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Your finances, in your AI

Ask better questions about your money.

Connect ClearCash to the AI you already use and get answers based on your actual balances, transactions, loans, and investments.

Read-only access · Revoke anytime
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AI assistant ClearCash

What's my current net worth?

UsedClearCashintegration

Net worth$100,840
Total assets$201,000
Total liabilities$100,160

Your current net worth is $100,840. Most of it comes from your share of the home equity ($81,800 after the mortgage), with $26,000 across your checking accounts.

Ask about your finances...
Boundaries by design

Your permission is the boundary.

Your AI retrieves data only when you ask a question. It has read-only access, can never take action in ClearCash, and you can disconnect it whenever you want.

Access stays in your control.Review or revoke any connection from Profile → AI Connections.

Read-only dataWhat it can see

  • Connected institutions and accounts
  • Account balances from the latest sync
  • Transaction history, up to 365 days
  • Net worth snapshot and history
  • Properties and loans
  • Groups and split details

Always blockedWhat it can't do

  • Transfer or move money
  • Edit accounts or transactions
  • Change ClearCash settings
  • Connect banks or institutions
  • Write to or change your ClearCash data
How it works

Connect once. Ask whenever you need.

Set it up in three steps. For the full walkthrough, available tools, and connection details, see the setup guide.

View the setup guide
ClearCashSecure connection

Connect Claude

Approve secure, read-only access to your ClearCash data.

Capabilities
  • Accounts and balances
  • Transactions and spending
  • Net worth, properties, and loans
  • Cannot move money or change settings
Revoke access whenever you want
  1. 1

    Open your AI's connector settings

    Look for Connectors or Integrations in your AI app's settings.

  2. 2

    Connect via the directory, or paste the MCP URL

    Search for ClearCash in a connector directory, or copy the MCP server URL from Profile → AI Connections and add it manually.

  3. 3

    Sign in and approve read-only access

    Your AI never sees your ClearCash password, and it can't move money or change your settings.

Built for real questions

Answers tied to the numbers behind them.

Your AI understands language. ClearCash gives it the numbers to answer a question about your finances with useful context—not a prompt to go check another app.

Your AI assistant ClearCash

What did I spend my money on last month?

Checking ClearCash via MCP…

UsedClearCashintegration

Last month, you spent $3,248 across 142 transactions. Housing was your largest expense, followed by dining and groceries.

Checking ClearCash via MCP…

UsedClearCashintegration

Found it — a $48.21 Uber charge posted on Aug 21 to your Personal Credit Card. It’s categorized as Transportation.

Checking ClearCash via MCP…

UsedClearCashintegration

Stocks
72%
Bonds
20%
Cash
8%

Your latest 401(k) snapshot is 72% stocks, 20% bonds, and 8% cash. The allocation is based on the positions your institution reported. For reported cost basis and unrealized gain or loss, open the account's current positions.

Ask about your finances...
Questions, answered

Details that matter.

Do I need a ClearCash subscription to use this?

Yes — the AI connector is included with all paid ClearCash plans. If you're not yet a subscriber, you can start a free trial and connect your AI during or after onboarding.

Which AI tools are supported?

ClearCash works with AI tools that support remote MCP servers and OAuth sign-in. Claude and ChatGPT are supported; use manual setup when your compatible tool does not list ClearCash in its connector directory.

How do I disconnect ClearCash from my AI?

Revoke access from Profile → AI Connections inside the ClearCash app, or from your AI tool's own connector settings. Either one immediately ends that AI's access to your data.

Is my financial data sent to the AI provider?

ClearCash retrieves data only when you ask a question that needs it, so it can answer within that conversation. ClearCash does not store or log your AI conversations. Your AI provider's handling of conversation data is governed by its own privacy settings and policy.

Can I connect from my phone?

Yes, if the mobile AI app supports remote MCP servers and can complete the ClearCash OAuth sign-in. Availability varies by AI app, so check its connector settings before you begin.

What is MCP?

Model Context Protocol (MCP) is an open standard that lets AI assistants securely connect to external data sources. It works similarly to how apps connect with OAuth — you grant access once, and the AI retrieves relevant data only when you ask for it.

Your AI assistant, finally caught up on your finances.

Connect ClearCash to the AI tool you already use and start asking real questions about your money.

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