Does my assistant see my bank credentials?

No. It never sees banking credentials or API keys.

Can it pay or send money?

No. MoneySky has no payment capability, so an assistant cannot move money.

Which assistants work?

Any client that supports MCP with OAuth sign in.

Is it included in my subscription?

Yes. It works during the free trial and on any paid plan.

Assistants

Connect your assistant to MoneySky

Ask your AI assistant about your transactions, invoices and taxes, and let it make changes when you allow it. You stay in control of every permission.

What connecting an assistant means

MoneySky exposes your data through the Model Context Protocol (MCP). Your assistant reads your data and, if you allow it, changes data in your account. You choose what it may touch for each area, and anything risky waits for your confirmation inside MoneySky.

Claude (claude.ai and the desktop app)

Open Settings, then Connectors, then Add custom connector. Paste https://moneysky.app/mcp, sign in to MoneySky when asked, choose the permissions and approve.

ChatGPT

Open Settings, then Connectors (or Apps) and add a custom MCP server with the address https://moneysky.app/mcp. Sign in to MoneySky, choose the permissions and approve.

Claude Code and Cursor

In Claude Code run: claude mcp add --transport http moneysky https://moneysky.app/mcp. In Cursor, add the server under MCP settings with the same address. Your browser opens so you can sign in and choose permissions.

Permission levels

For each area you choose None, Read, or Read and write. Read only is the default. The areas are transactions and budgets, invoicing and clients, receipts, investments and net worth, tax and filing, books, and exports. Books and filing also need read access to invoicing, and the books ledger also needs read access to receipts. Invoice and receipt matching and net worth need read access to transactions.

Confirmations

Tools that delete, send, generate documents, run a sync or spend on an external service give your assistant a link instead of acting. Nothing happens until you open the link in MoneySky and confirm. Links expire after 30 minutes.

Changing or removing access

Under Settings, Connected apps you can change permissions, acknowledge new tools and revoke an assistant. Changing your password or turning off two factor authentication disconnects every assistant.

Frequently asked questions

Does my assistant see my bank credentials?: No. It never sees banking credentials or API keys.
Can it pay or send money?: No. MoneySky has no payment capability, so an assistant cannot move money.
Which assistants work?: Any client that supports MCP with OAuth sign in.
Is it included in my subscription?: Yes. It works during the free trial and on any paid plan.