Agent
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Claude Connector

MyFinanceBook

Ask Claude where your money went. Search and total your MyFinanceBook income and expense ledger, and import the bank statements you export. No bank login.

View in the Claude registry
Category
Finance
Integration details

Description

MyFinanceBook is an income and expense tracker built from the bank statements you export, as PDF or CSV. The connector brings your ledger into Claude. Ask about your money. Search transactions by date, category, type or text, and get income and expense totals for a day or any period, in your own time zone. Exchange rates are there when you need to convert. Import a statement in conversation. Share a PDF or CSV with Claude and review every row it read. Nothing is saved until you confirm, and a statement you've already imported is caught before anything is duplicated. Categories can be created as you go. What it cannot do. It can't edit or delete transactions, change settings or reach your export: no such tool exists. There is no bank login: MyFinanceBook never connects to your bank. You need a MyFinanceBook account. The connector is free on every plan and works with free Claude plans.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Personal Finance & Budgeting Aggregators

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
MyFinanceBook
Access
Account required
First tracked
2026-09-29
Tool count
11
Geography
US
Agent DiscoverabilityClaude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Personal Finance & Budgeting Aggregators

View Category
4 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1PocketSmith Complete Access96/100
2Era Context69/100
3Tiller33/100
4Grasshopper Bank21/100
—api.dinzo.com.brPending VerificationGet notified
—BankBridgePending VerificationGet notified
—BankSyncPending VerificationGet notified
—Cadence MoneyPending VerificationGet notified
—Cancel My SubPending VerificationGet notified
—Candor FinancePending VerificationGet notified
—CardzenPending VerificationGet notified
—DonPending VerificationGet notified
—DriggsbyPending VerificationGet notified
—FintablePending VerificationGet notified
—GreenbackPending VerificationGet notified
—guitoPending VerificationGet notified
—InsurelyPending VerificationGet notified
—KeniPending VerificationGet notified
—MedFINPending VerificationGet notified
—Minhas EconomiasPending VerificationGet notified
—MyFinanceBookPending VerificationGet notified
—MyTruvPending VerificationGet notified
—OnePayPending VerificationGet notified
—PearlPending VerificationGet notified
—PennyFinchPending VerificationGet notified
—PocketSmith Read-Only AccessPending VerificationGet notified
—Point HacksPending VerificationGet notified
—PumpynotesPending VerificationGet notified
—ShayrPending VerificationGet notified
—Smart MoneyPending VerificationGet notified
—SpendifyPending VerificationGet notified
—ualetPending VerificationGet notified
—Waypoint BudgetPending VerificationGet notified
—ZenmoneyPending VerificationGet notified
Tools

11 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

MyFinanceBook Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve MyFinanceBook's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are MyFinanceBook alternatives on Claude?

As of 2026-10-07, MyFinanceBook competes with PocketSmith Complete Access, Era Context, Tiller, Grasshopper Bank, api.dinzo.com.br, BankBridge, BankSync, Cadence Money and 25 more in Claude Personal Finance & Budgeting Aggregators, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.