Write an MCP server against a bank-data aggregator (Plaid, Finicity, SnapTrade, Akoya). Full control, no subscription — but you own the aggregator credentials and fees, OAuth token handling, hosting, and the security of code that touches financial data. Open-source starting points exist on GitHub.
Use Ledgerwire
A hosted, read-only MCP server that already connects Chase. No server to run, no API keys to manage, no aggregator contract. Read-only by architecture; free for one institution.
Use the hosted server in three steps
1 · Add
In Claude, Settings → Connectors → Add custom connector. Name it Ledgerwire, MCP URL https://ledgerwire.io/mcp, then authorize.
2 · Connect
Sign in to Ledgerwire (free, passwordless), then connect Chase through its own secure sign-in. Credentials go to Chase, never to us.
3 · Ask
Ask Claude about your Chase accounts. Answers are fetched on demand and discarded.
What the hosted server exposes
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.
Every tool is read-only. A field Chase doesn't report comes back “not reported”, never a fake $0, and each answer states when your bank last reported. Full tool list on the security page.
Questions
Is there an official Chase MCP server?
No. Chase does not publish an MCP server, and Claude has no native Chase integration. To let Claude read Chase data you either build your own MCP server against a bank-data aggregator, or use a hosted connector like Ledgerwire that already does this — read-only, at https://ledgerwire.io/mcp.
Should I build my own Chase MCP server or use a hosted one?
Building your own gives full control and no subscription, but you take on aggregator credentials and fees, OAuth token handling, hosting, and the security of a service that touches financial data. A hosted connector like Ledgerwire trades a subscription for none of that operational or security burden, and is read-only by architecture. Build if you want to own the stack; use hosted if you just want Claude to read your accounts today.
How do I connect Chase to Claude without coding?
Add the Ledgerwire connector in Claude (Settings → Connectors → Add custom connector, name it Ledgerwire, MCP URL https://ledgerwire.io/mcp), sign in, and connect Chase through its own secure sign-in. No server to run, no API keys to manage.
Can a Chase MCP server move money or place trades?
A DIY server can do whatever you build into it. Ledgerwire deliberately cannot: it is read-only by architecture, with no transfer, payment, or account-change tool anywhere in the product.