Era Context is a secure place to manage your finances. Set up automations, fix overspending, figure out your portfolio, or tell Claude a goal and get your full financial life in context.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/era-context. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://context.era.app/. Sign-in: Required. Publisher documentation: https://era.app/help/mcp-server-era-context/. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
accounts__check_account_balance
accounts__list_financial_accounts
billing__get_current_plan
billing__list_plans
billing__upgrade
connections__connect_bank_account
insights__analyze_spending
insights__compare_spending_periods
insights__forecast_spending
insights__get_cash_flow
insights__get_daily_financial_summary
knowledge__confirm_or_reject_inference
knowledge__defer_question
knowledge__forget
knowledge__get_financial_context_and_overview
knowledge__get_pending_questions
knowledge__recall_history
knowledge__remember
knowledge__show_question_ui
transactions__list_recurring_charges
transactions__list_spending_categories
transactions__list_transactions
transactions__manage_automation_rules
transactions__manage_transaction_tags
transactions__manage_transfer_links
transactions__search_transactions
transactions__update_transactions
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