Moneytree (Claude)
Explore your financial data through conversation
Connect Moneytree to Claude to bring all your finances into one place, ready to explore by asking. - Track spending and save: See exactly where your money goes across every account, and cut back on what you don't need. - Plan ahead with confidence: Know whether you're on track to stay financially healthy, and prepare for the milestones that matter, from marriage to kids to retirement. - Make the most of your investments: See how your portfolio is performing, then explore how rebalancing could change your risk and return. - Keep sight of the whole picture: Never miss the small things, like a subscription that quietly gets more expensive over time.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/moneytree. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.getmoneytree.com/mcp. Sign-in: Required. Publisher documentation: https://mcp.getmoneytree.com/docs. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
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