AI assistant access · Pro, Circle and Advisor
Heed, inside the assistant you already use.
Connect your Heed account to ChatGPT, Claude or Cursor. Your assistant reads your position, your residency days and the rules Heed monitors, with their official sources, and acts strictly as you.
heed · get_residency_status
Portugal: 155 of 183 days this tax year, 28 to go.
At your current pace you reach the line in mid November.
01How it connects
Three steps, once.
Heed speaks the Model Context Protocol, the open standard assistants use to reach outside tools. You connect once and the tools stay in your assistant until you disconnect.
- 01
Add Heed as a server
In your assistant's connectors or MCP settings, add this address.
https://mcp.heed.finance - 02
Sign in with Heed
The assistant opens Heed's sign-in page. Sign in with your normal account and approve the consent screen once.
Acts strictly as you
- 03
Ask in your own words
Heed's tools appear in the assistant's tool list. Try:
"Using Heed, what is my residency status?"
02What your assistant can do
Your own numbers, with their sources.
Each tool answers from your account and from the rows Heed monitors, with the official source and the date it was checked where a rule or rate is involved.
Your position
Your profile as Heed holds it, and a Position Optimiser run with its score and ranked findings.
- get_my_position
- run_position_analysis
Residency
Days, thresholds and the projected date you would cross a line, and days logged or removed with your say so.
- get_residency_status
- get_residency_risk
- list_residency_days
- log_residency_days
- remove_residency_days
Rules and rates
Headline rates and residency rules with the official source and the date checked, side by side for up to five countries.
- get_jurisdiction_rates
- compare_jurisdictions
- list_change_feed_items
Planning
Your current country against a target, across the income and asset types on your profile.
- run_scenario
Advisor accounts
For a firm's book
Which clients a change affects and why, one client's summary, and proposed actions that wait for your approval in the dashboard. Nothing is sent by the assistant.
- find_affected_clients
- get_client_summary
- list_proposed_actions
- propose_action
03Built to act as you
And only as you.
It signs in as you
The assistant opens Heed's own sign-in page and you approve it once. From then on it sees only what your account can see, under the same permissions you have in the app.
It asks before it writes
Logging or removing days and spending a Position Optimiser run need your confirmation first. For firms, nothing is sent: a proposed action waits in your approval queue in the dashboard.
Every call is on record
Each call your assistant makes appears under Recent assistant activity in your Settings, marked ok or not, and days it logs carry their own tag in the tracker.
04Questions
What people ask.
Straight answers. Heed is intelligence, not advice.
Any assistant that can add an MCP server with a sign-in, such as ChatGPT, Claude and Cursor. You add Heed's address as a server, sign in with your Heed account, and its tools appear in the assistant's tool list.
Pro, Circle and Advisor. The four tools that work on a firm's clients and its approval queue are for Advisor accounts. Another account can complete the sign-in, but every tool then answers that the integration needs Pro or above.
No. It acts strictly as you, so it reads only what your own Heed account can read. An advisor's assistant sees the firm's clients only as that advisor does in the app.
Only with your confirmation: it can log or remove residency days and run a Position Optimiser analysis when you agree. For firms it can propose actions, which wait for approval in the dashboard. Nothing is sent or posted by the assistant itself.
Ask Heed is the assistant inside Heed, writing sourced briefs in the dashboard. AI assistant access brings the same data and sources into the assistant you already use, so it can answer from your own position.
No. Heed is information, not advice, and that holds inside your assistant too: it gives you the current rule, its source and your numbers, and what to ask a qualified adviser.