BetterOff

What you can ask

• Show my net worth and its valuation date.Copy

  Example path betteroff_search_transactions→betteroff_get_net_worth_history · Household review skill

• Where did my money go last month?
• Compare my spending by category last month with the month before.

MCP connector

Server URL

https://api.betteroff.finance/mcpCopy

Login

OAuth

Tools

Skills

8 in the ChatGPT listing

• Categorize transactionsFinds miscategorized BetterOff transactions and prepares category corrections for approval in batches.
• Setup and connectionsChecks BetterOff setup and connection health and directs the user to the fix.
• Debt planCompares BetterOff debt payoff scenarios and collects missing debt terms for approval.
• Financial checkupReviews the household's BetterOff readiness checklist and ranks the next steps.
• Household reviewReads BetterOff household finances and prepares corrections for authenticated user review in BetterOff.
• Monthly reviewRuns a BetterOff monthly money review for the last complete month.
• Portfolio checkSummarizes BetterOff investment and DeFi holdings by allocation and concentration, with coverage limits.
• Subscription auditAudits BetterOff recurring payments for subscriptions and bills worth reviewing, and prepares bill or subscription classifications for approval.