Ask your AI assistant about your money

Connect your assistant

Listed in Claude's connector directory

My AI Fin App for Claude

Our official connector. Add it from Claude's directory, sign in once, and Claude answers questions about your budget, debts, spending and net worth from your own numbers.

• claude.ai
• Claude Desktop
• Claude for iPhone and Android
• Read-only

Add to Claude

1. 1

   Open the listing

   Choose Add to Claude, then add My AI Fin App from Claude's directory.

2. 2

   Sign in and allow access

   Sign in to My AI Fin App once and choose Allow access. No token to copy.

3. 3

   Ask Claude

   Start a new chat and ask about your money, for example:

How am I doing this month?

Prefer to set it up by hand? In Claude, open Settings, then Connectors, choose Add custom connector, and paste the server URL above.

Other assistants

claude mcp add --transport http myaifin https://www.myaifin.app/mcp --header "Authorization: Bearer YOUR_TOKEN"

{
  "mcpServers": {
    "myaifin": {
      "url": "https://www.myaifin.app/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Every tool, in plain words

You never pick these yourself. Ask your question and the assistant chooses the tools it needs.

If something isn't working

It says assistant access is part of Pro

The connector checks your household's plan on every request. Look under Settings, Plan in the app. Once Pro is active, the next question works; there is nothing to reconnect.

It asks me to sign in again

A connection stays signed in as long as it is used at least once every 30 days. After a longer gap, or after you disconnect it under Settings, Assistants, connect again from the assistant's connector settings.

Signing in asks for a code

If you use two-factor sign-in, you enter your code before the Allow access screen. Without two-factor sign-in, a password sign-in on a device your account has not used before is finished with a 6-digit code we email you, once per device. Either way, that is expected: an assistant only connects through a fully signed-in you.

Claude asks before every tool

That is Claude's own setting. In Claude, open Settings, Connectors, choose My AI Fin App, and set the tools you are comfortable with to Always allow.

It cannot see my partner's accounts

An assistant sees what you see in the app, except Apple Wallet data, which it never sees. If the accounts are missing in the app too, check that you are both in the same household under Settings, Team. If they show in the app but not in the assistant, tell us through the contact page.

My token stopped working

Tokens expire on the date you chose when you made them (90 days unless you changed it), and a revoked token stops at once. Create a new one under Settings, Assistants and replace it in your client's configuration. Each token is shown only once.

I have old or duplicate connections

Remove them in the assistant's own settings, and disconnect them under Settings, Assistants, Connected assistants, which ends their access on our side.

Questions

Can I ask Claude about my money?

Yes. Add My AI Fin App from Claude's connector directory and ask in plain words: how this month is going, what you spend eating out, when the Visa is paid off. It answers from your real numbers, read-only, and you can disconnect it any time. Assistant access is part of Pro.

Which assistants work?

Anything that speaks MCP. On claude.ai, add My AI Fin App from Claude's connector directory and sign in with your My AI Fin App account. ChatGPT custom connectors sign in the same way, though we have not tested ChatGPT end to end yet; if it will not connect, tell us through the contact page. Claude Code, Claude Desktop and Cursor can also use a personal access token you create in Settings, Assistants.

What can I ask?

How you are doing this month, spending by category, merchant or month, what subscriptions you pay for, when your debts are paid off under different strategies, whether you will be short before payday, your net worth over time, what bills are coming up, and anything else the data can answer. Ask the assistant "what can you do with my finances?" and it will list everything.

Can it change my data?

Not for now. Every connection is read-only: an assistant cannot categorise transactions, add notes or set budgets. It can never link a bank, add or edit accounts, debts or goals, move money, or delete anything.

What does the assistant see?

The same data your own sign-in can read in the app, including shared household data, and nothing more. Apple Wallet data is never shared with assistants, including from other members of your household. The connector runs every query as you, under the same row-level security the app uses. A token acts as you, so treat it like a password: it is shown once, and you can revoke it in Settings the moment you stop trusting the device it lives on.

What do you record when I use an assistant?

Which tools were called and whether they worked, for 90 days, so we can see what is used and what fails. We never record what you asked, the text of any SQL (only which tables it read), amounts, or the data returned. You can see your own recent activity under Settings, Assistants.

What are gap reports?

An assistant could once record a one-sentence, detail-free description of something it could not do with your data, if you switched this on. The feature is paused: nothing new is recorded. Anything saved earlier is listed in Settings → Assistants, where you can delete it.

How do I disconnect an assistant?

Settings, Assistants, then Disconnect next to it. It stops working immediately, whether it signed in through claude.ai or ChatGPT or uses a token. You can also remove the connector in that assistant's own settings.

Does it cost extra?

No. AI assistant access is included in Pro, alongside bank sync. During early access everyone has Pro.