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Connect M1 Finance to Claude

Ask Claude about your real
M1 Finance accounts — read-only.

Ask Claude about your real M1 Finance holdings and investment accounts — read-only. Ledgerwire connects M1 Finance 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.

Get started free

Connect M1 Finance 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 M1 Finance through its own secure sign-in window. Your credentials go to M1 Finance, never to us.
  3. 3 · Ask
    Ask Claude anything about your M1 Finance accounts. Answers are fetched on demand and discarded.

What you can ask

“…”
“What are my M1 Finance holdings worth right now?”
“…”
“What positions do I hold in my M1 account?”
“…”
“How is my M1 portfolio allocated?”

What Claude can see from M1 Finance

Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network, so a position with no reported value shows as "not reported" rather than $0 — your portfolio sums stay honest. You sign in through M1’s secure flow; Ledgerwire never sees your credentials.

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 bank data lags posting by a few days. 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

Does Claude connect directly to M1 Finance?
No — Claude has no native M1 Finance integration. Ledgerwire is the bridge: a hosted, read-only MCP connector. You add https://ledgerwire.io/mcp to Claude once, connect M1 Finance through the bank's own sign-in, and Claude can then read your accounts — nothing more.
Can Claude move money or place trades in my M1 Finance account?
No. Ledgerwire is read-only by architecture — there is no transfer, payment, trading, or account-change tool anywhere in the product. Claude can read your M1 Finance balances, positions, and history, and nothing else.
Does Ledgerwire store my M1 Finance 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 M1 Finance login is never seen by Ledgerwire — you sign in through your bank's own secure window.
How do I connect M1 Finance to Claude?
In Claude, add the Ledgerwire connector (Settings → Connectors → add https://ledgerwire.io/mcp), sign in to Ledgerwire (free, passwordless), connect M1 Finance through its secure sign-in, then ask Claude about your accounts.
What can Claude see from M1 Finance?
Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network, so a position with no reported value shows as "not reported" rather than $0 — your portfolio sums stay honest. You sign in through M1’s secure flow; Ledgerwire never sees your credentials.

Connect another bank

See all supported banks & brokerages →

Chase · 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 · BMO · Citizens Bank · M&T Bank · Comerica · First-Citizens Bank & Trust · HSBC · Barclays · Synchrony · KeyBank · Current