Connect AI2Fin to ChatGPT, Claude & More
Your real financial data, inside the assistant you already use. Ask about your spending, surface deductions, and get answers grounded in what you've actually spent — not a guess.
Ask anything about your finances
Plain-language questions. Real answers from your actual transactions.
Illustrative example. Answers come from your real AI2Fin transaction data.
Up and running in 3 steps
Under 5 minutes from sign-up to your first plain-language finance question.
Create your free AI2Fin account
Sign up in seconds. Connect your bank via a secure, read-only feed so Fin can see and categorise your transactions.
Get started free →Add the AI2Fin integration to your assistant
In Claude or Cursor, add the AI2Fin MCP server. For ChatGPT, connect via the AI2Fin plugin. Authorise read-only access — takes under a minute.
View integration docs →Ask questions about your real finances
Your assistant now has read access to your transaction data. Ask anything — spending by category, deduction candidates, period comparisons, cash flow patterns.
Supported platforms
Connect via MCP or the OpenAI plugin standard.
Connect via the MCP standard. Ask Anthropic's Claude about your real spending, deductions and financial patterns.
Connect via the AI2Fin plugin. Your OpenAI conversations gain read access to your categorised transactions and deductions.
Developers: connect AI2Fin via MCP in Cursor to query your tool costs, subscriptions, and freelance income from the editor.
More integrations coming. The MCP ecosystem is growing fast — any MCP-compatible tool will be able to connect to AI2Fin.
Why this matters for your finances
Most people query their finances reactively — log in, find the report, export, interpret. When your assistant can read your real data, the answer is in the conversation.
Deductions you would have missed
Ask "what software am I subscribed to that might be deductible?" and get an answer from real transactions — not a generic checklist.
Period-over-period in seconds
"Am I spending more this quarter than last?" is one question, not a 5-step report-export cycle.
Context your accountant can use
Generate a plain-English expense summary for your accountant without touching a spreadsheet.
The future of financial tooling
MCP connects your money to the tools you already use daily. AI2Fin is built for this from the ground up.
Common questions about AI2Fin integrations
What is the AI2Fin MCP integration?
MCP (Model Context Protocol) is an open standard that lets assistants like Claude and Cursor securely read data from external tools. The AI2Fin MCP server gives your assistant read access to your real transaction data — categories, deductions, spending patterns — so it can answer questions about your actual finances, not a generic dataset.
How does the ChatGPT connection work?
AI2Fin supports the OpenAI plugin OAuth standard. Connect through the AI2Fin integration in ChatGPT and authorise read access. Your transactions, categories and deduction data become available inside your ChatGPT conversation.
Is my banking data safe?
Yes. AI2Fin uses read-only bank connections — your credentials are never stored and nothing can be moved or transacted. The MCP integration gives connected assistants the same read-only access. You can revoke access from AI2Fin account settings at any time.
What kind of questions can I ask?
Anything grounded in your transaction data: spending by category, period-over-period comparisons, potential tax deductions, subscription tracking, cash flow patterns, and more. Your assistant answers using your real data — not guesses.
Which tools does AI2Fin connect to?
Claude and Cursor via the MCP standard; ChatGPT via the AI2Fin OpenAI plugin. More integrations are planned as the MCP ecosystem grows.
Your finances, answerable — free
Start with a free AI2Fin account, connect your bank, and ask your first question inside ChatGPT or Claude in minutes.
Get AI2Fin free →Also explore all features, freelancers, or sole traders.