Connect your agent

MCP server URL

Claude

1. Open the connector settings in Claude.
2. Add a custom connector with the MCP server URL.
3. Start the connection to Sightline.

ChatGPT

1. Open the connector settings in ChatGPT.
2. Add a custom MCP connector with the MCP server URL.
3. Start the connection to Sightline.

Other MCP clients

Add the URL as a remote MCP server in your client. Start its browser authorization process.

Approve access on the control page

Your client opens the Sightline control page in your browser.

1. Sign in or create an account.
2. Create a household if necessary.
3. Select the household for this agent.
4. Select an access preset.
5. Review the request.
6. Approve access.

An agent cannot get more access than the household member who approves it.

Full access

Read and write full details for all tax entities and account types within your member scope.

Read only

Read full details for all tax entities and account types within your member scope.

Cash and credit balances

Read cash, credit card, and line of credit balances across all tax entities within your member scope.

One tax entity

Read full details for all account types of one selected tax entity, with optional write access.

Custom

Select tax entities, account types, detail level, and read or write access within your member scope.

Start with your agent

Ask your agent to call get_started_with_sightline first.

The tool returns a skill and a summary of the records that your agent can access.

Only a human can connect a bank, approve an agent, or remove a bank connection, on the control page.

A household administrator controls bank connections. You can revoke your agent access on the control page at any time.