Connect your finances to your agents

Your bank accounts, available to Claude, ChatGPT and any MCP client. Read-only, and hosted by you.

What's my net worth across every account?

Every account and balance, grouped by bank.

Set it up

About five minutes. You need a Vercel account.

  1. Deploy your own copy

    Choose an OWNER_PASSWORD and add a Neon Postgres database from the Vercel Marketplace. The tables are created on first use.

    Deploy to Vercel

  2. Get a SimpleFIN setup token

    Link your banks in SimpleFIN Bridge (a small paid service) and create a setup token.

    Open SimpleFIN

  3. Claim it on your setup page

    Paste the token at /setup on your deployment. You get a connector URL, shown once.

  4. Add it to your assistant

    Paste the URL as a custom connector in Claude, ChatGPT or Cursor. The setup page shows where.

Your bank login never reaches this server. It stores a SimpleFIN access URL, encrypted with a key that exists only in your connector URL.