Finance MCP

Read-only

It can’t move money, buy, change or cancel anything, or write back to a provider.

Started by you

Every collection starts with you. You sign in to each company yourself, one at a time.

Any client

Claude, ChatGPT, Cursor, or anything else that takes an MCP server.

Get started

Connect in a few minutes

Pick your client and follow the steps.

Works on every Claude plan. On Free you can add one custom connector. On Team and Enterprise, an owner adds it under Organization settings, then Connectors.

In Claude on the web or the desktop app, open Customize, then Connectors.
Click +, then Add custom connector. Paste the endpoint as the server URL and click Add. If it asks you to connect or sign in, follow the prompt.
In a chat, click + under the message box, then Connectors, and check that Finance MCP is switched on.
Ask in plain words. The collection panel opens right in the chat, and you sign in to each company from there.

Connecting is you accepting the terms of service and the privacy policy.

What it does

It only reads, and only from the companies you pick

It does

Read your pensions, investments and savings
Tell you what each product is worth, and what it all adds up to
Show the fees on each product, and what they cost you a year
Name every product and the company it’s with
Tell you which companies it collected from, and which ones failed

It doesn’t

Move money in, out or between your accounts
Buy, change or cancel anything
Write anything back to your providers
Collect from a company you didn’t pick
See what you say to your AI client

Financial data is sensitive, and once it reaches your AI client it is handled under that client’s terms, which we neither control nor can see. Read them before you connect. Full detail in the terms for the MCP connection.

Questions

What is Finance MCP?

A connection that lets an AI client of your choosing read your pensions, investments and savings, so you can ask about them in plain language and get answers based on what you actually hold.

Which companies can it collect from?

Banks, investment platforms and pension providers. The full list is in the picker when you connect, and you choose which of them to include.

Can the AI move my money?

No. The connection is read-only. It cannot move money, buy, sell, change or cancel anything, and it cannot write back to a provider.

Where do my login details go?

You type them into the collection panel, and they are only used to sign in to that company. <Confirm with product that they never reach the AI client.>

What happens if a company fails?

The collection carries on with the rest, and the result says which company is missing and why. Any total you are given excludes it and says so.

How long does access last?

<Length, renewal and how to revoke. Needs a real answer from the product.>

Can I turn it off?

Yes, at any time, and you can remove a single company without starting over. <Where, exactly.>

Is this financial advice?

No. We supply your own data. Any analysis or suggestion comes from the AI client you chose, not from us.

Is it safe?

The connection is read-only, and you sign in to every company yourself. The risk that remains sits with your AI client, which handles the data under its own terms once it arrives.