Era Context

Manage your personal finances using Claude

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Era Context is a secure place to manage your finances. Set up automations, fix overspending, figure out your portfolio, or tell Claude a goal and get your full financial life in context.

Tools

  • accounts__check_account_balance
  • accounts__list_financial_accounts
  • billing__get_current_plan
  • billing__list_plans
  • billing__upgrade
  • connections__connect_bank_account
  • insights__analyze_spending
  • insights__compare_spending_periods
  • insights__forecast_spending
  • insights__get_cash_flow
  • insights__get_daily_financial_summary
  • knowledge__confirm_or_reject_inference
  • knowledge__defer_question
  • knowledge__forget
  • knowledge__get_financial_context_and_overview
  • knowledge__get_pending_questions
  • knowledge__recall_history
  • knowledge__remember
  • knowledge__show_question_ui
  • transactions__list_recurring_charges
  • transactions__list_spending_categories
  • transactions__list_transactions
  • transactions__manage_automation_rules
  • transactions__manage_transaction_tags

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