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Bring your Saldo data into Finerd by connecting both apps to Claude, then letting the built-in playbook run the migration for you.

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Before you start

  • Use Claude in a web browser (claude.ai) or Claude Desktop — not the Claude mobile app. Custom connectors can only be added on web or desktop.
  • Have your Finerd account and your existing Saldo account ready to sign in.
  • Your plan must allow custom connectors (Free, Pro, Max). On Team/Enterprise, an organization owner has to add the connectors first — see the troubleshooting note below.

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How it works

You connect two connectors in Claude, then start the migration:
  1. Connect the Saldo connector — so Claude can read your Saldo data.
  2. Connect the Finerd connector with Read & Write — so Claude can create your data in Finerd.
  3. Ask Claude to migrate — it runs Finerd’s guided migration playbook and walks you through the rest.

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Step 1 — Connect the Saldo connector

  1. In Claude, open Settings → Connectors.
  2. Click + Add custom connector.
  3. Name: Saldo
  4. Remote MCP server URL: https://api.saldoapps.com/mcp
  5. Click Add, then finish sign-in/authorization if a window opens.
  6. Wait until Saldo shows as connected in the Connectors list.

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Step 2 — Connect the Finerd connector

  1. Still in Settings → Connectors, click + Add custom connector again.
  2. Name: Finerd
  3. Remote MCP server URL: https://api.finerd.ai/mcp
  4. Click Add.
  5. When Finerd’s sign-in page opens, sign in and choose your access level.
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.

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Step 3 — Run the migration

  1. Open a new chat in Claude and make sure both the Saldo and Finerd connectors are enabled for it.
  2. Ask Claude: “Help me migrate my data from Saldo to Finerd.” (Claude runs get_finerd_skill("saldo_migration"), which loads the full migration playbook.)
  3. Claude checks that both connectors work, then starts the guided migration.
  4. Follow Claude’s steps. It shows a 4-step tracker — connect Saldo, connect Finerd, verify access, run migration — and gives you one action at a time.
You don’t need to run any tools yourself. Claude runs the migration playbook for you — your job is to connect the two connectors and answer its prompts.

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Troubleshooting

  • Claude can’t see a connector’s tools — reopen Settings → Connectors, confirm the connector is enabled, and check the URL is exactly https://api.saldoapps.com/mcp (Saldo) or 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 connector isn’t fully connected. Remove it and add it again with the URL https://api.finerd.ai/mcp.
  • No “Add custom connector” button (Team/Enterprise) — an organization owner must first add it in Organization Settings → Connectors → Add → Custom, then each member connects it. If you’re not the owner, ask them to add Saldo and Finerd.
  • You’re on the mobile app — open claude.ai in a browser (or Claude Desktop) and run the migration there.

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Further reading