Get connected
Add this URL to your AI client and complete the OAuth consent screen:What you can ask
- “What bank accounts do I have connected?”
- “What is my current balance across my banking accounts?”
- “What did I spend on groceries this month?”
- “Show me my brokerage holdings and P&L”
- “Create a sync from my everyday account to the Budget sheet and run it now”
- “Add a rule that tags Uber transactions as Travel”
Explore MCP
- Setup: connect your AI client and authenticate.
- Tools and arguments: available operations, exact input names, public ids, and pagination.
- Workflows, prompts, and guides: connect banks, set up syncs, review spending, and diagnose failures.
- Access and security: plans, scopes, revocation, and data handling.
- Troubleshooting: resolve authentication, validation, and connection errors.

