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Guide

Connect Claude or ChatGPT to Chase UK (2026)

Does Chase UK have a budgeting app? Yes, and more with Era: connect Chase UK to Claude and ChatGPT through open banking, approved in the Chase app, no code.

Chase UK works with Claude and ChatGPT through Era. You link your Chase account over open banking, approve the connection in the Chase app, and your assistant can then answer questions about your spending, your round-ups and your saving pots, next to the other banks and cards you hold.

Does Chase UK have a budgeting app?

Yes. The Chase app shows your spending by category and lets you set money aside in saving pots and with round-ups. What it cannot show is anything outside Chase. Connecting Chase to an assistant through Era adds the rest of your money, so a budgeting question can cover every account you hold.

Many people keep Chase as a spending account and save elsewhere, which makes the combined view especially useful. An assistant can tell you how much you spend on Chase each month against what you save at another bank, and whether your round-ups are actually moving the needle.

How do I connect Chase UK to Claude?

Link Chase in Era, then add Era to Claude. Era reads your Chase account through open banking, so you approve access in the Chase app and never share your login. Claude then has one connection to everything you have linked, and setup takes a few minutes.

  1. Sign up at era.app and choose Connect your bank.
  2. Search for Chase and continue to the Chase app.
  3. Approve the account you want to share, then return to Era.
  4. In Claude, add Era from the connector directory, or use https://context.era.app/mcp as a custom connector.
  5. Approve the consent screen and ask a question.

The guide to connecting Claude to your bank account has more detail.

What your assistant can see in Chase UK

Era brings in your Chase current account and saving pots, with the transactions behind them. Chase categorises spending in the app, and your assistant works from the same merchants and amounts, so it can answer questions about eating out, transport and subscriptions in terms you already recognise.

Can ChatGPT read my Chase UK account?

Yes. ChatGPT reads Chase through the same Era connection as Claude, so linking once covers both. Add Era as a connector in ChatGPT, approve the consent screen, and ask about your card spending, your round-ups or the balance of each saving pot.

Connect ChatGPT to your bank account shows the steps.

Does Chase work with Gemini?

Yes. Gemini can use Era as a connector and read the Chase account you share. It suits questions such as how your Chase spending compares across the last three months, or which subscriptions come out of the card each month. You can switch it off in Era whenever you like.

Does Chase work with Perplexity?

Yes. Perplexity can use Era as a connector, so it can pair its research with your Chase figures. You might ask it what a good saving rate looks like, and have it read what you actually put into your Chase pots each month.

Does Chase work with Grok?

Yes. Grok reads your Chase account through Era once you approve the consent screen. Add Era as a connector in Grok, accept the consent screen, and it can answer direct questions about your Chase transactions from what really happened, without any login details.

Does Chase work with Meta's Muse?

Yes. Meta's Muse can connect to Era and read the Chase account you have shared. You approve it on Era's consent screen, you can switch it off whenever you like, and your Chase connection stays in place. Muse sees only what you allow, and never your Chase passcode.

Does Chase work with Instinct?

Yes. Instinct connects to Era and reads your Chase account along with the rest, so a question about your round-ups or your subscriptions gets an answer from your real transactions. You approve access in the Chase app, so no assistant ever handles your login.

Questions to ask about your Chase money

  • "How much have my round-ups saved since I opened the account?"
  • "What did I spend on Chase last month, by category?"
  • "Which subscriptions are on my Chase card?"
  • "How does my Chase spending compare with my other accounts?"
  • "Am I saving more than I did six months ago?"

Does Chase UK have its own API or MCP server?

Chase UK supports open banking, which is how apps reach your account with your consent. It does not publish a ready-made connector for Claude or ChatGPT that a customer can add. Era supplies the connection: link Chase once, and every assistant you use reads it with your other accounts, with no code and no keys.

Is it safe to connect Chase UK?

You approve access in the Chase app and can withdraw it there at any time, and Era never sees your Chase login. Era encrypts your data with AES-256 at rest and TLS 1.3 in transit, never sells it, and no model provider trains on it. Era shows a Reconnect button when Chase asks you to confirm again.

If you would rather not connect, upload a Chase statement and Era fills a manual account from it. Does Claude support open banking in the UK? and can ChatGPT connect to my UK bank account? cover the wider picture, and Monzo and Starling work in the same way.

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