Claude Code · MCP

Connect Claude Code to your finances

One command adds 2Fin’s MCP server to Claude Code. Then ask about tool costs, subscriptions and client income from the terminal, or have it record an expense while you work.

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 or upload a statement. Fin categorises each transaction as it arrives.

  2. 02

    Add the server

    Run this in your terminal:

    2Fin MCP server URL

    claude mcp add --transport http ai2fin https://api.ai2fin.com/mcp
  3. 03

    Sign in

    Start Claude Code, type /mcp, choose ai2fin and authenticate. A 2Fin sign-in page opens with the consent screen; approve only the read permissions to keep it read-only.

  4. 04

    Ask

    For example: “What did my developer tools cost this financial year, and which subscriptions went up?”

Menus move between versions; Anthropic’s own guide has the current path: Anthropic: connect Claude Code to tools via MCP. 2Fin MCP documentation

Things to ask Claude Code

  • “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 Code 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 Code to 2Fin

Which 2Fin plan do I need to connect Claude Code?
Any plan. The MCP server Claude Code connects to is on the free plan, with no card and no time limit.
How do I disconnect Claude Code from 2Fin?
Remove the 2Fin connector in Claude Code, and revoke its access from your 2Fin account settings. Revoking in 2Fin stops it at once, whatever Claude Code still has saved.

Related

Ask Claude Code about your real money

Get 2Fin free