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Finerd works as a remote MCP server — so any AI assistant that speaks MCP can securely connect to your finances. Connect it once, then ask about your spending, generate reports, and even add or edit transactions — in plain language, in any of your chats.
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to outside tools and data over a secure, permissioned link. Instead of copy-pasting numbers into a chat, your assistant talks to Finerd directly — reading your real data and, if you allow it, making changes — while you decide how much access to grant. Claude, ChatGPT, and Gemini all support it.
Partner-friendly and private by design: your AI only sees the Finerd space you connect, you choose read-only or read & write at sign-in, and you can disconnect at any time. Finerd never lets an assistant move real money.

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Start here

What you can ask Finerd

Example questions and tasks — from “what did I spend on dining?” to splitting a charge.

Access, security & privacy

Read-only vs read & write, OAuth sign-in, token expiry, and what we do and don’t store.

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Connect your AI

Claude

Claude.ai, Claude Desktop, and Claude Code.

ChatGPT

Custom connector (developer mode).

Gemini

Gemini CLI.