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Era Context × Claude Code

Automate your finances from the terminal

Connect Claude Code to your financial accounts through Era Context. Query transactions, build reports, and manage automations -- all from your command line.

Set up in 3 steps

1

Create your Era account

Connect your banks, cards, and investment accounts. Takes about 2 minutes.

2

Add the MCP server config

Add the MCP server config to your Claude Code settings. One JSON snippet.

3

Ask Claude Code anything

Your financial data is now available. Ask questions, get real answers.

What you can ask Claude Code

Query my last 30 days of transactions

Claude Code fetches your recent transactions and formats them for terminal review.

Build a spending report for this month

Claude Code generates a category-by-category breakdown you can pipe to a file or script.

Set up a savings automation for round-ups

Claude Code creates an automation rule that rounds up transactions and transfers the difference.

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.

Ready to start?

Give Claude Code access to your finances

Connect your accounts, enrich your data, and let your AI agent help you manage your money. Free to start.