Lets Claude query and edit your finerd ledger — spending, accounts, transactions, bills, reports, and tags. Works as a remote MCP connector with OAuth.
How to connect
Fast track
Claude.ai / Desktop — copy this URL and paste it in the “Add custom connector” dialog:
Claude Code — paste this prompt and the agent sets it up for you:
Set up the Finerd MCP server for me: run `claude mcp add --transport http finerd https://api.finerd.ai/mcp`, then run /mcp, select finerd, authenticate in the browser when it opens, and confirm the Finerd tools are available.
Claude.ai or Claude Desktop
In Claude → Settings → Connectors → Add custom connector
In the Claude Code REPL run /mcp, select finerd, then Authenticate. Claude Code opens your browser for the finerd OAuth flow.
Sign in with your finerd account.
Choose access level (Read-only or Read & Write).
Permissions
You pick at sign-in time:
Read-only — Claude can read your data but not modify it. Good default for "ask my finances" use cases.
Read & Write — Claude can also create, edit, and delete transactions, transfers, and tags.
The connector token expires automatically after 30 days; sign in again to renew.
What Claude can do (read)
Search Transactions — filter by date, category, account, or text
Get Transaction — full details with journal breakdown
List Accounts — your bank accounts, wallets, debts
List Categories — expense and income categories
List Bills — receipts and invoices with line items
Get Bill — full bill details
Search Merchants — find merchants by name
Search Tags — find tags by name
List Spaces — your available spaces (Personal / Business)
Get Account Balances — balance per account at any date
Get Expense / Income / Cash Flow / Net Worth Reports — aggregated views
Verified Balances — your manually confirmed account balances
Asset Rates — currency and asset exchange rates
What Claude can do (write, requires Read & Write access)
Create / Update / Delete Transaction — record or fix expenses, incomes, refunds, debt-pays
Create Complex Transaction — split transactions across multiple categories or accounts
Create Transfer — record an internal transfer between two of your tracked finerd accounts (this is a ledger entry in finerd — it does not move real money or interact with your bank)
Create / Update Tag — manage your tag taxonomy
Manage Rewards & Points — record points earnings, monthly accruals, and redemptions on reward accounts
Create Accounts — add cash, bank, debt, and reward accounts
What Claude cannot do
Move actual funds anywhere — finerd is a personal ledger; banks are read-only sources.
Access other users' data — every request is scoped to your account.
