Web app
Open your avatar → Settings → Connected AI assistants.
FINANCEIA · AI CONNECTION GUIDE
Connect Financeia to ChatGPT, Gemini and Claude
From your first connection to an approved transaction: choose what to share, ask about your records and review every proposed change.
Production MCP server URL
https://api.financeia.app/mcpChoose OAuth. No provider API key is needed. Availability depends on your assistant’s account, region and workspace policies; interfaces may change.
Start with the right account and profile
Sign in to Financeia and synchronize your records. AI connections are included in every plan and stay off until you consent.
Enable Connected AI assistants, read every consent statement and confirm with your current password.
Share only the Personal or Joint profiles you intend. Read permission enables reports; propose permission also sends suggestions to AI review. Joint access never exceeds your own permissions.
Mobile app
Open your avatar → Settings → Security preferences → Connected AI assistants. Enable the switch and review the consent sheet.
ChatGPT
Add a custom MCP plugin in ChatGPT
Use ChatGPT on the web in a workspace that permits custom MCP servers.
Open Plugins → Add (+) → Add custom MCP server. Older interfaces may place this under Apps or Developer mode.
Name it Financeia, enter the production URL above and select OAuth. Leave client credentials blank unless Financeia issued them to your organization.
Read the notice, acknowledge it and choose Create as a plugin, then Install/Connect. Complete Financeia authorization below.
Start a fresh chat. Type @, select Financeia and ask it to list the profiles you shared. Check the intended account before continuing.
Gemini
Create a custom app in Gemini
Google currently specifies an eligible adult personal account in the US, English and Keep Activity enabled. A subscription alone does not guarantee access; check Google’s current requirements.
Open Customize → Connectors, or Settings → Personal Intelligence → Connected Apps.
Select Create custom app, enter the production MCP URL and choose Next.
Review Google’s notices, continue with account linking and complete Financeia authorization below.
In a fresh chat, type @ and select Financeia. Ask for your shared profiles. If custom apps are missing, consult Google’s eligibility guidance.
Claude
Add a remote connector in Claude
A Team/Enterprise organization owner may need to add the connector first; each member then authorizes their own Financeia account.
Open Customize → Connectors → Add → Add custom connector. Owners can also use Organization settings → Connectors.
Enter Financeia and the production MCP URL, then Continue.
Choose Sign in now. Use Claude’s supported published identity or automatic registration; do not select No sign-in or paste a bearer token. Add → Connect.
Complete Financeia authorization below. Enable Financeia in the chat’s connectors/tools menu, then ask for your shared profiles in a new conversation.
Turn a suggestion into a confirmed record
Fictional example prompt
In my Personal profile, propose a USD 25 expense from Everyday checking, category Food & groceries, on 21 October 2026, description ‘Guide demo lunch’. Ask about missing details. Submit it once for review.
First ask the assistant to find the exact profile, account and category and confirm currency, date and time zone. It should ask about missing facts.
Inspect the provider’s tool payload before allowing a proposal. A proposal does not post a transaction or change your balance.
Open AI review in Financeia on web or mobile, select the correct profile and check amount, account, currency, date, category, description and duplicate warnings. Approve the exact reviewed version, edit and review again, or decline. Check your selection before bulk approval.
Wait for confirmation. After an interruption, use get_proposal_status or get_batch_status and verify the transaction through search/detail before retrying. Never resubmit an uncertain batch.
At least three suspected duplicates within 30 seconds can trigger an advisory warning. The assistant should check repeated submissions; the warning does not automatically reject them.
Every supported action
All 58 tools, with permissions and input fields. Technical identifiers stay unchanged to match actual tool calls.
Start with list_profiles, then pass the selected profile_id. Use get_capabilities, get_profile_context and get_data_completeness for supported workflows, time zone, currencies and coverage.
