Ledgerwire

Ledgerwire is a read-only MCP connector that lets Claude answer questions from your real bank, card, loan, and brokerage accounts.

Hosted MCP Server

npx add-mcp 'https://ledgerwire.io/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

Trust

read-only by architecture

Credentials stay at your bank

Your bank credentials never touch Ledgerwire — you sign in at your bank; Quiltt, our regulated data aggregator, handles the connection.

Revoke access in one click

Per-device tokens you can revoke instantly from the dashboard.

Security in the open

We publish our security reviews — read them yourself.

Specifications

the things developers actually ask

Auth

OAuth 2.1 for claude.ai · a revocable token for Claude Desktop, Cursor & Windsurf

Transport

MCP / streamable HTTP

Bank scope

Read-only · transactions, balances

Storage

Credentials hashed or encrypted at rest · no plaintext secrets

Clients

Claude Desktop · claude.ai · ChatGPT · Claude Code CLI · Cursor · Windsurf

Coverage & data

honest by default

Banks

Most major U.S. banks, credit unions & brokerages — Chase, Capital One, Wells Fargo, Amex, Fidelity, Schwab and thousands more, via Quiltt. Check your bank →

Field coverage

Varies by bank — APR, holdings, and categories aren’t reported by every institution. We show what your bank shares and never invent the rest.

Freshness

Not real-time. Every answer carries the time your bank last reported; how quickly new transactions appear varies by institution, and an open period is flagged as partial. How fresh is the data? →

How it works

three steps · about ninety seconds

01

Sign in

One email, one magic link. No password to leak.

02

Connect a bank

Quiltt handles the bank link. Read-only — no transfer, no payment scope, ever.

03

Connect your AI client

Authorize claude.ai in one click (OAuth — nothing to paste), or paste a revocable token snippet for Claude Desktop, Cursor or Windsurf.

Pricing

start free · 7-day trial on Unlimited, cancel anytime

Free

$0 — 1 connected institution, 20 lookups a day. No card required.

Unlimited

$8.99/mo — unlimited institutions and lookups. 7-day free trial, cancel anytime.

Compare the two plans and read the pricing FAQ →