Ask your money in the chat
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Use MyTruv inside Claude.

Connect once. Claude thinks across your spending, income, and net worth, with every answer grounded in your real accounts.

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"Dig into my spending and find patterns I might not notice."

Claude is patient with nuance. Ask it to think, and it threads context across long answers.

Dig into my spending over the past year and find patterns I might not notice myself.
Pulled 12 months of transactions. Three patterns stand out:
1. Friday-night dining is a real line item. $2,840 across 47 Friday dinners, averaging $60 each. That's roughly $237/mo, more than your gym + Spotify + Netflix combined.
2. Subscription drift. You added 4 subscriptions in Q3 you haven't touched since: Notion ($10/mo), Disney+ ($14), an extra cloud-storage tier ($12), and a niche newsletter ($8). $44/mo of pure forgetting.
3. The "convenience tax" on groceries. Compared to your March-April baseline, your grocery delivery (Instacart + Whole Foods) is up 60%. In-store grocery spend is flat. The total monthly grocery bill is $180 higher mostly because of delivery fees and tips.
Want me to break any of these down by month, or compare against your income trend?

How it works

Set it up in 3 minutes.

Server URL 
https://api.mytruv.com/mcp
Step 01 of 05

Open Connectors settings

In Claude Desktop or Claude.ai, go to Settings → Connectors.

Step 02 of 05

Add a custom connector

Click Add custom connector at the bottom of the list.

Step 03 of 05

Enter the details

Set Name to MyTruv and paste the server URL above into Remote MCP server URL.

Step 04 of 05

Authorize

Click Add. A browser window opens so you can sign in with your MyTruv account and authorize access.

Step 05 of 05

Ask Claude

Once authorized, start a new chat and ask Claude to check your balances or pull recent transactions.

Built for the questions money actually asks.

It actually reasons over your money.

Most assistants summarize. Claude analyzes. Ask "why is my net worth flat despite the markets being up?" and it threads through contributions, transfers, and spending to find the real answer, not a generic platitude.

A long thread, not a one-shot.

Money decisions take 20 questions. Claude carries context across all of them, so by question 10 it still remembers you're saving for a house, that bonuses skew March, that you don't want to count rental income. Conversations get smarter, not flatter.

A Project that knows you.

Drop MyTruv into a Claude Project once. Every chat in that Project starts with your full financial picture loaded. It becomes the assistant that has been watching your money the whole time.

CFP-grade analysis, on demand.

Claude's long context lets it read a year of transactions in one pass. The kind of detailed, narrative analysis you'd pay a financial planner for, in plain English, on your couch, in two minutes.

Try these in Claude.

One click opens a fresh Claude chat. If MyTruv isn't connected yet, Claude walks you through setup before answering.

Snapshot

Give me a full financial snapshot: balances, net worth, and where my money went this month.

Open in Claude

Patterns

Dig into my spending over the past year and find patterns I might not notice myself.

Open in Claude

Subscriptions

What subscriptions and recurring bills am I paying for? Flag any I might be able to cut.

Open in Claude

Compare

Compare my spending this month vs last month by category.

Open in Claude

Pay

Show me my most recent pay stubs with gross, net, and deductions.

Open in Claude

Audit

Find all transactions over $500 in the last 90 days and tell me which look unusual.

Open in Claude

API surface

What Claude can see.

Ten read-only tools. Claude picks the right one for your question. You never call them directly.

10 tools
read_only
accountBalances()

// Current balances across every connected account, with totals by type.

balanceHistory()

// Assets, liabilities, and net worth over time (1M, 3M, 6M, 1Y, all).

connectedAccountsLookup()

// Every active link with provider, status, and metadata.

transactionHistory()

// Bank transactions across all accounts, anonymized descriptions, up to 365 days.

searchTransactions()

// Search by text, amount range, type, or category, with pagination.

recurringTransactions()

// Subscriptions, bills, and recurring income with frequency + next-expected dates.

spendingAnalysis()

// Breakdowns by category, merchant, or time period with trend comparisons.

incomeReport()

// All income from payroll and bank sources, tagged by data source.

getPayrollIncome()

// Pay-stub history for a specific employer.

getBankIncome()

// Bank-derived income analysis for a specific account.

Questions & Answers

Yes. MyTruv MCP is only available on the MyTruv Pro plan. Sign up or upgrade in Settings.

Yes. Both apps share the Connectors flow. Set it up once in either and it is available wherever you sign in.

Account balances, transaction history, spending breakdowns, recurring transactions, income from payroll and bank sources, and net worth over time. Read-only access. Claude cannot move money or change settings.

Open Settings → Connectors, find MyTruv, and remove it. You can also revoke access from your MyTruv account settings.

Yes. Add MyTruv to a Project and every chat inside that Project starts with access to your accounts. Great for ongoing budgets, monthly reviews, or year-end tax prep.

Make AI worry about your finances

Know what you're owed. Keep what you earn. See your net worth grow.