Claude · MCP

Connect Claude to your finances

Add 2Fin to Claude as a custom connector and Claude reads your categorised ledger: spending, bills, what is coming up and what looks deductible. It takes one URL and a sign-in, on the web, desktop and mobile apps alike.

Get 2Fin freeWhy a ledger

Set it up in four steps

  1. 01

    Create a free 2Fin account and add your transactions

    Connect a bank feed with your own key, upload a statement, or add a Google Sheets feed. Fin categorises each transaction as it arrives.

  2. 02

    Add a custom connector in Claude

    In Claude, open Settings, then Connectors, and add a custom connector named 2Fin with this URL:

    2Fin MCP server URL

    https://api.ai2fin.com/mcp
  3. 03

    Sign in to 2Fin and approve the access

    A 2Fin sign-in page opens. Sign in, read the consent screen — it names every permission the assistant asks for, including any access to change your records — and approve. To keep it read-only, approve only the read permissions.

  4. 04

    Ask Claude

    Turn the 2Fin connector on in a chat and ask in plain words, such as “What did I spend on software this quarter, and which of it looks deductible?”

Menus move between versions; Anthropic’s own guide has the current path: Anthropic: custom connectors using remote MCP. 2Fin MCP documentation

Using the 2Fin desktop app? Claude Desktop on the same computer can read the desktop ledger through its local MCP server instead, with nothing leaving the machine. The desktop app

Things to ask Claude

  • “What did I spend on eating out this year, month by month?”
  • “Which of this quarter’s purchases look deductible for my work?”
  • “What bills are due before my next pay, and will there be enough left?”
  • “How much GST is in my business spending this quarter?”

The permissions on the consent screen

  • read:transactionsRead your transactions, categories and what looks deductible
  • read:billsRead your bills, recurring payments and what is coming up
  • write:transactionsAdd transactions or change their category
  • write:billsAdd or change bills and money you expect to receive
  • write:expensesRecord an expense, such as one from a receipt
  • webhooks:manageSet up webhooks for a developer tool

Approve only the read permissions to keep Claude read-only. Bank connections are read-only either way, and emails, card and account numbers, phone numbers, tax file numbers and the names in person-to-person transfers are stripped before anything reaches the assistant.

Questions, answered

Connecting Claude to 2Fin

How do I connect Claude to my bank account through 2Fin?
Connect your bank to 2Fin with a read-only feed, then add 2Fin to Claude as a custom connector with the URL https://api.ai2fin.com/mcp. Claude reads the categorised transactions in your 2Fin ledger; it never sees your bank login.
Can I use this alongside Claude Personal Finance?
Yes. Claude Personal Finance analyses spending from accounts you link in Claude; the 2Fin connector adds a ledger that keeps your categories, rules and tax figures and works in every country.
Which 2Fin plan do I need to connect Claude?
Any plan. The MCP server Claude connects to is on the free plan, with no card and no time limit.
How do I disconnect Claude from 2Fin?
Remove the 2Fin connector in Claude, and revoke its access from your 2Fin account settings. Revoking in 2Fin stops it at once, whatever Claude still has saved.

Related

Ask Claude about your real money

Get 2Fin free