Cadence Money

Cadence is a personal finance app for budgeting, net worth, goals and reports. You can link your bank accounts, import a CSV file, or manually add transactions and Cadence sorts your them into categories and budgets for you. Tracking includes your budgets, recurring bills, income, savings and debt goals, and investments, all in one place, in US or Canadian dollars.

The Cadence MCP server connects Claude to your Cadence account so you can ask about your money in plain language. Claude reads your live data each time you ask, so answers reflect today's numbers.

With Cadence connected, you can ask Claude to:

• Check your budgets: "How am I doing on my budgets this month?" or "What can I still spend this week?"

Look at spending: search and summarize transactions, break spending down by category, and compare this month to last month.

• Stay ahead of bills: list upcoming bills, subscriptions and paycheques, and see your monthly cash flow.
• Track net worth: see account balances, current net worth, and how it has changed over time.
• Review investments: view your portfolio holdings, how individual assets have performed, and your total compensation including equity.

= Follow your goals: see progress on savings and debt payoff goals, and get suggestions for new ones.

• Get insights: surface the spending patterns and alerts Cadence has spotted for you.

The connection is read-only. Claude can see your budgets, transactions, accounts, bills, goals and investments, but it can't move money, edit anything or connect new accounts. You sign in with your Cadence account, and you can disconnect at any time from Claude or from Settings in Cadence. You need a Cadence account with an active plan.