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 UK bank have an MCP server? Monzo, Revolut
Does my UK bank have an MCP server? Monzo, Revolut, Starling and Barclays, plus how to connect any UK bank to ChatGPT or Claude through Era instead today.
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Is it safe to connect my UK bank to ChatGPT or Claude?
Is it safe to connect my UK bank to ChatGPT or Claude? Open banking, approval in your bank's app, who is liable, and how to disconnect any assistant fast.
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From the journal
108 articles
Connect Google Gemini to your UK bank accounts
Connect Gemini to your UK bank accounts with Era: link your bank through open banking, add Era's server in Gemini's settings, then ask about spending and bills.
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Actual Budget UK bank sync: your options (2026)
Actual Budget UK bank sync and Actual Budget Monzo: what the open source app can still do for UK banks, and an option that syncs through open banking.
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AI bank statement analyser: what it can tell you
An AI bank statement analyser that cites its sources: Era reads your UK statements, shows the page behind every figure and any assistant can answer from them.
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Connect Claude or ChatGPT to Barclays (2026)
Connect Barclays to Claude and ChatGPT through open banking. Your Barclays accounts and Barclaycard in one budgeting view, approved in the Barclays app.
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Find PayPal subscriptions and recurring payments
PayPal subscriptions and PayPal recurring payments: where to find them in your account, how to cancel them, and how to see them next to your bank payments.
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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.
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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.
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How to run a month-end close on your own money with Claude
Run a finance team's month-end close on your own money, with Claude working through Era Context: copyable prompts, from chart of accounts to reusable pack.
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Connect Instinct to your UK bank, no password
Connect Instinct to your UK bank without your password: link your accounts in Era, then give it an expiring Era API key. What to text it and how to cut it off.
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Connect Meta's Muse to your UK bank accounts
Connect Meta's Muse to your UK bank accounts with a Custom Connector and an Era API key: the request to send, the access to pick, and how to renew or revoke.
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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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Open-source AI wealth management: MCP and open banking
Is there open-source AI wealth management? Not yet, but open banking, MCP and the Era API give you the same freedom: your accounts, any AI client, no lock-in.
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