Claude
ChatGPT“What could I save over the next six months?”
Explore your planned income and spending, with the assumptions behind the answer in view.
Your favourite AI.
Your Moolah picture.
Bring the plan you’ve built into the place you like to chat. Ask Claude or ChatGPT about your goals, forecasts and manually entered net worth.
Read-only access. You choose what to share.Your AI. Your permission. Your picture.
“Which goals are funded by my current plan?”
Understand how your forecast supports the things you’re working towards.
“Help me understand my net worth position.”
Talk through the assets and liabilities you’ve entered yourself.
Make the connectionA few steps.
A few steps.
A clearer conversation.
You’ll need an AI account that supports custom remote connectors. Your provider’s setup guide has the latest availability and instructions.
- 01
Add Moolah to your AI tool
Copy this URL and add it as a custom connector.
- 02
Sign in and choose access
Verify your Moolah phone number, then select the planning areas you want to share.
- 03
Return to your conversation
Ask about your picture. Your AI can use the Moolah context you’ve approved to help explain it.
Always your choice
Permission comes first.
You decide which planning areas your AI can read. Review or revoke the connection whenever you need to.
Review connected agentsOnly the context you approve
Goals, forecast cashflow and manually entered net worth.
Banking data stays out
No bank transactions, Open Banking data or connected bank balances. No money movement or financial changes.
A few things you might be wondering.
How do I connect Claude or ChatGPT?
Add the Moolah connector URL in an AI tool that supports custom remote connectors. Sign in to Moolah, verify your phone and choose the planning areas you want to share. Then return to your AI tool to start a conversation. Connector availability depends on your AI provider and plan.
What can I give my AI access to?
You can approve access to your goals, forecast cashflow and manually entered net worth. Any supporting handoff context is privacy minimised. You choose the available planning areas during authorisation.
Can it read bank transactions or change my finances?
No. Bank transactions, Open Banking data and connected bank balances are excluded. The connector is read-only: it cannot move money or make financial changes in Moolah.
What is MCP?
Model Context Protocol is a way for an AI tool to use information from another service. Moolah uses it to provide the planning context you explicitly approve.
How do I disconnect?
Open Connected agents in Moolah and revoke the connection. Access is removed immediately. You can reconnect later and choose what to share again.
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