FinTarget

Claude connectorCommunity

Ask Claude about your own FinTarget account: share portfolios, super, income, expenses, budgets, dividends and net worth. It reads your dat…

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FinTarget is a free personal finance dashboard for Australians. This connector lets Claude read your own FinTarget account, so you can ask questions like "what did I spend on groceries this financial year?" or "how much franking credit did my dividends carry?"

What Claude can look at: share portfolios and holdings with live prices, trades, dividends with franking credits, income, expenses, budgets, superannuation (employer and concessional contributions), gift cards, fixed deposits, net worth, sector and exchange allocation, upcoming ex-dividend and earnings dates, and a tax year summary that follows your own financial year. Amounts are never converted between currencies unless you ask, and the exchange rates used are shown with the answer.

Connecting is read-only by default. If you tick "Also let this app add records" on the consent screen, Claude can add expenses, income, budgets, fixed deposits, super balances and gift card spends. Logging a trade or a dividend needs a separate permission. A trade shows you a full preview first (company, new share count, new average cost, any profit) and saves only after you confirm with a confirmation code. Claude can undo what it added in the last 24 hours. It cannot edit or delete records you entered yourself, and it cannot change your settings.

You sign in with your FinTarget login (email or Google, with two-factor if you have it on). Each person only ever sees their own account, and you can disconnect the app from your FinTarget settings at any time.

You need a FinTarget account to use it. Sign up at fintarget.app. There are 34 tools in total, and the setup guide is at fintarget.app/docs/install.

FinTarget is #9,591 of 11,065 Claude connectors by popularity.

Tools
34

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#9591of 11,065124places down24h—7d
#9,455#9,493#9,531#9,569Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Rank by trending score

—not ranked—24h—7d
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Popularity score

1,585024h—7d
1,585Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Trending score

——24h—7d
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In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services1,341st of 1,486 by popularity · not ranked by trending score
Order by

All 1,495 Financial services connectors

Productivity5,342nd of 6,074 by popularity · not ranked by trending scoreAll 6,129 Productivity connectors
Data analytics3,643rd of 3,994 by popularity · not ranked by trending scoreAll 4,020 Data analytics connectors

Tools

  • add_budget
  • add_dividend
  • add_expenses
  • add_fixed_deposit
  • add_gift_card_spend
  • add_income
  • add_super_balance
  • get_account
  • get_alerts
  • get_allocation
  • get_budget_history
  • get_cashflow_summary
  • get_dividend_summary
  • get_gift_card_history
  • get_holdings
  • get_net_worth
  • get_portfolio_value_history
  • get_recurring
Show all 34
  • get_superannuation
  • get_tax_year_summary
  • get_upcoming_events
  • list_budgets
  • list_categories
  • list_dividends
  • list_expenses
  • list_fixed_deposits
  • list_gift_cards
  • list_income
  • list_notifications
  • list_portfolios
  • list_trades
  • log_trade
  • undo_last_changes
  • update_expense

Prompts

  • monthly_review
  • financial_year_check
  • portfolio_checkup
Categories
Made by
FinTarget · Website
Sign-in
Required
Connector URL
https://www.fintarget.app/api/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 31, 2026
More info
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