Truenote

您的银行、信用卡、贷款和投资账户,以及相关背景信息(支出计划、资金分类、目标、收入和税务),适用于任何 AI。远程服务器:https://app.usetruenote.com/mcp,支持 OAuth 登录。对您的银行账户仅有只读权限。

托管 MCP 服务器

npx add-mcp 'https://app.usetruenote.com/mcp'

可安装到 Claude Code、Codex、Cursor 等客户端

文档

Truenote is an MCP server and a REST API. Connect Claude, ChatGPT, Claude Code or your own script in a minute.

MCP: https://app.usetruenote.com/mcp

  • Claude

    Add Truenote as a custom connector in claude.ai, approve what Claude may see, and ask about your money in the Claude apps.
  • ChatGPT

    Add Truenote as an app in ChatGPT's developer mode, approve what it may see, and ask about your money with your own context behind it.
  • Claude Code

    Install the Truenote plugin (the MCP server plus four skills) or add the server with one command, so Claude Code can read your finances from the terminal.
  • Scripts and the API

    A personal access token and an OpenAPI spec. Read your accounts, transactions, the plan, buckets and the tax projection from any script, with the same scopes and receipts as an agent.