AI connector · MCP

Your money, in the AI you already use

Connect once, then run your finances from ChatGPT, Claude, or Claude Code — snap receipts, update holdings, plan payday. Every answer grounded in your live Selfinance data.

ChatGPT ✓Claude ✓Claude Code ✓Included on every plan ✓

Connect in three steps

1Copy the connector URL (or the Claude Code command) for your client below.
2Paste it under Settings → Connectors in ChatGPT or Claude — web, desktop, or Code.
3Sign in with Google and start asking.

Set up in

Settings → Connectors → Add custom connector, paste the URL, sign in with Google.

https://mcp.selfinance.pro/mcpOpen Claude connectors

Per-user Google sign-in · disconnect anytime from account settings · included on every plan

Use cases

Show it, ask it, done

Nine things people actually do with the connector — from a photo of a receipt to a full payday plan.

Snap a receipt

Photograph any receipt — every line lands in the right category.

receipt.jpgLog this receipt✓ 6 expenses added · $84.20 · Groceries

manage_expenseget_budget

Forward a card email

Screenshot the bank or card notification — it’s logged in seconds.

card-alert.pngAdd this transaction✓ $42.00 · Wants · Dining

manage_expense

Update crypto from a screenshot

Bought coins in your exchange app? Show it — your position updates after you confirm.

kraken-order.pngI bought thisPreview: +0.05 BTC @ $64,200 → Confirm?

asset_trademanage_crypto

Summarize a category

Any slice of your spending, answered from real rows — not vibes.

How much on groceries this quarter?$1,284 — 8% less than last quarter

get_budget

Record a stock buy

Tell it what you bought — it finds the ticker and updates your portfolio.

Bought 3 VUSA today✓ Added 3 VUSA @ $92.14

search_stocksmanage_stock

Top up the emergency fund

Move cash between pockets — with an explicit confirm before anything changes.

Move $500 to emergencyPreview: Main → Emergency · $500 → Confirm?

cash_move

Plan your payday

A concrete allocation checklist sized to your real coverage and debts.

Salary’s in — what now?Mortgage $1,200 · Emergency $400 · ETF $600 …

payday_strategyget_portfolio

Find subscriptions to cancel

Recurring charges from the last 3 months, annualized and ranked.

What am I wasting money on?3 candidates · $31/mo ≈ $372/yr

find_subscriptions_to_cancel

Monthly review

Net worth drivers, top categories, next steps — one ask.

Review my JuneNet worth +1.7% · dining spike · 3 actions

monthly_reviewget_budget

Built-in prompts

Ready-made asks, in your AI’s prompt menu

/payday_strategy/capture_expense/budget_insights/monthly_review/find_subscriptions_to_cancel

Reads

Profile & plan allowance
Budget, categories, expenses
Holdings & net worth

Writes — your approval

Expenses & categories
Income & goals
Stocks, crypto, other assets
Liabilities & cash pockets

Two-step confirm

Cash moves between pockets
Buy / sell / swap records

Never

Your bank or broker
Real money
Account settings & plan

Per-user Google sign-in · tokens stored hashed · disconnect anytime

FAQ

Frequently asked questions

Quick answers to the questions people ask most before getting started.

Can I use Selfinance with Claude or ChatGPT?

Yes, on every plan. Connect Selfinance to Claude or ChatGPT with one connector URL (via the open MCP standard) and manage money by chat — add expenses, review your budget, and check your net worth or holdings. Every plan includes a daily AI allowance, with 5× the allowance on Pro.

How do I connect Selfinance to Claude or ChatGPT?

In Claude (claude.ai or Desktop), open Settings → Connectors, choose “Add custom connector”, and paste https://mcp.selfinance.pro/mcp. In ChatGPT, open Settings → Connectors, enable Developer mode, choose “Create”, and paste the same URL. Sign in with Google when prompted. In Claude Code it’s one command: claude mcp add --transport http selfinance https://mcp.selfinance.pro/mcp.

What can a connected AI actually do with my account?

It can read your profile, budget, and portfolio — and, with your approval, manage expenses, income, goals, and holdings (stocks, crypto, other assets, liabilities, and cash pockets). Recording trades and cash moves uses a two-step preview → confirm. Account settings and your plan stay in the Selfinance dashboard.

Can a connected AI move my real money?

No. A connected AI only updates your Selfinance records — it can never touch your bank, broker, or real money. Sensitive actions like recording trades or moving cash between pockets require an explicit preview → confirm step, and you can disconnect anytime from Account settings.

Is connecting an AI like Claude or ChatGPT safe?

Yes. You authorize access yourself by signing in with Google, access tokens are stored hashed, and a connected AI only ever sees your own data. You can revoke every connection anytime from Account settings with “Disconnect all”.

Are there usage limits for the AI connector?

Every plan includes the connector with a daily AI-call allowance — plenty for daily expense capture and regular budget check-ins on Base, and 5× that allowance on Pro. Your current allowance and usage are always visible to your AI via its profile tool.

Get started

Your complete financial picture, finally in one place

Replace the spreadsheet juggle and the four-app routine with one automated view of your net worth, budget, and investments.

10 free calculators · EU-hosted & GDPR · Works with Claude & ChatGPT · Cancel anytime

Connect in three steps

1Copy the connector URL (or the Claude Code command) for your client below.

2Paste it under Settings → Connectors in ChatGPT or Claude — web, desktop, or Code.

3Sign in with Google and start asking.

Set up in

Settings → Connectors → Add custom connector, paste the URL, sign in with Google.

https://mcp.selfinance.pro/mcpOpen Claude connectors

Per-user Google sign-in · disconnect anytime from account settings · included on every plan