Connect AI assistants
Coming soon. Finsplore Connect will let an AI assistant you already use read your Finsplore data and suggest changes, with your approval.
Coming soon
Finsplore Connect is coming soon. This guide explains how it will work. It isn't available to use yet.
Finsplore Connect will let assistants such as ChatGPT, Gemini, Perplexity, Copilot, Claude or any MCP assistant work with your Finsplore data. You'll choose what each one can do, approve the changes it suggests, and be able to disconnect it at any time.
Designed to work with
- ChatGPT
- Gemini CLI
- Perplexity
- GitHub Copilot in VS Code
- Claude
- Cursor
- Codex
- Any MCP client
These are the assistants we checked Connect against. Names and logos belong to their owners. Their appearance here does not mean they endorse Finsplore.
Connect an assistant
- Connect ChatGPT to FinsploreHow you will add Finsplore to ChatGPT as a custom connector when Finsplore Connect launches, and what to check first.
- Connect Claude to FinsploreHow you will add Finsplore to Claude on the web, in the desktop app, or in Claude Code when Finsplore Connect launches.
- Connect other AI assistantsHow you will add Finsplore to Gemini CLI, Perplexity, VS Code with GitHub Copilot, Cursor, Codex or any other assistant that supports MCP when Finsplore Connect launches.
- Create an access tokenMake a personal access token for an assistant or tool that cannot sign in through your browser.
Stay in control
- Approve or reject changes an assistant suggestsReview a change an AI assistant has proposed, then approve it or reject it in Finsplore.
- See activity and disconnect an assistantSee what each connected assistant has done in Finsplore, and cut one off when you want to.
- Usage and limitsSee how many calls your connected assistants make, what counts as a call, your monthly allowance and the spend limit.
- What Finsplore Connect sharesWhat an AI assistant can see when you connect it, where your data goes, and what is never shared.