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Connect MoneyLoop to AI

MoneyLoop MCP

Connect your account to the AI tool you already use, then ask it about your money or have it add and fix things for you.

What is MoneyLoop MCP?

MoneyLoop MCP connects your MoneyLoop account to the AI tool you already use, such as Claude, ChatGPT or Gemini. Once connected, your tool answers questions about your spending, budgets and net worth from your real data, or adds a transaction or fixes a category when you ask. Deletes and bulk changes wait for your confirmation, and you can disconnect any tool at any time.

Works withClaudeChatGPTGeminiCursorGrokand any tool that supports MCP

Ask about your money

Where your salary went, what's left in your budgets, what you're worth: your tool answers from your real MoneyLoop data.

Add and fix things by chatting

Log a payment, fix the category of dozens of transactions at once, or set up a new budget, in one sentence.

You stay in charge

Nothing is deleted or changed in bulk until you confirm it, and every change is logged in the app.

Your whole account, within reach

Transactions

Search, add, edit and categorise, up to 500 at once.

Accounts & net worth

Your balances, net worth, investments and assets.

Budgets

Create a budget, change its limit, see what's left.

Recurring payments

Subscriptions and installments, what's due and what's paid.

Debts

What you're owed and what you owe, every payment.

Split bills

Start a split, mark who paid, then close it.

Categories

Add your own categories or edit them.

Spending summary

Where it went, and how it changed month to month.

Connect it in four steps

  1. 1Open MoneyLoop MCPFrom Account in the app.
  2. 2Copy the linkTap Copy the link, or copy it from here.
  3. 3Add it to your toolAdd a custom connector in your AI tool and paste the link.
  4. 4Sign in and allow accessWith your MoneyLoop account.
MoneyLoop MCPOne link for every tool
Connection link
https://moneyloop.co/connect

Your data, under your control

  • Each connected tool shows its access level: it can see your data, or see and change it.
  • Deletes and bulk edits wait until you confirm them in the chat.
  • Everything your tools change shows up in “Changes made by your AI tools” in the app.
  • If something goes wrong, ask the same tool to undo it within 30 days.
  • Disconnect any tool at any time, and it loses access to your data within a minute.

Only connect tools you trust.

Want more detail?

Step-by-step screens, what you see once connected, and fixes for common problems are in the help center.

Read the full guide