Give your AI the context it needs
Context connects your financial accounts, enriches your data, and exposes everything to any AI agent through MCP. One setup, every agent.
Everything your agent needs, nothing it doesn't
Capabilities that turn raw account data into a complete financial operating layer for any AI.
MCP agent connectivity
Expose your full financial picture to Claude, ChatGPT, or any MCP-compatible agent. No per-client integration required.
Rules engine & library
A full rules engine plus a library of ready-made rules. Auto-tag spending, catch bill increases, and trigger actions — customize any rule or start from a template.
Custom categories
Build categories that match how you actually think about money. Your agents read and organize spending against your own scheme, not a generic one.
Broad account coverage
Connect banks, cards, and investments across the US today, with the UK and EU on the way — and add anything else as a manual account so nothing's left out.
Financial data hub
Connect banks, cards, and investments through multiple aggregators. Cleaned, categorized, and ready for any agent.
Open protocol
Built on MCP, the open standard for agent communication. No vendor lock-in, no proprietary APIs, no walled gardens.
Bank-level security
AES-256 encryption at rest, TLS 1.3 in transit. Your data is never sold, never used for ads, and every agent action requires your permission.
Cross-agent memory
Share preferences, notes, and context between every connected agent. Tell one, and they all know.
What people actually ask Context
Real questions your agents can answer from your live financial picture — not generic advice.
Can I afford a $2,400 trip in March without touching savings?
Real-number affordability checked against your actual cash flow.
Which of my cards earns the most on groceries?
Picks the card that earns the most rewards or avoids interest.
Find me a balance-transfer card with a lower APR than what I’m paying.
Compares real cards against your actual balances and APRs, not a generic list.
Compare the two health plans my employer offers for a family of four.
Weighs open-enrollment options against what you actually spend on care.
Set a rule to flag any bill that jumps more than 10% month to month.
Turns a one-off ask into a standing rule your agent monitors.
What did I spend on subscriptions last quarter, and which can I cut?
Answered straight from your live accounts, balances, and spending.
Built on trust
Bank-level encryption — AES-256 at rest, TLS 1.3 in transit.
Your data is never sold or used for ads.
Connections run through regulated financial data aggregators.
Every agent action requires your explicit permission.
Frequently asked questions
Context exposes your connected accounts to any MCP-compatible agent through a permissioned protocol. Every agent action requires your authorization, and you can revoke access at any time.
Context connects through multiple regulated financial data aggregators, covering banks, cards, and investment accounts across the US today, with the UK and EU on the way. For anything not yet supported, you can add a manual account so nothing's left out.
No. Your data is never sold and never used for ads.
It can read your financial picture, and — only with your explicit permission — take actions like tagging spending or triggering transfers.
No. Context works with any MCP-compatible agent, including Claude, ChatGPT, and CLI tools — no per-client integration required.
Also try these products
Agency and Thesis are part of Era too: visualization, automation, and investing, all built on top of Context.
Agency
Visualize your net worth, cash flow, and spending: with proactive alerts that act on your behalf.
Every feature, accessible to every AI agent
Connect your accounts, enrich your data, and let any MCP-compatible agent help you manage your money. Free to start.