MCP server

FundsFlow has a remote MCP server. Connect it to an AI assistant — Claude, ChatGPT, Cursor, VS Code, Grok, and others — and the assistant can read and manage your FundsFlow data: “how much did I spend on groceries last month?”, “add yesterday’s receipts”, “create a monthly budget of 300 for coffee”.

Endpoint	https://mcp.fundsflow.fun/mcp
Transport	Streamable HTTP
Auth	OAuth 2.1 with PKCE, or a personal bearer token

Two ways to authenticate

• OAuth (recommended where the client supports it) — the client opens a FundsFlow sign-in page, you log in with your FundsFlow email and password, and the client gets an access token valid for 30 days.
• Personal token — generate one in Settings → Accounts → MCP and paste it into the client.

See Connect AI clients for step-by-step setup.

No setup needed?

FundsFlow also has a built-in assistant — the ✨ Assistant panel in the web app and the Telegram bot. It uses your daily AI assists instead of your own AI client. Use MCP when you want to work with FundsFlow from Claude, ChatGPT, Cursor, or another assistant you already use.

Signed up with Telegram, Google, or GitHub?

OAuth sign-in uses email and password. Set them first in Settings → Accounts → Login credentials, or use a personal token instead.

What the assistant can do

The server exposes 30 tools: tags, transactions (including bulk operations of up to 50), attachments, budgets, recurring rules, preferences, and a full JSON export. See the tool reference.

• Transactions created through MCP are marked with the MCP source in the web app.
• Bulk operations are all-or-nothing: if one item fails, none are saved.
• The assistant acts as you, with the same access as your account. Most clients ask for your approval before each tool call — keep that on for write tools.