Finta MCP Prompt Templates
Connect your AI assistant to your real financial data and ask the questions that actually matter. These prompt templates work with any Finta MCP-compatible client — copy one, paste it into your AI, and get instant analysis backed by your actual numbers.
What You Can Analyze
With Finta MCP, your AI has access to:
- Transactions — every purchase, transfer, and payment across your connected accounts
- Balances — current and historical balances for checking, savings, credit, and investment accounts
- Holdings — investment positions with current values and cost basis
- Investment transactions — buys, sells, dividends, and transfers
No exports, no copy-paste. Just ask.
Getting Started
1
Connect
Install the Finta MCP server and connect it to your AI assistant (Claude, Cursor, or any MCP-compatible client).
2
Select
Select which bank accounts and which tables you would like to sync to Finta MCP.
3
Sync
Every day, Finta will automatically sync your financial data to your destination.