> ## Documentation Index
> Fetch the complete documentation index at: https://help.finerd.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from Saldo with ChatGPT

> Step-by-step: add the Saldo and Finerd MCP servers to ChatGPT in developer mode, then run the guided Saldo → Finerd migration.

> Bring your [Saldo](https://saldoapps.com) data into Finerd by connecting both apps to ChatGPT, then letting the built-in playbook run the migration for you.

## Before you start

* Use **ChatGPT on the web** ([chatgpt.com](https://chatgpt.com)) — not the mobile app. Custom MCP apps are set up in the browser. On your phone, open chatgpt.com in a browser, sign in to the same account, and continue there.
* You need a plan that supports **developer mode** and custom MCP apps (Plus, Pro, Business, or Enterprise). On Business/Enterprise, a workspace admin may need to enable it first.
* Have your **Finerd** account and your existing **Saldo** account ready to sign in.

## Turn on developer mode

Custom MCP apps live behind developer mode:

1. Open **Settings → Security and login**.
2. Turn on **Developer mode**.

<Note>
  Labels vary by ChatGPT plan and interface version. If it isn't under **Security and login**, check **Settings → Apps → Advanced settings**, or (on Business/Enterprise) **Workspace settings → Permissions & Roles → Connected data**, where an admin may control it.
</Note>

## Step 1 — Add the Saldo app

1. Open **Settings → Plugins** (or go to [chatgpt.com/plugins](https://chatgpt.com/plugins)).
2. Click the **+** button and choose to create a developer-mode app.
3. **Name:** `Saldo`
4. **MCP server URL:** `https://api.saldoapps.com/mcp`
5. Click **Create**. If a **Scan Tools** button appears, click it and wait; if not, just create.
6. Complete Saldo sign-in if it opens.

## Step 2 — Add the Finerd app

1. In **Settings → Plugins**, click **+** again and create another developer-mode app.
2. **Name:** `Finerd`
3. **MCP server URL:** `https://api.finerd.ai/mcp`
4. Click **Create**, then sign in with your Finerd account.

<Note>
  When you sign in to Finerd, choose **Read & Write** access — you pick this on Finerd's own sign-in screen. The migration needs it to create your data in Finerd; with Read-only it can read but not write, so it won't finish. If you chose Read-only by mistake, reconnect Finerd and switch.
</Note>

## Step 3 — Run the migration

1. Open a **new chat**. Next to the message box, click **+** (then **More**, if shown) and enable both the **Saldo** and **Finerd** apps for this chat — a new app isn't automatically available in an already-open chat.
2. Ask ChatGPT: *"Help me migrate my data from Saldo to Finerd."* (ChatGPT runs `get_finerd_skill("saldo_migration")`, which loads the full migration playbook.)
3. ChatGPT checks that both apps' tools are available, then starts the guided migration.
4. Follow ChatGPT's steps. It shows a 4-step tracker — connect Saldo, connect Finerd, add the apps to the chat & verify tools, run migration — and gives you one action at a time.

<Note>
  You don't need to run any tools yourself. ChatGPT runs the migration playbook for you — your job is to add the two apps, enable them in the chat, and answer its prompts.
</Note>

## Troubleshooting

* **ChatGPT can't see an app's tools** — it may not be added to this chat. Click **+** next to the message box and enable **Saldo** and **Finerd**; if needed, refresh the page or start a new chat. Check the URLs are exactly `https://api.saldoapps.com/mcp` (Saldo) and `https://api.finerd.ai/mcp` (Finerd).
* **The migration won't create anything in Finerd** — you're most likely connected as Read-only. Reconnect **Finerd** and choose **Read & Write**.
* **"get\_finerd\_skill not found"** — the Finerd app isn't fully connected. Open it in **Settings → Plugins** and **Refresh** its tools, or remove it and add it again with the URL `https://api.finerd.ai/mcp`.
* **No developer mode / can't create a custom app** — this depends on your ChatGPT plan and, on Business/Enterprise, workspace admin permissions. Ask your admin to enable developer mode or add the apps.
* **You're on the mobile app** — open **chatgpt.com in a browser**, sign in to the same account, and run the migration there.

## Further reading

* [Connect Finerd to ChatGPT](/ai/connect-chatgpt)
* [Migrate from Saldo with Claude](/ai/migrate-with-claude)
* [Access, security & privacy](/ai/permissions-security)