and valuations intact; after that it's gone.
Your assistant asks before it does any of these. That prompt comes from the assistant, not from us.
Everything else is read-only. Transactions, categories, cost bases, ownership shares and valuations can't be written from a chat, deliberately: those are the figures that surface months later on a return, and a mistake in one is expensive and quiet.
Seeing what it did
Every call an assistant makes is recorded against your account, along with which connected app made it. Changes also appear in Settings → Audit log the same way your own edits do, tagged with the assistant that made them.
If you want to cut off access, revoke the connection from your assistant's own settings. Nothing here depends on it, so the rest of BrickTrack carries on unchanged.