Give Claude real understanding of your money
Connect your financial accounts to Claude through Era Context. Ask about spending, set up automations, get advice -- with your actual numbers, not hypotheticals.
Set up in 3 steps
Create your Era account
Connect your banks, cards, and investment accounts. Takes about 2 minutes.
Enable Era Context in Claude
One click in Claude's integrations. Or add the MCP config to Claude Desktop settings.
Ask Claude anything
Your financial data is now available. Ask questions, get real answers.
What you can ask Claude
How much did I spend on dining last month?
Claude queries your real transaction history and gives you an exact breakdown by restaurant.
Am I on track for my savings goal?
Claude analyzes your balances, income patterns, and spending trends to project your trajectory.
What subscriptions am I paying for?
Claude identifies recurring charges across all your accounts and shows the total monthly cost.
Works with every MCP-compatible client
What you get with Era Context
Real-time financial data
Account balances, transactions, spending breakdowns, and cash flow -- all accessible through natural language.
Cross-agent memory
Set a preference in one agent and every connected agent respects it. No repeated context, no silos.
Smart automations
Create rules for transfers, savings round-ups, and balance maintenance -- all controllable by your AI agent.
Give Claude access to your finances
Connect your accounts, enrich your data, and let your AI agent help you manage your money. Free to start.