WealthTools MCP

Ask for a mortgage payment breakdown, credit card payoff timeline, investment growth projection, or full net worth calculation — no spreadsheet required.

Create a budget, add or rename categories, and adjust amounts just by describing what you want.

Say "I spent 20 bucks this week on eating out" and it records the expense and tells you what's left in that category.

The AI only ever acts on your own WealthTools account, using the same secure sign-in you already use to log in.
- 1 Open Claude Desktop and go to Settings → Connectors.
- 2 Click "Add custom connector", name it "WealthTools", and paste this as the server URL:https://wealth-tools.com/mcpCopy
- 3 Click Connect. Claude will open your browser to sign you into WealthTools.
- 4 Log in (or create a free account) and approve the connection.
- 5 That's it — ask Claude to check your budget or run a calculation.
- 1 Open ChatGPT and go to Settings → Plugins. If you don't see this option, enable Developer Mode first.
- 2 Choose to add a new plugin, name it "WealthTools", and paste this as the server URL:https://wealth-tools.com/mcpCopy
- 3 Confirm the connection. ChatGPT will open your browser to sign you into WealthTools.
- 4 Log in (or create a free account) and approve the connection.
- 5 That's it — ask ChatGPT to check your budget or run a calculation.

Your data stays yours. Connecting uses a secure sign-in (OAuth) — you approve access by logging into your own WealthTools account, the AI can only act as you, and you can revoke access at any time. No API keys or manual configuration required.

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