Enables Claude to interact with Solvent Personal Finance Manager through natural language to manage expenses, incomes, categories, and recurring transactions.
Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.
Provides read-only access to Tiller Money financial data in Google Sheets, enabling natural language queries for accounts, transactions, categories, and budgets through Claude Desktop.
Exposes SimpleFIN bank data (accounts and transactions) as tools for Claude Code, enabling users to connect to bank accounts, list balances, and fetch transactions.