MCP & API
Connect Claude or any MCP-compatible AI tool to your data. Talk to your money from inside your AI of choice, not just inside the app.
MCP & API is an account feature on Pro+. It needs the server, so make sure you're signed in and on a Pro+ plan.
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI tools, like Claude, securely connect to apps and act on your behalf. OpenTeller exposes your finances over MCP, so you can talk to your money from inside Claude (or any MCP-compatible AI), not just inside the app.
Once connected, you can ask about your finances, upload transactions from a statement, categorize uncategorized transactions, check your budget, and list your bank sources, all against your own data, from your AI tool of choice.
Set it up
- In the app, open Settings and generate an API key. The key looks like
ftr_… - You get a ready-to-paste connector URL ending in
/api/mcp. - Paste it into Claude's custom connectors (or your tool's MCP/connector settings).
- Start asking.
What you can do
Connecting gives your AI a set of tools to work with your OpenTeller data:
- List your bank sources.
- Get your recent transactions.
- Get transactions by a date range.
- Upload transactions. Deterministic IDs mean re-uploads don't create duplicates.
- Trigger AI categorization on your uncategorized transactions.
- Get your budget.
- Update your budget and categories.
Example prompts
Once you're connected, just talk to your AI in plain language:
- "Upload these transactions from my statement to OpenTeller."
- "Categorize my uncategorized transactions."
- "What's my dining budget this month?"
- "Show my recent transactions."
Your API key is tied to your account and only ever reaches your own data. Treat it like a password. Anyone with it can read and add your transactions. You can revoke a key any time in Settings, which instantly cuts off anything using it.
For developers
The same authenticated API powers everything, so you can call it directly with your key instead of going through an AI tool.