Solid Credit

Enables AI assistants to read a verified household financial record across linked accounts, including holdings, transactions, fees, performance, cash flow, advisors, diagnostics, and score findings. It can also refresh connections and manage manually tracked assets or liabilities inside the service, but cannot move money or place trades at financial institutions.

Enables read-only access to your own UK bank and card data via TrueLayer Open Banking, including accounts, cards, balances, transactions and pending transactions across multiple linked banks. It cannot move money, as only read scopes are ever requested.

Enables read-only access to a Fillfolio account's normalized portfolio data, including net worth, holdings with cost basis, cash and liabilities, activity, and exact asset details, plus optional bank spending summaries, transactions, and budgets for eligible accounts. Clients can query stored data only — they cannot trade, move money, modify holdings, or access credentials.

Enables read-only access to personal financial data and safe, audited classification-rule management via Claude Desktop.