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.
Read article
Less to do. More to understand.
Ideas and practical guides for a clearer relationship with money.
A few good places to start
Claude Personal Finance vs Era: what each one does
Claude Personal Finance vs Era compared: banks outside the US, memory across chats, financial health, holdings, shared spaces, documents and more in one view.
Read article
Does my bank have an MCP? RBC, TD, Wealthsimple
Does my bank have an MCP server? RBC, TD, BMO, Desjardins and Wealthsimple, and how to connect any Canadian bank to ChatGPT or Claude through Era today.
Read article
Is it safe to connect RBC or TD to ChatGPT or Claude?
Is it safe to connect RBC or TD to ChatGPT or Claude? What the banks' block means, who is liable, and how Era keeps your password out of the assistant.
Read article
From the journal
72 articles
How to share your finances with a partner
A couples budgeting app for Canada: invite your partner to a shared space, choose what each of you shares, and let both assistants read the same figures.
Read article
Best MCP servers for personal finance (2026)
Best MCP servers for personal finance in 2026: Era, PocketSmith, Finary, Wallet, Scalable Capital, Schwab and YNAB community servers compared on access.
Read article
Splitwise alternatives for couples and housemates
Splitwise alternatives for couples and housemates: Tricount, Settle Up, Splid and Era, where who owes whom comes from the bank transactions you share.
Read article
Connect Google Gemini to your bank accounts
Connect Gemini to your bank accounts with Era: add Era's server in Gemini's settings, approve access, then ask about balances, spending and financial health.
Read article
Ask AI about your bank statement, safely
Ask AI about your bank statement without pasting it into a chat: Era reads the file once, cites the page for every figure, and any assistant can answer.
Read article
Poppy: the rulebook banks want AI agents to follow
Poppy is the agent protocol from Meta and Sierra that banks are backing: what it asks of AI agents, and how one authorised hub like Era fits the same idea.
Read article
How to audit an AI agent managing your money
A finance leader's controls for letting Claude run your real accounts: bound it with rules, preview every change, audit the results. Includes the exact prompts.
Read article
How to run a month-end close on your own money with Claude
A finance team's month-end close, run on your own money by Claude through Era Context: five copyable prompts, from chart of accounts to a reusable close pack.
Read article
Connect Instinct to your bank without your password
Instinct doesn't need your online banking login. Give it an expiring Era API key instead: what to text it, what the key can reach, and how to cut it off.
Read article
Connect Meta's Muse to your bank in Canada
Connect Meta's Muse to your Canadian bank accounts with a Custom Connector and an Era API key: the request to send, the access to pick, and how to revoke it.
Read article
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.
Read article
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.
Read article