Money FAQs

Question 1

What kinds of operations can I perform with Money?

Accepted Answer

You can execute read-only SQL queries to get insights like net worth or spending categories, and perform create, update, and delete operations on budgets, goals, and reminders. You can also sync fresh data from your bank accounts.

Question 2

Is my financial data secure with Money?

Accepted Answer

Yes, Money prioritizes security with features like secure user authentication, row-level security ensuring you can only access your own data, and robust privacy policies.

Question 3

How does Money connect to my bank accounts?

Accepted Answer

Money synchronizes your latest transactions and data from your connected bank accounts through a secure integration with Plaid, ensuring real-time and up-to-date financial information.

Question 4

How can I connect my AI assistant to Money?

Accepted Answer

You can connect your AI assistant, such as Claude.ai, as a connector using the provided server URL (https://money.parsons.ai/api/mcp). OAuth 2.1 will guide you through the secure sign-in process.

Question 5

What is Money and how does it help with finances?

Accepted Answer

Money is an MCP server that securely connects AI assistants to your personal financial data. It enables personalized management, real-time insights, budgeting, goal tracking, and financial analysis directly through your AI assistant.

Money

Key Features

Use Cases

Money

Key Features

Use Cases