Ask your AI anything about your finances
Finta's MCP server connects your real financial data to any AI assistant — Claude, ChatGPT, Cursor, and other Model Context Protocol clients. Instead of exporting CSVs or copy-pasting numbers, you ask questions in plain English and get answers backed by your actual accounts.
What your AI can access
Finta MCP gives your assistant secure, read-only 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
It can read your data, but it can never move money or change anything.
Getting Started
1
Connect
Install the Finta MCP server and connect it to your AI assistant (Claude, Cursor, or any MCP-compatible client).
2
Ask
Ask questions in plain English. Finta gives your assistant read-only access to your accounts, transactions, balances, and holdings.
3
Analyze
Your AI pulls your real numbers on demand and answers instantly — no exports, no manual updates.