Truenote

您的銀行、信用卡、貸款和投資帳戶,以及相關背景資訊(支出計畫、分類、目標、收入和稅務),供任何 AI 使用。遠端伺服器:https://app.usetruenote.com/mcp,使用 OAuth 登入。僅能讀取您的銀行資料。

託管 MCP 伺服器

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

可安裝到 Claude Code、Codex、Cursor 等客戶端

文件

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.