OpenFinance

Connect your bank accounts to your AI

Documentation

How it works

01

Link your bank account

Securely connect to over 20,000 banks and financial institutions through Plaid, MX, or Mastercard. Your credentials never touch our servers.

Chase Bank of America Morgan Stanley Schwab RBC Wells Fargo Capital One 02

Install the Skill or MCP server

Skills are lighter, just a markdown file and an API key. MCP servers run a local process. Pick whichever your AI supports.

Claude Claude OpenAI OpenAI OpenClaw OpenClaw

# View, copy, and install the Skill from the Connect tab
# in the app. It has per-agent setup instructions.
export OPENFINANCE_API_KEY="of_..."

The Connect tab in the app shows the Skill, a copy button, and install steps for your agent.

03

Ask your AI about your money

Your AI can now read transactions, balances, and spending patterns. Just ask.

how much did I spend on food last month?

Features

Use your own AI

Works with Claude, ChatGPT, Cursor, or any AI that supports Skills or MCP. No lock-in, no middleman.

Completely open source

No tracking, no analytics, no hidden fees. Read every line of code yourself.

We don't use your data

Data syncs so the product works, but we never sell it, train on it, or use it for anything else.

Always up to date

Transactions sync automatically so your AI always has the latest picture of your finances.

Pricing

Plan Price Accounts Support

Free $0/mo 1 linked account Community support

Plus $4.99/mo Up to 8 accounts Email support

Pro $8.99/mo Up to 20 accounts Email support