Truthifi
Investment account insights
Truthifi lets agents read the user's linked investment accounts, holdings, fees, and performance. Access is read-only, and each user signs in to their own Truthifi account through the browser.
How to connect Truthifi to Yaji
Open Truthifi in Yaji
Press Open in Yaji on this page, or find Truthifi in the app's Apps tab. Get the app first if it is not on this computer.
Sign in
Press Connect and finish the sign-in in your browser. Yaji keeps the token on the computer that runs Yaji. You can disconnect at any time.
Give an agent a task
Ask an agent for work that needs Truthifi, such as one of the example prompts below. The agent uses the plugin's tools to do it.
Example prompts3
TruthifiWhat is my current asset allocation across all accounts?
Apps1
Truthifi
Read-only investment account data, over Truthifi's MCP server with browser sign-in.
Information6
- Developer
- Truthifi
- Category
- Data & Analytics
- Version
- 1.0.0
- Website
- truthifi.com
- Privacy policy
- truthifi.com/privacy
- Terms
- truthifi.com/terms