What is Finsplore Connect?
Coming soon. How Finsplore Connect will let an AI assistant read your Finsplore data and suggest changes, and what it will and will not be able to do.
Coming soon
Finsplore Connect will let an AI assistant you already use, such as ChatGPT, Gemini, Perplexity, Copilot, Claude or any MCP assistant, work with your Finsplore data. You'll ask the assistant a question in its own app, and it will look up the answer in your Finsplore account.
Finsplore Connect is separate from Ask Finsplore, the assistant inside Finsplore. Connect will be for assistants that live in other apps.
How it will work
- You'll add Finsplore to your assistant, using the address
https://api.finsplore.io/mcp(available when Finsplore Connect launches). - Finsplore will ask you to sign in and choose what the assistant may do.
- The assistant will then be able to do only what you allowed, and every request will be recorded where you can see it.
Any assistant that supports the Model Context Protocol (MCP) will be able to connect. This is the standard most AI apps now use to connect to other services.
What an assistant can do
What it can do will depend on the permissions you choose when you connect it:
| Permission on the screen | What it allows |
|---|---|
| See your finances | Read your accounts, transactions, budgets, goals and net worth. This one is always included. |
| Make changes for you | Suggest new or updated budgets and goals, import transactions from text, and edit transactions you already have. |
| Delete things | Suggest deleting goals, transactions and similar. Every deletion still waits for your approval. |
| Remember notes | Save and read short notes, so every app you connect knows your preferences. |
An assistant will be able to read data, such as "What did I spend on groceries last month?". It can also suggest a change, such as "Create a $400 monthly grocery budget".
Changes wait for you
When an assistant suggests a change, nothing will happen yet. Finsplore will hold the suggestion until you approve it. You'll approve or reject it in Finsplore. See Approve or reject changes an assistant suggests.
When you connect an assistant that can make changes, you'll also see Require my approval for every change, which will be on by default. If you turn it off, everyday changes to a single item, such as editing one existing transaction, will run straight away. Bigger changes will still wait for you in Finsplore. This includes deleting things, changing many items at once, and creating or changing accounts.
Finsplore has no way for an assistant to delete your account or erase all your data. Finsplore still cannot move your money. See Can Finsplore move my money?
What an assistant cannot do
- Move money or make payments.
- Delete your account or erase your data.
- Read bank data that came to Finsplore through the Consumer Data Right. That data is not shared with assistants. See What Finsplore Connect shares.
- See anything you did not allow, or anything belonging to another person.
- Keep working after you disconnect it. Disconnecting stops it on its very next request.
Before you start
When Connect is available, it will be its own section in the website menu, under Assistant, not in Settings. In the app, it will be under Settings and then Connected AI. Connect will appear only once it is available for your account. If you cannot see it, it is not turned on for you yet.
What is in Connect
On the website, Connect will have these tabs:
| Tab | What it is for |
|---|---|
| Overview | A quick look at today's calls, errors and anything waiting for you. |
| Usage | How many calls your assistants made. See Usage and limits. |
| Activity | Every request an assistant made, grouped or one by one. |
| Apps | The assistants you connected, with a button to disconnect each one. |
| Approvals | Changes waiting for you to approve or reject. |
| Access tokens | Passwords for tools that cannot sign in through a browser. |
| Plan & billing | Your monthly allowance and spend limit. |
| Setup guides | Step-by-step help for each assistant. |
Related articles
- Connect ChatGPT to Finsplore
- Connect Claude to Finsplore
- Connect other AI assistants
- Usage and limits
- What Finsplore Connect shares
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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.
Connect ChatGPT to Finsplore
How you will add Finsplore to ChatGPT as a custom connector when Finsplore Connect launches, and what to check first.