MCP Integration

AI Assistant Access to Your Financial Data

Use Model Context Protocol to give AI assistants like Claude secure access to your Wallet data. Ask questions about your spending, analyze budgets, and get financial insights in natural language.

Natural Language
Read-only Access
Secure

How much did I spend on restaurants this month?

Based on your Wallet data, you spent $482.50 on restaurants this month across 12 transactions. This is 15% higher than last month.

What is MCP?

Model Context Protocol (MCP) is an open standard that allows AI assistants to securely connect to your data sources. With Wallet's MCP integration, you can ask Claude or other LLM clients about your finances using natural language.

Natural language queries about your spending
Automatic transaction categorization and analysis
Budget tracking and financial insights
Secure, read-only access to your data

Setting Up MCP

1

Get Your API Token

Generate a JWT token from your Wallet account settings. This token securely identifies you and provides access to your data only.

2

Configure Your MCP Client

Add Wallet MCP server to Claude Desktop or your preferred MCP client. You'll need to provide your API token for authentication.

3

Start Asking Questions

Ask your AI assistant about spending patterns, budgets, upcoming payments, or any financial question. The assistant will securely fetch your Wallet data to provide answers.

What You Can Do

How much did I spend on groceries last month?

Get instant analysis of your spending by category

Am I staying within my budget?

Check budget status and get alerts about overspending

What are my upcoming bills?

See all planned payments and their due dates

Show me my biggest expenses this year

Analyze spending patterns and find optimization opportunities

Security & Privacy

Read-only access - MCP cannot modify your data
JWT authentication with automatic expiration
Row-level security - access only your own data
Encrypted communication
Token revocation anytime from account settings

Ready to connect your AI assistant?

Start using MCP with Wallet today and unlock AI-powered financial insights.