Use Claude with your money: connect your bank today
Link your banks and cards to Claude, then have it categorize, tag and set rules on your real transactions: the setup, each plan's access, and what to ask first.
Getting started
Set up your account, connect a bank, and get your first answer.
Start here
Claude for personal finance: how to use Claude as your financial AI
Claude becomes a financial AI once it connects to Era Context via MCP — real-time balances, spending analysis, and portable memory that also works in ChatGPT.
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.
Introducing Era: AI-native personal finance via MCP
Era connects your bank accounts to any AI agent via the Model Context Protocol. Get insights, automate your finances, and let any MCP-compatible AI assistant manage your money securely.
Connect your AI assistant
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.
How to connect Meta's Muse to your bank accounts
Give Meta's Muse your real balances and transactions with a Custom Connector and an Era API key: the request to send, the access to pick, and key renewal.
How to text your AI about your money with Poke and Era
Connect Era Context to Poke and ask about your finances over text. Real bank data, real answers, no app-switching — just send a message.
Connect any AI agent to your bank accounts
Connect Claude, ChatGPT, Cursor, Muse, Instinct or any MCP client to your bank accounts through Era: one setup, the same accounts, rules and memory everywhere.
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.
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.
Accounts and connections
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.
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.