Connect your bank to your AI

Your AI already knows everything.
Except your finances.

Connect your bank accounts to Claude, ChatGPT, or any AI assistant via MCP. No app to install — just ask your AI and get real answers from your actual transaction data.

Free during beta — limited early access spots. No credit card required.

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Ask your AI things like

Am I spending more on food this month? What subscriptions am I paying for? Show me my net worth trend How much did I spend on travel? Which category is growing fastest?

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.
Who it's for

Built for people who talk to AI every day

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Claude & ChatGPT power users
You already use AI for everything — now it can answer questions about your money too.
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Multi-account managers
Checking, savings, credit cards, investments — stop logging into 5 different apps.
📈
Freelancers & contractors
Ask "how much did I earn this quarter?" or track business vs personal spending effortlessly.
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Developers building on MCP
Use FinContext as a finance data source in your MCP-powered apps and agents.
How it works

Three steps. Two minutes.

Sign up, link your bank accounts via Plaid, and connect your AI assistant. Ask anything about your money — your AI answers using your real financial data.

1

Connect your banks

Link any US bank in 30 seconds via Plaid. Read-only — we never touch your money.

2

Add to your AI

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

3

Just ask

Spending, subscriptions, trends, net worth — your AI answers from your real transaction data.

Before and after FinContext

Without FinContext
  • Log into 3 different banking apps
  • Export CSVs, paste into spreadsheets
  • Manually categorize and sum transactions
  • Repeat every time you have a question
  • Your AI can't help because it has no data
→
With FinContext
  • All accounts connected in one place
  • Ask Claude or ChatGPT in plain English
  • Get instant answers from real data
  • Trends, categories, and totals auto-computed
  • Your AI becomes your personal finance analyst
What you can ask

Real questions. Real answers.

Your AI answers financial questions using your actual bank data.

Am I spending more on food this month?
What subscriptions am I paying for?
Show me my net worth over the last year
How much did I spend on travel last quarter?
Which spending category is growing fastest?
Find all Amazon purchases over $50

Works with 10,000+ US financial institutions via Plaid

Chase Bank of America Wells Fargo Citi Capital One American Express + 10,000 more

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.

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Read-only access
We never move your money or store your login credentials
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Encrypted end-to-end
AES-256 at rest, TLS in transit, Row-Level Security
🗑
You control your data
Disconnect banks or delete all data anytime — right to erasure built in

Developers & AI agents: read our machine-readable docs

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.
FinContext supports over 10,000 US financial institutions through Plaid, including Chase, Bank of America, Wells Fargo, Citi, Capital One, American Express, and most credit unions. If your bank works with Venmo or Robinhood, it works with FinContext.
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. Row-Level Security isolates every user's data at the database level. You retain full control — disconnect your accounts or delete all your data at any time.
FinContext is free during beta. Sign up to get started immediately. We'll announce pricing before charging anything.

Stop guessing. Start asking.

Join the waitlist and connect your first bank account in under two minutes. Your AI will do the rest.

Free during beta. No credit card. Cancel anytime.

Join the Waitlist — It's Free
No credit card required. Setup in 2 minutes.