Aggregate every bank, brokerage, card, and loan into one secure endpoint — then let the AI you already trust read it. Net worth, capital gains, spending, tax prep: just ask. Powered by Plaid, served over MCP.
No data exports, no spreadsheets, no copy-pasting balances into a chat window. Link once, hand your agent a key, and ask away.
Connect banks, brokerages, credit cards, and loans through Plaid. Everything aggregates into one continuously-synced picture of your finances.
Generate a scoped access token in the Connect your AI tab and drop it into your agent's MCP config. One paste — done.
"What did I spend on travel last month?" "What are my realized gains this year?" Your AI answers from live, real data — not guesses.
Every capability is exposed as an MCP tool your agent can call directly — read-only by default.
Assets, liabilities, holdings breakdown, and performance over any range — at a glance or on demand.
Filter, search, tag, and annotate every transaction across accounts. Your agent does the digging.
FIFO realized gains, cost-basis overrides, and deductible tagging — tax season without the shoebox.
Ask where the money went by category, merchant, or month. Real numbers, instant answers.
Tell your agent to pull the latest from your institutions before it answers — always current.
Give accounts human nicknames; your agent uses them so its answers read like you talk.
The whole point is access without surrender. You decide which agents connect, what they can touch, and you cut them off in one click.
Agents see your data; they can't move money or change your accounts.
Mint a token per agent, see when each was last used, and revoke any of them instantly.
Credentials are handled by Plaid and stored encrypted. Your financial data never trains a model and is never sold.
Access is gated to approved accounts while we're early. No open sign-ups, no scraping.
You're always in control
Connect your accounts once and give your AI agent the full picture — securely, on your terms.
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