Ask your money in your agent
Claude Code Claude Code

Use MyTruv inside Claude Code.

Claude Code adds MCP servers with a single command. One run, one OAuth, MyTruv tools live in every session. Script your finances alongside your code.

Get started

Make Claude Code worry about your finances.

Ask once. Claude pulls accounts, income, spending, subs and savings, ranks the leaks, and tells you exactly what to fix first.

-mytruv
>Audit my finances. Find the leaks and rank them by ROI.
⏺mytruv:netWorth(window=12mo)
✓+$24,180 over 12mo · $187,420 across 7 accounts
⏺mytruv:incomeAnalysis(period=ytd)
✓$128,400 gross · stable · 1 employer
⏺mytruv:spendingAnalysis(period=90d)
✓$14,210 over 421 tx · burn $4,737/mo · +9% vs Q1
⏺mytruv:subscriptions()
✓14 active · $312/mo · 4 unused 90d+
⏺mytruv:cashflow(window=6mo)
✓$42K idle in checking · 0.01% APY
Top leaks, ranked by ROI
1. Move $35K idle → HYSA at 4.2%: +$1,470/yr
2. Cancel 4 unused subs (HBO, Adobe, NYT, Strava): +$89/mo
3. Trim dining out (+22% vs Q1): +$150/mo
Net effect: +$4,338/yr without changing your lifestyle.
>

How it works

Set it up in 3 minutes.

Server URL 
https://api.mytruv.com/mcp
Step 01 of 04

Add the MCP server

Run this in your terminal:

bash 
claude mcp add --transport http mytruv-mcp https://api.mytruv.com/mcp
Step 02 of 04

Authorize in your browser

Claude Code opens your browser so you can sign in to MyTruv and authorize access. The token is stored in Claude Code's credentials store. No further setup.

Step 03 of 04

Verify the server is registered

Run this to confirm the server is registered:

bash 
claude mcp list
Step 04 of 04

Ask Claude in any session

Start a fresh session and ask "What did I spend last month?" Claude picks the right MyTruv tool, calls it, and answers with real numbers.

Treat your finances like a system, not a chore.

Your finances become code-shaped.

Tax prep, budget reports, cash-flow projections, the things you used to do in spreadsheets are now Markdown files generated by a script. Re-run anytime. Diff between months. Commit the artifacts to a repo.

Multi-step audits, automatically chained.

Real questions need 5 tool calls in a row. "Find leaks ranked by ROI" touches accounts, income, spending, subs, and savings. Claude Code chains them and returns one ranked answer, not five tabs.

Set it once, runs everywhere.

Add MyTruv to your global config and every Claude Code session has it: laptop, server, CI runner, cron job. Your finance assistant is now wherever your shell is.

From "I should check" to "it ran while I slept."

Schedule a Sunday audit. Auto-draft your tax letter every April. Refresh your investing thesis every quarter. The thing you kept putting off becomes a job that runs without you.

Try these in Claude Code.

Drop these into a Claude Code session. Claude calls the right MyTruv tools automatically.

Audit

A Markdown report of last month, with leaks called out by name. 

Audit last month's spending. Flag outliers, name root causes, and write spending-audit.md.

Subscriptions

Every subscription you forgot, plus draft cancel emails. 

List recurring charges over $20/mo I haven't used in 60 days. Draft a cancel email per vendor.

Tax prep

Pre-sorted Schedule A piles, ready for your accountant. 

Find tax-deductible transactions from last year, group them into Schedule A categories, and output a CSV.

Cash flow

Next month's cash flow, projected from real recurring patterns. 

Project next month's cash flow from recurring inflows and outflows. Flag any week the balance drops below $500.

Diff

A QoQ spending diff written to a file you can review later. 

Compare this quarter to last by category. Write the diff to spending-diff.md with a one-line summary per category.

API surface

What Claude Code can call.

Ten read-only tools. Claude decides which to call based on what you ask, no manual invocation.

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. Once registered, the MCP server is available globally, every new Claude Code session has MyTruv tools without re-authenticating.

Run `claude mcp remove mytruv-mcp` to deregister the server.

Yes. MyTruv MCP cannot modify your accounts, create transactions, or change any settings. Claude can only read.

Yes, Claude Code supports per-project MCP server configuration. Add MyTruv at the project level instead of globally if you only want it active in certain repos.

Make AI worry about your finances

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