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AI Integration

Let your AI manage your finances

Connect Claude, ChatGPT, or any MCP-compatible client and manage your finances through natural conversation. 14 tools cover everything from checking balances to recording expenses.

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14 MCP toolsAlways-confirm safetyScoped API tokensWorks on mobilePrivate local AI included

Ask anything about your money

Nine read tools give your AI instant access to balances, forecasts, budgets, upcoming bills, spending breakdowns, and transaction history.

  • 'What are my account balances?' — instant answer
  • 'How much did I spend on food this month?' — category breakdown
  • 'What bills are due this week?' — sorted by urgency
  • 'Am I on track with my budget?' — real-time status

Take action through conversation

Six write tools let your AI record expenses, income, transfers, and manage budgets — all with a mandatory confirmation step before anything executes.

  • 'Add $45 dinner at Sushi Palace' — expense recorded after your approval
  • 'Transfer $500 from checking to savings' — preview shown first
  • 'Set food budget to $600 this month' — budget updated
  • Every write operation requires your explicit confirmation

Works everywhere you do

Standard MCP protocol means any compatible client works. Desktop editors when coding, mobile chat apps when on the road, web interfaces at home.

  • Claude Desktop, Claude.ai, and Claude Code
  • ChatGPT with MCP connector
  • Cursor, Windsurf, and VS Code Copilot
  • Any future MCP-compatible client — one standard, one URL
  • Built-in local AI via Ollama — your data never leaves your server

Keep exploring BillForecast

Use related guides and solution pages to understand how budgeting, recurring bills, and forecasting work together.

Budgeting

Category setup, spending control, and practical budgeting workflows.

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Forecasting

Future balances, timing risk, and scenario planning.

Open

Recurring Bills

Subscriptions, scheduled obligations, and approval workflows.

Open

Debt Payoff

Balances, minimum payments, and payoff planning connected to cash flow.

Open

Irregular Income

Planning for freelance and uneven monthly cash flow.

Open

Developers

MCP integration, API tokens, and connecting AI assistants.

Open

Bulk Edit

Edit transactions, accounts, and recurring bills in the in-app spreadsheet. Google Sheets still available for external review.

Open

Connect AI Assistant

Step-by-step guide to connecting your AI to BillForecast via MCP.

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