finerd lets you explore and manage your finances directly in your AI. Analyze your money: “How much did I spend on food last month?”, “Which category takes the biggest share of my expenses?”, “Which credit card fits my spending best?” Take action on transactions: “Tag all transactions from April 10–18 as Milan trip”, “Move Netflix from Entertainment to Subscriptions”, “Find the duplicate restaurant charge from last week.” Plan scenarios: “Can I afford a one-year sabbatical?”, “How would moving to another city affect my finances?”, “What would buying a home do to my cash flow and net worth?”
What you can ask
If I keep spending like this, when can I stop working?
Example path →
MCP connector
Server URL
https://api.finerd.ai/mcp
Login
OAuth
Tools
Reads data29
Changes data17
Deletes or can't be undone12
Skills
None in the store listings. The server needs sign-in, so we could not check it