Selfinance · AI connector
Connect your AI to Selfinance
This endpoint lets ChatGPT, Claude, and Claude Code work with your Selfinance account — grounded in your real data, protected by your Google sign-in.
Settings → Connectors → Add custom connector, paste the URL, sign in with Google.
https://mcp.selfinance.pro/mcpPer-user Google sign-in · disconnect anytime · included on every Selfinance plan
What you can do
Snap a receipt
Photograph any receipt — every line lands in the right category.
manage_expenseget_budgetForward a card email
Screenshot the bank or card notification — it’s logged in seconds.
manage_expenseUpdate crypto from a screenshot
Bought coins in your exchange app? Show it — your position updates after you confirm.
asset_trademanage_cryptoSummarize a category
Any slice of your spending, answered from real rows — not vibes.
get_budgetRecord a stock buy
Tell it what you bought — it finds the ticker and updates your portfolio.
search_stocksmanage_stockTop up the emergency fund
Move cash between pockets — with an explicit confirm before anything changes.
cash_movePlan your payday
A concrete allocation checklist sized to your real coverage and debts.
payday_strategyget_portfolioFind subscriptions to cancel
Recurring charges from the last 3 months, annualized and ranked.
find_subscriptions_to_cancelMonthly review
Net worth drivers, top categories, next steps — one ask.
monthly_reviewget_budgetFull setup & examples on selfinance.pro
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