The future of personal finance is agent-native
Finance apps keep trying to be the place you go. But your AI is already where you are. Agent-native finance means your money shows up in the conversation, not in a separate app.
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Less to do. More to understand.
Ideas and practical guides for a clearer relationship with money.
A few good places to start
What your AI sees in an Amazon order
Link Amazon, Walmart or Target to Era and each order arrives with its items — product name, quantity, unit price, photo — readable by any MCP-compatible agent.
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Is there open source AI wealth management?
No mainstream open-source AI wealth platform exists yet. Era Context runs on MCP, an open standard, so your finances work with any AI client, not one vendor.
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Can Claude manage your money?
See Era and Claude working together on real accounts: what setup looks like, what Claude can see, and the questions worth asking once it's connected.
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From the journal
27 articles
How financial advisors can use AI with client data
How RIAs and independent financial advisors can use AI assistants with client financial data through Era Context — with consent, scoped permissions, and a full audit trail.
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Monarch vs Copilot vs YNAB vs Mint vs Era (2026)
Monarch Money, Copilot, YNAB, Mint and Era compared for 2026: pricing, which ones have AI, and which one lets you bring the assistant you already use.
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Subscription creep: how AI detects the charges you forgot about
You are paying for subscriptions you forgot about. Era Context lets your AI scan all your accounts and surface every recurring charge in one prompt.
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Your agent, your choice: why Era is client-agnostic
Era works with any MCP-compatible AI client — Claude, ChatGPT, OpenClaw, Gemini, and more. Switch anytime. Your data, rules, and memory stay with Era.
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The complete guide to AI-powered financial automations
Describe a financial rule in plain English, and your AI agent creates it. Learn how Era's automation rules categorise, tag, and flag transactions automatically.
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Pattern-based rules any agent can create for you
Describe a financial rule in plain English and your AI agent creates it. Auto-categorize transactions, tag spending, detect anomalies — no forms or settings pages.
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Using Era Context in a developer workflow
Ask your coding AI about your finances without leaving the terminal. Era Context works with Claude Code, Cursor, VS Code, and any MCP-compatible dev tool.
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Introducing cross-agent memory for your finances
Era's cross-agent memory lets you tell one AI agent about your financial goals and every other agent knows instantly. Your context follows you everywhere.
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Era's privacy model: your data, your control
How Era protects your financial data when connecting bank accounts to AI agents. Encryption, OAuth consent, revocable access, and a full activity log.
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Connect any AI agent to your bank accounts
Era Context connects any MCP-compatible AI agent to your bank accounts. One setup for Claude, ChatGPT, OpenClaw, Cursor, Gemini, and more.
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How to connect ChatGPT to your finances with Era
Connect ChatGPT to your bank accounts using Era Context and MCP. See balances, analyze spending, and talk to your money in natural language.
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Connecting Claude to your bank account with Era
Connect Claude Desktop or Claude Code to your bank accounts in under five minutes using Era Context and the Model Context Protocol (MCP).
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