Connect your own AI
Already have a Claude subscription? Connect it directly to Money using the Model Context Protocol (MCP). Your AI can access your financial data, create reminders, track subscriptions, and more — all using your existing plan.
Your accounts & transactions
Query balances, search transactions, and track spending across all connected banks.
Manage subscriptions
View recurring charges, rename misidentified subscriptions, and hide internal transfers.
Submit feedback & reminders
Create reminders, submit bug reports, and manage your financial to-do list.
Your MCP endpoint
This is the URL you'll add to Claude. It works with Claude.ai, the Claude desktop app, and Claude Code.
https://money.parsons.ai/api/mcpSetup guide
Add it once on Claude.ai and it syncs to all your Claude apps automatically.
Open Claude.ai settings
Go to claude.ai and click on your profile icon in the bottom-left corner, then select Settings.
Add a new integration
Navigate to the Integrations tab (you may see it listed under "MCP" or "Connected Apps"). Click Add Integration or Add MCP Server.
Paste the endpoint URL
Enter the MCP URL below and give it a name like "Money".
https://money.parsons.ai/api/mcpAuthorize with your Money account
Claude will open a login page for Money. Sign in with your account and approve the connection. Once connected, Claude can access your financial tools. The connection syncs automatically to the Claude desktop app and Claude Code.
Works everywhere Claude does
Claude.ai
Web app
Add it here and it syncs everywhere.
Desktop app
macOS & Windows
Auto-syncs from Claude.ai settings.
Claude Code
CLI tool
Auto-syncs from Claude.ai settings.
Try these prompts
Once connected, ask Claude things like:
"What's my net worth right now?"
"How much did I spend on dining this month?"
"Show me all my recurring subscriptions"
"Create a reminder to cancel my gym membership"
"What are my largest expenses this month?"
"Sync my latest transactions from Plaid"
FAQ
Do I still need a Money subscription?
Yes — a Money subscription gives you access to bank connections via Plaid, the web dashboard, and the mobile app. The MCP integration lets you use your own Claude subscription for AI features instead of purchasing AI credits.
Is my financial data safe?
Yes. The MCP connection uses OAuth for authentication, so Claude never sees your password. All data access follows the same row-level security as the rest of the app — you can only access your own data.
What if the tools change?
If we add or update MCP tools, you may need to disconnect and reconnect in Claude.ai settings so it picks up the latest tool definitions.
Can I use this with other AI providers?
Currently this is built for Claude (Anthropic). As other AI providers adopt the Model Context Protocol, we'll add support for them too.
Ready to connect?
Don't have a Money account yet? Sign up to connect your banks and start managing your finances with AI.