Your financial brain for every AI agent
Connect your accounts once. Enrich your data. Share it with Claude, ChatGPT, or any agent through a single platform that remembers everything.
The complete operating layer for your financial life
Connections
Link every bank, card, and investment account through multiple aggregators across countries. One login, complete picture.
Enrichment & intelligence
Cleaned transactions, custom categories, financial metrics over time, and commentary that explains what is changing and why.
Automations
Rules that work while you sleep. Detect income and trigger a transfer. Tag vacation spending automatically. Set goals and get alerts.
Memory
Share thoughts, notes, and preferences between any connected agent. Tell Claude something once — ChatGPT knows it too.
Shared views & circles
Select which accounts to share with whom. Create a household view, a roommate view for splitting bills, or a family view. Each connects independently to AI agents.
Built for agents, not just humans
Every Context capability — connections, enrichment, automations, memory, shared views — is exposed as an MCP server. Claude, ChatGPT, or any agent that speaks MCP can read your data, trigger actions, and display rich UI.
- Financial overview and transaction search
- Spending breakdowns and period comparisons
- Persistent cross-agent memory
- Automation management via natural language
Same brain. Proactive delivery.
Context is the intelligence. Agency is how it finds you. A companion app that uses everything Context knows — but does not wait for you to ask. It tells you when you get paid, when a bill looks wrong, when you are drifting from a goal.
- Push alerts when something needs attention
- At-a-glance dashboards and spending snapshots
- Bill tracking, recurring detection, forecasting
- Model portfolio investing via managed allocations
Quant-grade tools for retail investors
Professional quant funds have the tools to systematically test and execute investment ideas. Thesis brings those tools to retail — rebuilt for speed and composability, with MCP so your agents can theorize, backtest, and allocate alongside you.
- Backtest strategies against historical data
- Walk-forward optimization for live deployment
- Agent-assisted portfolio construction via MCP
- Dynamic exposure management as conditions change
One config. Every AI client.
Add Era Context to your MCP configuration and every compatible client instantly has access to your financial data, automations, and memory. No per-client integration. No API keys to manage.
View documentation{
"mcpServers": {
"era-context": {
"url": "https://mcp.era.app/sse"
}
}
}
// Tools exposed:
context.financial_overview
context.search_transactions
context.spending_breakdown
context.recurring
context.compare_periods
context.memory.read / .write
context.automations.list / .createYour money deserves better than a pinky promise
Bank-level encryption
AES-256 encryption at rest. TLS 1.3 in transit. Your data is protected to the same standard as your bank.
Never sold. Never shared.
Your financial data is never sold, never used for advertising, and never shared without your explicit permission.
Plaid & MX secured
All institutional connections go through industry-standard aggregators. Era never stores your bank credentials.
Agent permissions
Every AI agent interaction requires your explicit authorization. Revoke access to any client at any time.
Frequently asked questions
Era is an AI-native personal finance platform with three products. Context is your financial data hub — connect accounts, get insights, and expose everything to AI agents via MCP. Agency is your proactive money companion app. Thesis brings quant-grade investing tools to retail investors.
Era Context exposes every feature as MCP tools that any compatible client can call. Connect Claude, ChatGPT, Claude Code, VS Code, or any MCP-compatible AI assistant to your financial data and let it act on your behalf — securely and with your permission.
Era Context works with any MCP-compatible client including Claude, ChatGPT, Claude Code, GitHub Copilot, VS Code extensions, Gemini, and more. If it speaks MCP, it can connect to your financial data.
Your data is protected with bank-level encryption and is never sold or used for advertising. All connections to financial institutions are secured through Plaid and MX, and every AI agent interaction requires your explicit permission.
Download the Era app, connect your financial accounts, and start using it immediately. A generous free tier is available so you can explore insights, actions, and automations before upgrading.
Give your AI the context it needs
Connect your accounts, enrich your data, and let any AI agent help you manage your money. Free to start.