Sselfinanceselfinance.pro

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/mcp
Open Claude connectors

Per-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.

📷 receipt.jpgLog this receipt✓ 6 expenses added · $84.20 · Groceries
manage_expenseget_budget

Forward a card email

Screenshot the bank or card notification — it’s logged in seconds.

📷 card-alert.pngAdd this transaction✓ $42.00 · Wants · Dining
manage_expense

Update crypto from a screenshot

Bought coins in your exchange app? Show it — your position updates after you confirm.

📷 kraken-order.pngI bought thisPreview: +0.05 BTC @ $64,200 → Confirm?
asset_trademanage_crypto

Summarize a category

Any slice of your spending, answered from real rows — not vibes.

How much on groceries this quarter?$1,284 — 8% less than last quarter
get_budget

Record a stock buy

Tell it what you bought — it finds the ticker and updates your portfolio.

Bought 3 VUSA today✓ Added 3 VUSA @ $92.14
search_stocksmanage_stock

Top up the emergency fund

Move cash between pockets — with an explicit confirm before anything changes.

Move $500 to emergencyPreview: Main → Emergency · $500 → Confirm?
cash_move

Plan your payday

A concrete allocation checklist sized to your real coverage and debts.

Salary’s in — what now?Mortgage $1,200 · Emergency $400 · ETF $600 …
payday_strategyget_portfolio

Find subscriptions to cancel

Recurring charges from the last 3 months, annualized and ranked.

What am I wasting money on?3 candidates · $31/mo ≈ $372/yr
find_subscriptions_to_cancel

Monthly review

Net worth drivers, top categories, next steps — one ask.

Review my JuneNet worth +1.7% · dining spike · 3 actions
monthly_reviewget_budget