> ## 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 another AI

> Advanced path: connect the Finerd and Saldo MCP servers in any MCP-capable AI client, then run the guided Saldo → Finerd migration.

> Using an AI assistant other than Claude or ChatGPT? If it can connect to remote MCP servers, you can run the same [Saldo](https://saldoapps.com) → Finerd migration.

<Note>
  This is the advanced, do-it-yourself path — it works in any client that supports **remote MCP servers**, such as the Gemini CLI, Cursor, or other MCP-capable tools. If you use **Claude** or **ChatGPT**, follow the dedicated guides instead: [Claude](/ai/migrate-with-claude), [ChatGPT](/ai/migrate-with-chatgpt).
</Note>

## Before you start

* An AI client that can connect to **remote MCP servers** (HTTP), on a plan or setup that lets you add your own.
* Your **Finerd** account and your existing **Saldo** account.

## Step 1 — Add both MCP servers

In your client, add these two remote MCP servers (the exact steps depend on your client):

**Finerd**

```text theme={null}
https://api.finerd.ai/mcp
```

**Saldo**

```text theme={null}
https://api.saldoapps.com/mcp
```

When you authorize **Finerd**, 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 2 — Run the migration

Once both servers are connected and their tools are available, send this prompt:

```text theme={null}
I just switched to Finerd from Saldo. Call get_finerd_skill("saldo_migration") and follow its instructions.
```

Your assistant runs `get_finerd_skill("saldo_migration")` to load the full migration playbook, then walks you through it. Follow its steps and answer its prompts.

## Troubleshooting

* **The assistant can't see the tools** — make sure both MCP servers are connected and enabled for the current session, and that the URLs are exactly `https://api.finerd.ai/mcp` (Finerd) and `https://api.saldoapps.com/mcp` (Saldo).
* **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 server isn't fully connected. Reconnect it with the URL `https://api.finerd.ai/mcp` and refresh its tools.

## Further reading

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