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Use WealthTools from Claude & ChatGPT
Connect your free WealthTools account to Claude Desktop or ChatGPT and manage your budget, mortgage, and net worth calculations just by talking to your AI assistant.
What you can do
Run the numbers
Ask for a mortgage payment breakdown, credit card payoff timeline, investment growth projection, or full net worth calculation — no spreadsheet required.
Manage your budget by talking
Create a budget, add or rename categories, and adjust amounts just by describing what you want.
Log expenses naturally
Say "I spent 20 bucks this week on eating out" and it records the expense and tells you what's left in that category.
Stay in control
The AI only ever acts on your own WealthTools account, using the same secure sign-in you already use to log in.
Setup: Claude Desktop
- 1 Open Claude Desktop and go to Settings → Connectors.
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2
Click "Add custom connector", name it "WealthTools", and paste this as the server URL:
https://wealth-tools.com/mcp - 3 Click Connect. Claude will open your browser to sign you into WealthTools.
- 4 Log in (or create a free account) and approve the connection.
- 5 That's it — ask Claude to check your budget or run a calculation.
Setup: ChatGPT
- 1 Open ChatGPT and go to Settings → Plugins. If you don't see this option, enable Developer Mode first.
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2
Choose to add a new plugin, name it "WealthTools", and paste this as the server URL:
https://wealth-tools.com/mcp - 3 Confirm the connection. ChatGPT will open your browser to sign you into WealthTools.
- 4 Log in (or create a free account) and approve the connection.
- 5 That's it — ask ChatGPT to check your budget or run a calculation.
Your data stays yours. Connecting uses a secure sign-in (OAuth) — you approve access by logging into your own WealthTools account, the AI can only act as you, and you can revoke access at any time. No API keys or manual configuration required.
Frequently Asked Questions
The WealthTools MCP is a secure connector that lets AI assistants like Claude and ChatGPT talk directly to your WealthTools account. Once connected, you can manage your budgets and run mortgage, credit card, investment, and net worth calculations just by chatting with your AI assistant — it uses the same MCP (Model Context Protocol) standard behind other AI app connectors.
Yes. WealthTools is 100% free, and connecting it to Claude Desktop or ChatGPT as an MCP connector doesn't cost anything either.
Once connected, you can ask it to calculate mortgage payments, credit card payoff timelines, investment growth projections, and net worth. You can also manage your budgets conversationally — create a budget, add or rename categories, and log expenses just by saying things like "I spent 20 bucks this week on eating out."
Yes. The connection uses OAuth, the same type of secure sign-in used by major apps — you explicitly approve access by logging into your WealthTools account, the AI only ever acts as you, and you can revoke access at any time.
Not at all. Setup is just adding the WealthTools connector URL in Claude Desktop or ChatGPT's settings and signing into your WealthTools account when prompted — no API keys or technical configuration required.
Ready to connect?
Prefer to build against the raw API instead? Read the API docs