Ask your AI about your money.

Connect Claude, ChatGPT, Codex or Cursor, then ask about your spending, budgets or net worth. Answers come from your own Copilot Money data, read-only.

Server URL https://mcp.copilot.money/mcp

Which subscriptions did I pay last month?

Copilot Money · read-only

Seven, for $128 in total. The biggest are your gym at $45 and Netflix at $15.49.

Read-only

Your AI tool can read your Copilot data. It can’t change anything in your accounts.

Secure sign-in

You connect with OAuth, the industry-standard login flow, so your credentials are never shared with the AI tool.

Everything in Copilot

Accounts, investments, transactions, categories, budgets, recurrings, tags and goals, as they appear in Copilot Money.

Connect your AI tool.

Setup steps vary by tool. Each guide walks you through it.

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You stay in control.

Your AI tool signs in through Copilot, so your credentials are never shared with it. Disconnect any tool you no longer use.

your AI tool: Never sees your password; Has read-only access

Your AI tool’s own terms and privacy policy apply to what you share with it. Claude and ChatGPT both let you opt out of model training.

Try the money assistant in the app. It does the tedious work for you, and always asks before acting.