finerdfinerd

AI Integrations

Connect finerd to Claude

What it does

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:

https://api.finerd.ai/mcpOpen in Claude

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

  1. In Claude → Customize → Connectors → Add custom connector
  2. URL:https://api.finerd.ai/mcp
  3. Sign in with your finerd account.
  4. Choose access level (Read-only or Read & Write).

Claude Code (CLI)

  1. Run:claude mcp add --transport http finerd https://api.finerd.ai/mcp
  2. In the Claude Code REPL run /mcp, select finerd, then Authenticate. Claude Code opens your browser for the finerd OAuth flow.
  3. Sign in with your finerd account.
  4. 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.

Access tokens expire after 30 days. Compatible clients refresh the connection automatically before expiry. If refresh expires or fails, reconnect in your AI client.

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.
  • Read your Claude conversation history or files.

Privacy & data

Claude only sees data from the space you ask it about. We don't log conversation content. See https://finerd.ai/privacy-policy and https://finerd.ai/security.

Example prompts

  • Can we afford a week trip to Barcelona in July at our current savings rate?
  • Analyze my spending by category — which credit card would maximize my rewards?
  • What were my top 5 food merchants last month? Break it down by week.
  • Tag all my transactions from Apr 1–10 as 'NY trip'.
  • Spread this $300 annual subscription evenly across the year.

Disconnect

You can stop Claude's access at any time in Claude → Customize → Connectors → Disconnect.

Troubleshooting

If connection fails, try disconnecting and reconnecting in Claude. Contact [email protected] for help.