Connect Your Financial Data
Integrations & Developer Access
Access your Wallet data through MCP protocol for AI assistants or REST API for custom integrations with Excel, Power BI, and more.
MCP Integration
Use Model Context Protocol to let AI assistants like Claude and ChatGPT read and manage your financial data — with permissions you control.
- Connect with Claude Desktop, ChatGPT, and other AI assistants
- Natural language queries about your finances
- Read-only by default — writes are opt-in, per data type
- Real-time transaction and budget information
REST API
Direct API access to your transactions and financial documents. Perfect for Excel, Power BI, custom dashboards, and automation.
- RESTful API with JWT authentication
- Export transactions to Excel and Power BI
- Access budgets, accounts, and documents
- Build custom integrations and automations
What You Can Build
Excel Reports
Import your transactions into Excel for custom analysis, budgeting, and reporting.
AI Financial Assistant
Ask Claude or ChatGPT about your spending, budgets, and financial insights using natural language.
Power BI Dashboards
Create custom business intelligence dashboards with real-time financial data.
Custom Applications
Build your own financial apps, automation tools, or integrations with other services.
Ready to integrate?
Choose your integration method and start accessing your Wallet data today.