MCP + OpenAI Plugin — live now

Connect AI2Fin to ChatGPT, Claude & More

Your real financial data, inside the assistant you already use. Ask about your spending, surface deductions, and get answers grounded in what you've actually spent — not a guess.

ClaudeMCPChatGPTPluginCursorMCP
Get 2Fin free →Read the docs

Ask anything about your finances

Plain-language questions. Real answers from your actual transactions.

How much did I spend on software subscriptions this quarter?
AI2Fin via ChatGPTBased on your data, you spent $847 on software subscriptions — Figma, Notion, GitHub, AWS, and 4 others. That is $122 more than last quarter.
Which of those could be tax deductions?
AI2Fin via ChatGPTAll 7 subscriptions appear business-related and may be claimable as deductions. AI2Fin has flagged them in your deductions list. Always confirm eligibility with your accountant.
What are my top 5 expense categories this financial year?
AI2Fin via ChatGPTTop 5 this FY: Software & Tools ($3,210), Travel ($2,840), Contractors ($2,100), Marketing ($1,650), Equipment ($980). Want a breakdown of any category?

Illustrative example. Answers come from your real AI2Fin transaction data.

Up and running in 3 steps

Under 5 minutes from sign-up to your first plain-language finance question.

01

Create your free AI2Fin account

Sign up in seconds — no card needed. Add your transactions your way: type them in, import CSV or PDF statements, or push them in through the Integration API.

Get started free →
02

Add the AI2Fin integration to your assistant

In Claude or Cursor, add the AI2Fin MCP server. For ChatGPT, connect via the AI2Fin plugin. Authorise read-only access — takes under a minute.

View integration docs →
03

Ask questions about your real finances

Your assistant now has read access to the data you've added to Fin. Ask anything — spending by category, deduction candidates, period comparisons, cash flow patterns.

Supported platforms

Connect via MCP or the OpenAI plugin standard.

ClaudeMCP

Connect via the MCP standard. Ask Anthropic's Claude about your real spending, deductions and financial patterns.

ChatGPTPlugin

Connect via the AI2Fin plugin. Your OpenAI conversations gain read access to your categorised transactions and deductions.

CursorMCP

Developers: connect AI2Fin via MCP in Cursor to query your tool costs, subscriptions, and freelance income from the editor.

More integrations on the way. The MCP ecosystem is growing fast — support for more MCP-compatible tools is planned. Bank-connected data stays securely inside Fin while open-banking guidance is finalised.

Why this matters for your finances

Most people query their finances reactively — log in, find the report, export, interpret. When your assistant can read your real data, the answer is in the conversation.

Deductions you would have missed

Ask "what software am I subscribed to that might be deductible?" and get an answer from real transactions — not a generic checklist.

Period-over-period in seconds

"Am I spending more this quarter than last?" is one question, not a 5-step report-export cycle.

Context your accountant can use

Generate a plain-English expense summary for your accountant without touching a spreadsheet.

The future of financial tooling

MCP connects your money to the tools you already use daily. AI2Fin is built for this from the ground up.

Common questions about AI2Fin integrations

What is the AI2Fin MCP integration?

MCP (Model Context Protocol) is an open standard that lets assistants like Claude and Cursor securely read data from external tools. The AI2Fin MCP server gives your assistant read access to the financial data you've added to Fin — manual entries, CSV imports and API records — with categories, deductions and spending patterns, so it can answer questions about your actual finances, not a generic dataset.

How does the ChatGPT connection work?

AI2Fin supports the OpenAI plugin OAuth standard. Connect through the AI2Fin integration in ChatGPT and authorise read access. The transactions you've added to Fin, with their categories and deduction insights, become available inside your ChatGPT conversation.

Is my banking data safe?

Yes. AI2Fin uses read-only bank connections — your credentials are never stored and nothing can be moved or transacted. Connected assistants see only the data you've added to Fin — manual entries, CSV imports and API records — while bank-connected data stays securely inside Fin. You can revoke access from AI2Fin account settings at any time.

What kind of questions can I ask?

Anything grounded in your transaction data: spending by category, period-over-period comparisons, potential tax deductions, subscription tracking, cash flow patterns, and more. Your assistant answers using your real data — not guesses.

Which tools does AI2Fin connect to?

Claude and Cursor via the MCP standard; ChatGPT via the AI2Fin OpenAI plugin. More integrations are planned as the MCP ecosystem grows.

Your finances, answerable — free

Start with a free AI2Fin account, connect your bank on Premium, and ask your first question inside ChatGPT or Claude in minutes.

Get 2Fin free →

Also explore all features, freelancers, or sole traders.