Ask Claude about your money
Answers come straight from your Finamus, in real time
Connect Finamus to Claude, Cursor, or any MCP assistant through an open standard. No copy-paste, no exports, no middlemen.
"How much did I spend on cafés in April?"
You spent $12,480 across 17 transactions. 38% more than March. Top three:
- · Blue Bottle — $3,120
- · Pret a Manger — $2,050
- · Starbucks — $1,870
→ tools/call { "name": "list_transactions", "arguments": { "category": "cafes", "from": "2026-04-01", "to": "2026-04-30" } } ← result { "transactions": [ ... ], "summary": { "total": 12480, "count": 17, "currency": "USD" } }
How it works
Turn on MCP in Settings
One toggle in Premium. Nothing happens automatically — you decide when and to whom you open access.
Connect an assistant
Claude, Cursor, or another MCP client. A transparent consent screen lists every permission — just like an OAuth app.
Ask in any language
The assistant only sees the data you allowed, and requests it from Finamus directly — with no intermediary between the assistant and your accounts.
What you can ask
How much did I spend on cafés in April?
list_transactions · read:transactionsShow the balance across all my accounts
list_accounts · read:accountsWhat's my financial picture right now?
get_wealth_snapshot · read:wealthWhich goals am I closest to?
list_accounts (is_goal) · read:accountsHow many recurring subscriptions do I have?
list_transactions (recurring) · read:transactionsCompare my spending this month vs last month
list_transactions × 2 · read:transactionsHow to connect
- Open Settings → Connectors → Add custom connector
- Paste the URL and confirm in the consent screen that opens
What the assistant can access
Tools
- read:profile
- · get_profile
- read:accounts
- · list_accounts
- · get_account_balance_history
- read:transactions
- · list_transactions
- · get_transactions_summary
- · get_top_transactions
- read:wealth
- · get_wealth_snapshot
- read:categories
- · list_categories
- · list_subcategories
- · list_tags
- read:insights
- · list_insights
- read:budgets
- · list_budgets
- · get_budget_vs_actual
- read:goals
- · list_goals
- · get_goal_progress
- read:debts
- · list_debts
- · get_debt_schedule
Resources
- · finamus://profile
- · finamus://accounts
- · finamus://wealth-snapshot
- · finamus://categories
- · finamus://currencies
Ready-made prompts
- · analyze_monthly_spending
- · weekly_financial_summary
- · goal_progress_review
- · debt_payoff_plan
- · budget_health_check
All calls are read-only. Write operations are planned and will roll out gradually.
Security and privacy
Secure OAuth flow
No copy-pasting tokens. You connect through a standard protocol — like signing in to a site with Google. Revoke access in one click.
You decide what is shared
The consent screen lists every kind of data the assistant is asking for. Give it just transactions — that is all it sees.
Assistant only reads
For now, access is read-only. The assistant can not change or delete anything in your finances.
Your amounts stay out of logs
We log only the fact of each call — what was requested, when. Transactions, amounts, and categories never go into logs. Kept for 90 days.
Sensible limits
Premium only. Up to 5 connections and 5000 requests per day per user — comfortable for everyday use, small enough to discourage abuse.
Frequently asked questions
MCP (Model Context Protocol) is an open standard that lets AI assistants pull data from external services. We use it so you don't have to copy statements or hand the assistant access to your email.
Claude.ai (web), Claude Desktop, and Cursor — through official MCP support. ChatGPT will be added as soon as OpenAI opens remote MCP in Connectors.
Only what you authorise in the consent screen: accounts, transactions, categories, goals, insights. Every scope is confirmed explicitly.
No. Every scope is read-only today. Write access is planned, but it will ship as a separate feature and require its own explicit consent.
Data goes straight into your MCP client — Claude or Cursor — within a single conversation. We don't send anything to third parties and don't use the contents of your conversation. Retention follows the assistant you chose.
Open Settings → MCP and click "Disconnect" next to the connection. Access stops immediately; a new OAuth session is required to reconnect.
MCP gives access to your whole picture in a single call — that's a heavy channel. Premium gives us the resources for sensible limits and real support. Trials don't get it, so trial accounts can't be used as scraping proxies.
Any client that implements remote MCP will connect through the same URL. ChatGPT — once OpenAI opens Connectors for MCP; Continue, Cline, Zed, Windsurf — already today, if they speak MCP.
Ask Claude about your money
Enable access in Finamus settings and the assistant will answer questions from your data.