Ask your money in your agent
Codex Codex

Use MyTruv inside Codex.

The OpenAI Codex CLI supports MCP servers natively. One command, or one block in config.toml, and MyTruv tools are available in every Codex session.

Make Codex worry about your finances.

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

Codex-mytruv
>codex "Audit my finances. Find the leaks and rank them by ROI."
mytruv:balanceHistory(window=12mo)
+$24,180 over 12mo · $187,420 across 7 accounts
mytruv:incomeReport(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:recurringTransactions()
14 active · $312/mo · 4 unused 90d+
mytruv:transactionHistory(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 02

Register the MCP server

Two ways. Use whichever fits your workflow, they produce the same result.

Option A · CLI command

Run this in your terminal:

bash
codex mcp add mytruv-mcp --url https://api.mytruv.com/mcp
or

Option B · Edit ~/.codex/config.toml

Add this block to ~/.codex/config.toml, then restart Codex:

toml
[mcp_servers.mytruv-mcp]
url = "https://api.mytruv.com/mcp"
Step 02 of 02

Sign in once

On first use, Codex opens your browser to authorize access. After that, MyTruv tools are available in every Codex session.

An agent for your money, in the shell you live in.

A finance assistant in your shell.

`codex "audit Q3"` runs a real analysis in your terminal. No app, no dashboard, no tab switching. Your money is now another thing your shell can answer questions about.

Same MCP, swap the agent.

MyTruv MCP works in Codex the same way it works in Claude Code. Swap CLIs without losing your setup, your scripts, or your data. The agent is replaceable; the connection isn't.

Configurable from your dotfiles.

Commit the config.toml block once and any machine you log into has Codex + MyTruv ready. New laptop, fresh server, cloud sandbox. Your finance tools come with you.

Open source, all the way down.

Codex is open source. MyTruv MCP is the same server everyone else uses. Read the code, fork it, audit it before you trust it with your money. There is no black box.

Try these in Codex.

Codex calls MyTruv tools the same way Claude Code does, drop these in a session.

Audit

A Markdown audit of the last 90 days, written next to your code.

codex "Audit the last 90 days. Flag outliers, name root causes, and write spending-audit.md."

Subscriptions

Subscriptions you forgot, ranked by monthly waste.

codex "List active subs over $20/mo with last-used dates. Rank by monthly waste."

Income

Gross vs. net pay over time, charted in seconds.

codex "Pull my last 6 pay stubs. Chart gross vs net and call out tax-rate drift."

Net worth

Net-worth trend with the moves that changed it.

codex "Show my 12mo net-worth trend and break down the top 3 contributing changes."

API surface

What Codex can call.

Same ten read-only tools as every other MCP integration. Codex picks the right one per query.

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.

Codex reads ~/.codex/config.toml. Edit it directly if you prefer the file-first workflow, or commit it to dotfiles to share across machines.

Either. The codex CLI command writes the same config block the file edit produces. Pick whichever is faster for you.

Codex is open source at github.com/openai/codex. Install instructions are in the repo README.

Yes. The MCP server is shared infrastructure, both agents authorize independently, but you only need one MyTruv account.

Make AI worry about your finances

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