Moola

Moola is a financial planning app for people whose lives cross borders. This connector lets you work with your own Moola plan in Claude, using the figures you have saved or confirmed in Moola.

Ask about your net worth, accounts, income and monthly spending. See your UK income tax and National Insurance, or review the tax returns you have confirmed in Moola from the UK, Germany and other countries, each converted at its own tax year's exchange rate.

Try what-ifs before you decide: buying a home, a pay rise, a sabbatical, paying off debt, a market crash or early retirement. Moola's projection engine shows your net wealth year by year with and without the change, and how many months until you reach a savings goal. Plan an exit ladder for shares, ETFs or other holdings from your own prices.

Keep Moola up to date as you talk: add or update an account, change your income or spending, record a tax return you have filed, or save a scenario to your dashboard. Every change is shown to you as a plain summary and saved only after you confirm it. New to Moola? Ask Claude to set up your plan.

What it doesn't do: Moola never moves money, places orders, connects a bank or deletes your account through this connector, and its figures are calculations on your own data, not financial advice.

You need a Moola account (sign up at moola-money.com). Setting up your plan is free; after setup, Moola works with a subscription.