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
How to use Claude Personal Finance with any bank
How to use Claude Personal Finance with any bank: Anthropic's Claude finance links US banks only, so Era adds the rest, from 40+ countries to your statements.
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.
What is Era Context? One hub for every AI assistant
What is Era Context? It links your banks to Claude, ChatGPT, Gemini and any MCP assistant, so each one shares your accounts, memory and financial health.
Connect your AI assistant
Can Claude give financial advice? What it can do
Can Claude give financial advice? What it does well with your money, what Anthropic says Claude Personal Finance is not designed for, and how to use it safely.
Connect Venmo to Claude or ChatGPT (2026)
Connect Venmo to ChatGPT, Claude or any AI assistant with Era: see every Venmo payment beside your bank and cards, and ask about it all in plain words.
Connect Cash App to Claude or ChatGPT (2026)
Connect Cash App to ChatGPT, Claude or any AI assistant with Era: see your Cash Card spending and payments beside your bank, and ask about them in plain words.
Which AI assistants can connect to your bank?
Which AI assistants can connect to your bank? Claude, ChatGPT, Gemini, Perplexity, Grok and Muse compared by route, with one Era hub that links them all.
Connect PayPal to Claude or ChatGPT (2026)
Connect PayPal to ChatGPT, Claude or any AI assistant with Era: bring your US PayPal accounts into one hub and ask about subscriptions, purchases and balances.
Connect Perplexity to your bank accounts
Connect Perplexity to your bank accounts with Era's official connector on plans that support custom connectors, then ask about balances, spending and financial health.
Connect Robinhood to Claude or ChatGPT (2026)
Connect Robinhood to ChatGPT, Claude or any AI assistant with Era: bring your holdings, cost basis and tax lots into one hub and ask about your portfolio.
How to connect Grok to your bank accounts
Connect Grok to your bank accounts with Era: add Era's server address or use an Era API key, then ask Grok about balances, spending and your financial health.
Connect Wise to Claude or ChatGPT (2026)
Connect Wise to ChatGPT, Claude or any AI assistant with Era: see your multi-currency balances and transfers beside your US bank accounts and your cards.
Connect Chime to Claude or ChatGPT (2026)
Connect Chime to ChatGPT, Claude or any AI assistant with Era: bring your everyday account, SpotMe and savings into one hub that every assistant can read.
Connect Revolut to Claude or ChatGPT (2026)
Connect Revolut to ChatGPT, Claude or any AI assistant with Era: bring your US Revolut accounts and Vaults into one hub that every assistant can read.
Connect Google Gemini to your bank accounts
Connect Gemini to your bank accounts with Era: add Era's server in Gemini's settings, approve access, then ask about balances, spending and financial health.
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
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 bank account (2026)
Connect ChatGPT to your bank accounts using Era Context and MCP. See balances, analyze spending, and talk to your money in natural language.
How to connect Claude to your bank account (2026)
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 and start budgeting
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.