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.
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.
