Ask Claude about your own financial life and get answers grounded in your real data.
Add Belvo as a connector and Claude can use your own financial information when you ask about your money. Get a clearer picture of where you stand, understand patterns you might not notice on your own, and think through decisions with answers based on your real numbers. Available for bank accounts and INSS records in Brazil, and SAT and IMSS records in Mexico.
Connect in minutes: add Belvo and link your first source.
Secure access: Belvo reads your data and can refresh your connections, but never moves money or changes your accounts.
You're in control: you decide what to connect and can disconnect anytime.
Tools
- fiscal_list_financial_statements
- fiscal_list_invoices
- fiscal_list_tax_compliance_status
- fiscal_list_tax_retentions
- fiscal_list_tax_returns
- fiscal_list_tax_status
- get_connection_link
- imss_list_current_employments
- imss_list_employment_records
- inss_list_employments
- inss_list_owners
- list_connections
- list_products
- open_finance_list_accounts
- open_finance_list_bills
- open_finance_list_investments
- open_finance_list_owners
- open_finance_list_transactions
- open_finance_search_transactions
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
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