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
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.
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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.
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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.
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From the journal
72 articles
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 categorize, 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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Era Context MCP server and REST API for developers
Era Context is an MCP server and REST API for your money. Ask Claude Code, Cursor or VS Code about your accounts, or call it from your own code with an API key.
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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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Is it safe to give AI your financial data?
Is it safe to give AI your financial data? Read-only, revocable bank access, what US banks' new AI terms mean, and why open banking is the safe route.
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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
Add Era to Claude from the connector directory, link your banks and cards, and approve access: the exact path, the free-plan option, and what to try first.
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What is the Model Context Protocol (MCP)?
The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to your data and tools. Learn what MCP means for personal finance and why Era built on it.
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What is Era Context? One hub for every AI assistant
What is Era Context? It links your banks to Claude, ChatGPT, Gemini and any MCP assistant, so each one shares your accounts, memory and financial health.
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How to add a manual account to Era
Add a manual account to Era from the interface or through your AI in minutes. Track cash, offline loans, and any account without a live bank connection.
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