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by KeenEthics
MoneyCoach icon

MoneyCoach

By MoneyCoach.ai

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Overview

Securely connect your bank accounts in the EU and US with MoneyCoach. Then ask Claude about your own spending, bills, budgets and net worth. Connect your MoneyCoach account and ask: • How much did I spend on groceries last month? • What bills are due in the next two weeks? • Am I on track with my holiday savings goal? • What's my net worth? Claude answers from a read-only copy of your MoneyCoach data. It can't add, change or delete anything, and it can't move money. You choose whether payee names and descriptions are shared; both are off by default. Your cloud copy is stored in Germany. You can delete it and disconnect all assistants at any time from the MoneyCoach app. Requires the MoneyCoach app, a MoneyCoach account, and MoneyCoach Cloud turned on. MoneyCoach gives information, not financial advice.

Tools

get_account_details

Claude

get_budget_details

Claude

get_cash_flow

Claude

get_goal_details

Claude

get_net_worth

Claude

get_spending_summary

Claude

get_upcoming_bills

Claude

list_accounts

Claude

list_budgets

Claude

list_goals

Claude

list_subscriptions

Claude

search_transactions

Claude

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