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
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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.