Financial Context for AI

Your AI already knows everything.
Except your finances.

FinContext connects your bank accounts to Claude, ChatGPT, or any AI assistant via MCP. Ask about your money in plain English. Get real answers in seconds.

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Claude
MCP Servers
<fc> FinContext
Recent
Budget review
March spending
Subscription audit
Y
Am I spending more on food this month?
⚡ get_category_trend("FOOD_AND_DRINK")
C
Your food spending is up 11% this month compared to your 6-month average of $280/mo.

The increase is mostly dining out — $142 vs. your usual $95. Groceries are flat at $180.

FinContext running inside Claude Desktop — real data, real answers

What is FinContext?

FinContext is an MCP server for personal finance. It connects your bank accounts to Claude, ChatGPT, and any other MCP-compatible AI assistant using Plaid — the same secure bank-connectivity platform used by Venmo, Robinhood, and thousands of other apps. Once connected, your AI can query your real transaction data and balances in plain English, without you ever opening a spreadsheet or finance app.

What is MCP? The Model Context Protocol is an open standard that lets AI assistants securely connect to external data sources and tools. FinContext acts as an MCP server for personal finance — exposing your bank data as structured context that your AI can query on demand. Think of it as giving your AI a secure, read-only window into your financial life.
How it works

Three steps. Two minutes.

FinContext runs as a local MCP server on your machine. Your AI connects to it via the MCP protocol and calls structured finance tools — like search_transactions or get_category_trend — to answer your questions in real time. No data leaves your machine except what Plaid already syncs.

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1. Connect banks

Securely link via Plaid. Read-only access to 10,000+ US banks. Takes 30 seconds.

⚡

2. Add to your AI

Paste your MCP server link into Claude Desktop, ChatGPT, or any MCP-compatible client.

💬

3. Just ask

Your AI financial assistant understands your finances. No dashboards needed.

Built for trust

Bank connectivity is powered by Plaid, which provides read-only OAuth access. FinContext never stores your banking credentials and can never initiate transfers or modify your accounts.

🔒
Read-only
We never move your money or store your login credentials
🛡️
Encrypted
AES-256 at rest & TLS in transit
🗑️
You control it
Disconnect banks or delete all data anytime

Frequently asked questions

FinContext uses Plaid, the industry-standard bank connectivity platform trusted by millions of apps, to securely link your accounts. The connection is read-only — FinContext can see your transactions and balances, but cannot move money or make changes. Setup takes about 30 seconds and works with over 10,000 US financial institutions.
FinContext supports any AI assistant that implements the Model Context Protocol (MCP), including Claude (Claude Desktop and Claude.ai), ChatGPT with custom connectors, and other MCP-compatible clients. As MCP adoption grows, FinContext will work with an expanding ecosystem of AI tools.
MCP (Model Context Protocol) is an open standard that lets AI assistants securely connect to external data sources and tools. FinContext acts as an MCP server for personal finance — it exposes your bank data as structured context that Claude, ChatGPT, and other AI clients can query in real time when you ask financial questions.
You can ask anything you'd ask a personal financial advisor. For example: "Am I spending more on food this month?", "What subscriptions am I paying for?", "How much did I spend on travel last year?", "Show me my net worth trend", or "Which category is growing fastest?" Your AI answers using your real transaction data.
Yes. FinContext uses read-only Plaid connections so it can never move your money or make transactions. All data is encrypted at rest with AES-256 and in transit via TLS. You retain full control — you can disconnect your accounts or delete all your data at any time.
FinContext is free during beta. Join the waitlist to get early access when we launch. We'll announce pricing before charging anything.

Ready to give your AI financial superpowers?

Join the waitlist. Be first when we launch.