ledgerwire
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Claude for your finances

Connect your bank to Claude — read-only.

Ledgerwire connects your bank, credit union, card, or brokerage to Claude (or Cursor, Claude Desktop, any MCP client) through your institution's own secure sign-in. Ask about balances, spending, subscriptions, cash flow, and holdings — grounded in your real accounts. It can never move money, and it keeps no copy of your data.

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Banks & credit unions

Chase · Bank of America · Wells Fargo · Citi · U.S. Bank · TD Bank · Truist · USAA · Navy Federal Credit Union · Regions Bank · Fifth Third Bank · Huntington · Ally · Chime · OnePay · BMO · Citizens Bank · M&T Bank · Comerica · First-Citizens Bank & Trust · HSBC · Synchrony · KeyBank · Current

Cards

American Express · Capital One · Discover · Barclays

Brokerages & investing

Fidelity · Charles Schwab · Robinhood · Empower Retirement · Vanguard · E*TRADE · Merrill Edge · Morgan Stanley · J.P. Morgan Self-Directed · SoFi · M1 Finance

How it works

1 · Add
In Claude, go to Settings → Connectors → add a custom connector: https://ledgerwire.io/mcp
2 · Sign in
Sign in to Ledgerwire (free, passwordless magic link), then connect your institution through its own secure sign-in window. Your credentials never touch us.
3 · Ask
Ask Claude anything about your accounts. Answers are fetched on demand and discarded.

Questions

Which banks can I connect to Claude?
Most major US banks, credit unions, card issuers, and brokerages in the Finicity network — including every institution listed on this page. If yours isn't listed it may still connect: add the Ledgerwire connector and search for it.
Can Claude move money once my bank is connected?
No. Ledgerwire is read-only by architecture — there is no transfer, payment, or account-change tool anywhere in the product. Claude can read your data and nothing else.
Does Ledgerwire store my bank data?
No. Every answer is fetched on demand when you ask and then discarded. Your transactions and balances are never written to Ledgerwire's database, and your bank login is never seen by Ledgerwire — you sign in through your bank's own secure window.