ledgerwire
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Connect Chase to Claude

Ask Claude about your real
Chase accounts — read-only.

Connect Chase to ClaudeRead-only. Free to start, no card needed.

Ledgerwire connects US banks, brokerages, and card issuers through the Finicity network. Outside the US, Connect will not find your bank.

Ask Claude about your real Chase checking, savings, and credit-card activity — read-only. Ledgerwire connects Chase to Claude (or Cursor, Claude Desktop, any MCP client) through your bank's own secure sign-in. It can never move money, and it keeps no copy of your data.

Connect Chase in three steps

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

What you can ask

“…”
“What did I spend on my Chase card last month?”
“…”
“What's the APR and credit limit on my Chase card?”
“…”
“How does my Chase mortgage payment split into principal, interest, and escrow?”

What Claude can see from Chase

Balances, transactions, spending by category, and recurring charges — plus rich debt detail: Chase reports credit-card APR, cash-advance APR, credit limit, minimum payment, and due date, and for a Chase mortgage or loan it reports the rate, principal, escrow, year-to-date interest, and payoff date. You connect through Chase’s own secure sign-in window (OAuth) — your credentials never touch Ledgerwire — and Chase’s available transaction history can be shorter than some other banks.

Coverage depends on your bank: some institutions report categories, APR, or holdings and some don't. A missing field always comes back as “not reported”, never a fake $0, and each answer states when your bank last reported. See the FAQ for the full coverage story.

Read-only, by architecture

Can't move money
There is no transfer, payment, or account-change tool — the capability doesn't exist in the product.
Scoped, revocable access
claude.ai authorizes with OAuth 2.1; other clients use a scoped token — both read-only and revocable in one click. No long-lived shared key.
Nothing stored
Every read is fetched on demand and discarded; your transactions and balances are never written to our database. More on the Trust Center and security page.

Questions

Is there a Chase MCP server for Claude?
Chase does not publish one. Ledgerwire is a hosted, read-only MCP connector: add it to Claude, sign in through Chase's own secure window, and Claude can read your Chase accounts with nothing to run or host. If you would rather run your own, the Chase MCP server guide on this site compares the two paths.
Does Claude connect directly to Chase?
No — Claude has no native Chase integration. Ledgerwire is the bridge: a hosted, read-only MCP connector. You add https://ledgerwire.io/mcp to Claude once, connect Chase through the bank's own sign-in, and Claude can then read your accounts — nothing more.
Can Claude move money in my Chase account?
No. Ledgerwire is read-only by architecture — there is no transfer, payment, or account-change tool anywhere in the product. Claude can read your Chase data and nothing else.
Does Ledgerwire store my Chase transactions?
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 Chase login is never seen by Ledgerwire — you sign in through your bank's own secure window.
How do I connect Chase to Claude?
In Claude, add the Ledgerwire connector (Settings → Connectors → add https://ledgerwire.io/mcp), sign in to Ledgerwire (free, passwordless), connect Chase through its secure sign-in, then ask Claude about your accounts.
What can Claude see from Chase?
Balances, transactions, spending by category, and recurring charges — plus rich debt detail: Chase reports credit-card APR, cash-advance APR, credit limit, minimum payment, and due date, and for a Chase mortgage or loan it reports the rate, principal, escrow, year-to-date interest, and payoff date. You connect through Chase’s own secure sign-in window (OAuth) — your credentials never touch Ledgerwire — and Chase’s available transaction history can be shorter than some other banks.

Related

Prefer to run your own server? Read the Chase MCP server guide.

How Ledgerwire compares: Era · BankSync · Truthifi · Monarch Money · ChatGPT Finances · BankBridge · OpenBudget

Step-by-step guide: how to connect your bank to Claude →

Connect another bank

See all supported banks & brokerages →

Bank of America · Wells Fargo · American Express · Citi · Capital One · Fidelity · Charles Schwab · Robinhood · Empower Retirement · Vanguard · E*TRADE · Merrill Edge · Morgan Stanley · J.P. Morgan Self-Directed · SoFi · U.S. Bank · TD Bank · Truist · USAA · Navy Federal Credit Union · Regions Bank · Fifth Third Bank · Huntington · Ally · Discover · Chime · OnePay · M1 Finance · BMO · Citizens Bank · M&T Bank · Comerica · First-Citizens Bank & Trust · HSBC · Barclays · Synchrony · KeyBank · Current