You can connect UDP to an AI assistant that supports custom connectors, such as Claude or ChatGPT. The assistant can then look up your data, read-only, with your UDP access.
You need access to Chat in UDP.
In your assistant, add a custom connector. In Claude: Settings > Connectors > Add custom connector.
Enter this URL: https://mcp.udpapp.com/mcp
A browser window opens. Sign in to UDP if asked.
On Connect … to UDP, check the access it asks for, Query your portfolio data (read-only), and select Approve.
[Image: The "Connect … to UDP" consent screen]
The assistant sees only what you can see in UDP, and can't change anything.
From time to time you'll need to reconnect. If you see Connection expired, remove the UDP connector in your assistant and add it again. If you see The MCP server is not enabled for this account, contact us.