Every assistant connects to one address. Add it, sign in with Google, and ask about your money.
https://cashflow.tech/api/mcp
Whichever agent you use, it can set itself up:
Connect to Cashflow, the app that keeps track of my day-to-day money, as an MCP server at https://cashflow.tech/api/mcp (Streamable HTTP, OAuth 2.1 with PKCE and dynamic client registration; the first call without a token answers 401 with the discovery address). If you have a built-in way to add a remote MCP server with OAuth, use it rather than writing a client of your own (Claude Code: claude mcp add --transport http --scope user cashflow https://cashflow.tech/api/mcp; Codex: codex mcp add cashflow --url https://cashflow.tech/api/mcp, then codex mcp login cashflow). Before you open the sign-in link, tell me what will happen: I sign in with Google and approve the connection in my browser. Then open the link. Read https://cashflow.tech/docs/llms.txt for how the tools work. Once connected: 1) call query with { digest: true } and tell me in a few lines what needs my attention today and what you can do for me from now on; 2) if no bank account is connected yet, call the accounts tool so I can connect one; 3) ask whether you should use Cashflow whenever I ask about my money, and if I say yes, save this in your memory or instructions: Answer questions about my spending, bills and balances from Cashflow rather than guessing, and ask me before changing anything in it.It opens a page where you sign in with Google and approve, then tells you what needs your attention today. Prefer to do it by hand? Find your assistant below.
Add Cashflow once and sign in with Google. Nothing to copy but the address.
Claude opens its Add custom connector form with Cashflow filled in. Select Add, then sign in with Google and approve.
On a Team or Enterprise plan, an Owner adds it first under Organization settings → Connectors → Add → Custom; then each person selects Connect. The free plan allows one custom connector.
Select +, then Add custom MCP server. Name it Cashflow, paste the server address, choose OAuth sign-in, and select Create as a plugin. Sign in with Google when asked.
Not every ChatGPT plan allows custom servers. ChatGPT signs in with OAuth only; it does not take access tokens.
On gemini.google.com, open Settings → Connected Apps. Under Custom apps, select Add a custom app, paste the server address, select Next, and sign in.
Set it up on the web; it then works on mobile too. Custom apps need a personal Google account, in the US, in English, with Keep Activity on.
Open Connectors, select + Add Connector, and switch to the Custom MCP Connector tab. Name it Cashflow, paste the server address, select Connect, and sign in.
Agents that run on their own often can't open a sign-in page. Create an access token in Settings (https://cashflow.tech/settings) and give it to the agent instead. Each one sees your data the way you would.
Muse builds its own connector when you ask. Send it this, and give it your access token when it asks for a credential:
Build a custom integration to Cashflow, the app that keeps track of my money. Its MCP server URL is https://cashflow.tech/api/mcp. It takes my access token as a bearer token. I want you to be able to answer questions about my spending, bills and balances from any future conversation.
Dots reach apps through your ChatGPT plugins. Add Cashflow to ChatGPT (above) and your dots can use it.
At poke.com/integrations/new, name it Cashflow, paste the server address, leave the API key empty, and sign in when Poke asks. Or from a terminal:
npx poke@latest mcp add https://cashflow.tech/api/mcp -n "Cashflow"
Open Settings → Integrations → Custom MCP Servers and select Add Server. Name it Cashflow, paste the server address, and give it an access token as a bearer token.
openclaw mcp set cashflow '{"url":"https://cashflow.tech/api/mcp","transport":"streamable-http","auth":"oauth"}'Or, for a scheduled job that can't open a browser, with an access token:
openclaw mcp set cashflow '{"url":"https://cashflow.tech/api/mcp","transport":"streamable-http","headers":{"Authorization":"Bearer <token>"}}'One command or one click, then sign in when the agent opens your browser.
Install the Cashflow plugin: the server plus ready-made skills (monthly recap, tidy up, trips, and more).
/plugin marketplace add https://github.com/cashflow-tech/plugin.git /plugin install cashflow@cashflow
Or add just the server, then run /mcp to sign in:
claude mcp add --transport http --scope user cashflow https://cashflow.tech/api/mcp
Add the server, then sign in when Codex opens your browser:
codex mcp add cashflow --url https://cashflow.tech/api/mcp codex mcp login cashflow
Or add this to ~/.cursor/mcp.json (inside its mcpServers section if it has one), then sign in when Cursor asks:
{
"mcpServers": {
"cashflow": {
"url": "https://cashflow.tech/api/mcp"
}
}
}gemini mcp add --transport http cashflow https://cashflow.tech/api/mcp
Then run /mcp auth cashflow inside Gemini CLI to sign in.
Add this to ~/.config/devin/mcp_config.json (%APPDATA%\devin\mcp_config.json on Windows), then sign in when it asks. It names the address serverUrl, not url:
{
"mcpServers": {
"cashflow": {
"serverUrl": "https://cashflow.tech/api/mcp"
}
}
}Point it at https://cashflow.tech/api/mcp. It speaks MCP over Streamable HTTP; a client that supports OAuth signs in with Google and registers itself, so leave any client ID and secret empty.
A client that can't sign in can send an access token from Settings as an Authorization: Bearer <token> header instead.
Tokens are made in Settings.
Ask your assistant:
What needs my attention in Cashflow today?
Paste this into your assistant's custom instructions — a Claude project, ChatGPT's custom instructions, or AGENTS.md for a coding agent — so it reaches for Cashflow on its own:
Answer questions about my spending, bills and balances from Cashflow rather than guessing, and ask me before changing anything in it.
This page is also plain text for agents at /connect.md. What the tools do is in the docs.