Complete JSON Schema reference (technical contract)
Shared profiles and permissionslist_profilesRead / simulate
Permission: financeia:read
Inputs: None
Find permitted accountsfind_accountsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), query, include_inactive, offset
Find categoriesfind_categoriesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), kind, query, offset
Find investment holdingsfind_holdingsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), query, offset
Find propertiesfind_propertiesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), query, offset
Find financial instrumentsfind_instrumentsRead / simulate
Permission: financeia:read
Inputs: query (required)
Financial position snapshotget_financial_snapshotRead / simulate
Permission: financeia:read
Inputs: profile_id (required), currency
Spending by category and periodget_spending_summaryRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start (required), period_end (required), currency
Cash-flow summaryget_cashflow_summaryRead / simulate
Permission: financeia:read
Inputs: profile_id (required), months, currency
Emergency-fund runwayget_emergency_runwayRead / simulate
Permission: financeia:read
Inputs: profile_id (required), currency
Simulate a purchase without postingsimulate_purchase_impactRead / simulate
Permission: financeia:read
Inputs: profile_id (required), amount (required), currency (required)
Search posted transactionssearch_transactionsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start, period_end, text, category_id, account_id, limit, cursor
Account balances and summaryget_account_summaryRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit
Investment holdings summaryget_holdings_summaryRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit
Property summaryget_property_summaryRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit
Data coverage and qualityget_data_completenessRead / simulate
Permission: financeia:read
Inputs: profile_id (required)
Propose transactionspropose_transactionsPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), items (required)
Propose a transaction correctionpropose_correctionPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), correction (required)
Propose a categorypropose_categoryPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), category (required)
Propose an accountpropose_accountPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), account (required)
Propose an investment holdingpropose_holdingPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), holding (required)
Propose a propertypropose_propertyPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), property (required)
Propose account display orderpropose_account_orderPropose for review
Permission: financeia:propose
Inputs: profile_id (required), request_summary (required), order (required)
Proposal statusget_proposal_statusRead / simulate
Permission: financeia:read
Inputs: profile_id (required), proposal_id (required)
Batch statusget_batch_statusRead / simulate
Permission: financeia:read
Inputs: profile_id (required), batch_id (required)
Entities and their identifiersfind_entitiesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Configured category budgetslist_budget_categoriesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Saved historical budget snapshotslist_budget_snapshotsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Planned and recurring eventslist_planned_eventsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Savings goals and earmarkslist_savings_goalsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Debt plans and assumptionslist_debt_plansRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Saved entry templateslist_entry_templatesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Merchant-name matching ruleslist_merchant_aliasesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Configured spending watchlistslist_spending_watchlistsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Saved report definitionslist_saved_reportsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Report schedules without executionlist_report_schedulesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit, expected_version, query
Available capabilitiesget_capabilitiesRead / simulate
Permission: financeia:read
Inputs: profile_id (required)
Profile time zone and currenciesget_profile_contextRead / simulate
Permission: financeia:read
Inputs: profile_id (required)
Financial calendarget_finance_calendarRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start (required), period_end (required)
Planned event occurrencesget_planned_occurrencesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start (required), period_end (required), series_id
Entity performanceget_entity_performanceRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start (required), period_end (required), currency, entity_code (required)
Budget cycle reviewget_budget_period_reviewRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start (required), period_end (required)
Budget cycle historylist_budget_period_historyRead / simulate
Permission: financeia:read
Inputs: profile_id (required), offset, limit
Transaction detailsget_transaction_detailRead / simulate
Permission: financeia:read
Inputs: profile_id (required), event_id (required)
Transaction change historyget_transaction_historyRead / simulate
Permission: financeia:read
Inputs: profile_id (required), event_id (required), cursor
Transaction allocationsget_transaction_allocationsRead / simulate
Permission: financeia:read
Inputs: profile_id (required), event_id (required)
Posted account balance historyget_account_balance_historyRead / simulate
Permission: financeia:read
Inputs: profile_id (required), account_id (required), months, through
Holding valuation historyget_holding_valuation_historyRead / simulate
Permission: financeia:read
Inputs: profile_id (required), holding_id (required), offset, limit, expected_version
Investment holding detailsget_holding_detailRead / simulate
Permission: financeia:read
Inputs: profile_id (required), holding_id (required)
Property detailsget_property_detailRead / simulate
Permission: financeia:read
Inputs: profile_id (required), property_id (required)
Property valuation historyget_property_valuation_historyRead / simulate
Permission: financeia:read
Inputs: profile_id (required), property_id (required), offset, limit, expected_version
Transaction review queueget_transaction_review_queueRead / simulate
Permission: financeia:read
Inputs: profile_id (required), query
Spending watchlist progressget_spending_watchlist_progressRead / simulate
Permission: financeia:read
Inputs: profile_id (required)
Notification preferencesget_notification_preferencesRead / simulate
Permission: financeia:read
Inputs: profile_id (required)
Reporting exchange ratesget_reporting_ratesRead / simulate
Permission: financeia:read
Inputs: profile_id (required), currency
Saved Books searchesget_saved_book_searchesRead / simulate
Permission: financeia:read
Inputs: profile_id (required)
Evidence behind portfolio valuesget_portfolio_evidenceRead / simulate
Permission: financeia:read
Inputs: profile_id (required), period_start (required), period_end (required), currency
Read each result in context
Preserve period, currency, observation dates, revision and data-quality metadata. Follow pagination; transaction search returns at most 25 records per page. Restart consistently if the revision changes. Missing values are not zero. Saved budget snapshots are historical evidence. Assistant explanations are not professional financial advice.
Help, recovery and control
The custom connector option is missing
Check the provider’s plan, region, language and workspace policies. A team owner may need to add it; use the official instructions above.
The security check is unavailable
Reload Financeia’s sign-in tab and let Cloudflare’s normal check finish. Check connectivity and content blockers. If it persists, contact support with the time and error; do not bypass verification.
The assistant sees the wrong profile or no data
Ask for list_profiles. Check your Financeia account, selected profiles, synchronization and data completeness. Start Connect again if authorization expired.
A proposal appears twice
Check proposal/batch status and AI review first. Inspect duplicate warnings and decline unwanted pending suggestions; do not resend blindly.
Disconnect or reduce access
In Financeia Settings → Connected AI assistants, revoke the connection, remove a shared profile or disable AI connections. Also remove/disconnect it in the provider. Future access stops; information already sent is not erased.
Which environment should I use?
This guide uses production. Staging has separate accounts and access controls. Never share private records with a test connection by mistake.