Does your bank have an MCP server? Chase, Schwab, more
Does your bank have an MCP server? Schwab has promised one, Chase and Wells Fargo have none, and Era connects your banks to every assistant without waiting.
The MCP server, OAuth and API keys, and the tools agents can call.
Does your bank have an MCP server? Schwab has promised one, Chase and Wells Fargo have none, and Era connects your banks to every assistant without waiting.
YNAB MCP server options for Claude: how the community servers use your YNAB API key, what they can do, and how Era adds every account and every assistant.
Best MCP servers for personal finance in 2026: Era, PocketSmith, Finary, Wallet, Scalable Capital, Schwab and YNAB community servers compared on access.
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.
Server URL, transport, authentication, and every tool your assistant can call.
Era works with any MCP-compatible AI client — Claude, ChatGPT, OpenClaw, Gemini, and more. Switch anytime. Your data, rules, and memory stay with Era.
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.
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.