Ask your money in your agent
Cursor Cursor

Use MyTruv inside Cursor.

Connect once. Cursor reads your accounts, spending, and income, then answers in the same chat where it writes your code.

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 · Cursor Settings

Open Cursor Settings → Tools & MCPs, click Add new MCP server, choose Streamable HTTP, paste the Server URL above, and save.

or

Option B · Edit ~/.cursor/mcp.json

Add this block to ~/.cursor/mcp.json, then restart Cursor:

json
{
  "mcpServers": {
    "mytruv-mcp": {
      "url": "https://api.mytruv.com/mcp"
    }
  }
}
Step 02 of 02

Sign in once

On first use, Cursor opens your browser to authorize MyTruv. After that, every chat in every project has tools available.

The editor that writes your code now knows your money.

Finance answers, in the chat panel.

Cmd+L, ask "what did I spend on AWS this quarter?", and Cursor calls MyTruv inline. Your finance dashboard is now a sidebar in the IDE you already use.

Two install paths.

Use the Settings UI for a one-time setup, or commit ~/.cursor/mcp.json to dotfiles so every machine you log into has Cursor + MyTruv ready.

Same MCP server as Claude Code and Codex.

One MyTruv connection works across Cursor, Claude Code, and Codex. Switch agents without re-configuring, the data and tools stay the same.

Per-project or global, your call.

Add MyTruv at the workspace level for a single repo, or globally so every Cursor window has it. Scope it to where it actually belongs.

Try these in Cursor.

Open the chat panel and ask. Cursor calls the right MyTruv tools automatically, no setup per prompt.

Audit

A Markdown audit of last month, written into your repo.

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

Subscriptions

The subscriptions you forgot, with cancel emails drafted.

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

Cash flow

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

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

Tax prep

Schedule A piles, output as CSV your accountant can open.

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

API surface

What Cursor can call.

Same ten read-only tools as every other MCP integration. Cursor 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.

Either. The UI writes the same config block as the file edit. Use the file if you want to commit it to dotfiles or share across machines.

Cursor reads ~/.cursor/mcp.json on macOS and Linux, %USERPROFILE%\.cursor\mcp.json on Windows.

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

Open Settings → Tools & MCPs, find MyTruv, and remove it. Or delete the entry from ~/.cursor/mcp.json. You can also revoke access from your MyTruv account settings.

Make AI worry about your finances

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