Fincontext

ai.fincontext/fincontext

Connects your Claude conversation to real financial data through Plaid's banking APIs. You get read-only access to account balances, investment holdings, and transaction history across linked bank and brokerage accounts. The SQL analytics capability means you can query your financial data directly rather than just viewing raw lists. Reach for this when you want Claude to analyze spending patterns, track portfolio performance, or answer questions about your finances without manually exporting CSVs. It's streamable HTTP, so you'll access it via remote URL rather than running it locally.

last updated

May 24, 2026

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