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FinWise

Claude connectorCommunity

Ask about your spending, budgets and net worth across your linked bank accounts, and update categories and budgets in FinWise.

View in Claude directory

FinWise is a simple budget planner and net worth tracker that syncs your bank accounts. This connector lets you ask about your own money in plain language.

See your accounts and balances, what you spent and earned, how your budget is going, what bills are coming up, and how your net worth has changed. FinWise links banks in South Africa, the US and Canada, including FNB, Capitec, Standard Bank, Nedbank and Absa.

You can also make changes when you ask: recategorise transactions, add notes and tags, split a transaction, set budgets, and manage recurring bills. Destructive changes ask for confirmation first, and most can be undone.

The connector can't move money or make payments. You sign in with your FinWise account and choose what to allow, and it only sees your own profile.

Tools
50

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#3002of 8,953—24h—7d

Not enough data points to chart.

Rank by trending score

#1701of 3,551—24h—7d

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Popularity score

6,907—24h—7d

Not enough data points to chart.

Trending score

17,652—24h—7d

Not enough data points to chart.

In its categories

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

Productivity1,570th of 4,952 by popularity · 922nd of 1,913 by trending score
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Data analytics1,124th of 3,282 by popularity · 621st of 1,426 by trending score
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All 3,338 Data analytics connectors

Financial services434th of 1,227 by popularity · 280th of 531 by trending score
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All 1,250 Financial services connectors

Tools

  • aggregate_account_balances
  • aggregate_transactions
  • bulk_update_transactions
  • create_account_group
  • create_category
  • create_category_budget
  • create_merchant
  • create_planned_transaction
  • create_tag
  • create_transaction
  • delete_account
  • delete_account_group
  • delete_category
  • delete_merchant
  • delete_tag
  • delete_transaction
  • get_account
  • get_budget
Show all 50
  • get_budget_category
  • get_budget_history
  • get_net_worth
  • get_overview
  • get_profile
  • get_review_inbox
  • get_transaction
  • list_account_balances
  • list_account_groups
  • list_accounts
  • list_categories
  • list_category_budgets
  • list_category_groups
  • list_connections
  • list_holdings
  • list_merchants
  • list_planned_transactions
  • list_tags
  • list_transactions
  • set_transaction_tags
  • split_transaction
  • unarchive_account
  • unarchive_transaction
  • undo_write
  • update_account
  • update_account_group
  • update_category
  • update_category_budget
  • update_merchant
  • update_planned_transaction
  • update_tag
  • update_transaction
Categories
Made by
FinWiseApp, Corp. · Website
Sign-in
Required
Connector URL
https://api.finwiseapp.io/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
November 3, 2026
More info
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