Connect Moneytree to Claude to bring all your finances into one place, ready to explore by asking.
- Track spending and save: See exactly where your money goes across every account, and cut back on what you don't need.
- Plan ahead with confidence: Know whether you're on track to stay financially healthy, and prepare for the milestones that matter, from marriage to kids to retirement.
- Make the most of your investments: See how your portfolio is performing, then explore how rebalancing could change your risk and return.
- Keep sight of the whole picture: Never miss the small things, like a subscription that quietly gets more expensive over time.
Herramientas
- list-accounts
- list-balances
- list-categories
- list-institutions
- list-investments
- list-transactions
- list-unusual-transactions
- list-utilities-insights
Usa solo conectores de desarrolladores en los que confíes. Anthropic no controla qué herramientas ponen a disposición los desarrolladores y no puede verificar que funcionen según lo previsto ni que no vayan a cambiar.
Conectores relacionados
Inspect autonomous payments before execution and independently verify evidence afterward.
(Beta) Categorize bank transactions, reconcile accounts, send invoices, and run reports with Quickbooks in Claude.
Herramientas de procesamiento de pagos e infraestructura financiera
Conecta Claude con los datos de NetSuite para análisis e insights
Less time searching. More time focused on your clients. For professional use only.
Finanzas empresariales simplificadas