Copy your Moflow address
Some AI apps ask for this address once, when you add Moflow.
https://moflow.app/mcpOn Moflow+, Settings › AI assistant shows it too, with a Copy button.
Connect ChatGPT, Claude, Grok or Gemini to Moflow
Add Moflow in your AI app and allow it. Then ask about your net worth.
Access works on Moflow+. On Free, the connection saves and waits.
Add Moflow in your AI app
Find Moflow in your AI app, or paste the Moflow address where it asks for one.
The steps for each app are below.
Select Allow
Your AI app sends you to Moflow. Sign in or create an account, then select Allow.
Until you select Allow, nothing is connected.
Ask about your money
Ask in plain words. The questions below are a start.
- What's my net worth right now?
- How has my net worth changed over the last six months?
- Which accounts hold euros, and what are they worth in dollars?
- Set my checking balance to $4,200.
- Close out last month: read me the rows, then confirm it.
Steps for your AI app
Add Moflow in ChatGPT
- Open Settings › Security and login, and turn on Developer mode.
- Open Settings › Plugins and select Create.
- Name it Moflow, and paste the Moflow address as its URL.
- Choose OAuth for authentication.
- ChatGPT sends you to Moflow. Sign in or create an account, then select Allow.
- In a chat, open the + menu, choose Developer mode and turn on Moflow.
Developer mode is a switch in ChatGPT's settings, not a developer account.
Whether your account shows it depends on ChatGPT's plan and workspace settings.
Add Moflow in Claude
On claude.ai or in Claude Desktop:
- Open Customize › Connectors, then Discover.
- Search for Moflow, select it, then select Connect.
- Claude sends you to Moflow. Sign in or create an account, then select Allow.
- In a chat, open the + menu, choose Connectors and turn on Moflow.
Whether your account can add Moflow depends on Claude's plan.
On a Team or Enterprise plan, an Owner may need to add it first.
Add Moflow in Grok
- Open grok.com/connectors and select New Connector.
- Choose Custom, and paste the Moflow address as its URL.
- Grok sends you to Moflow. Sign in or create an account, then select Allow.
- Start a new chat and ask about your money.
Whether your account can add a connector depends on Grok's plan and workspace settings.
Add Moflow in Gemini
Custom apps need you to be 18 or over and in the US, with Gemini in English, on a personal Google account with Keep Activity on.
- On gemini.google.com, open Settings › Connected Apps.
- Select Custom apps, then paste the Moflow address.
- Gemini sends you to Moflow. Sign in or create an account, then select Allow.
- Start each question with @Moflow: “@Moflow, what's my net worth?”
Without @Moflow at the start, Gemini may not read your ledger.
Whether your account shows Custom apps depends on Gemini's settings.
What it can see
- Your net worth, and the totals behind it.
- Accounts and balances, in their own currency and in your display currency.
- Holdings, with their prices, cost and lots.
- Same-currency transfers in your ledger, and whether each is planned, in transit or cleared.
- Monthly snapshots and trends.
- Connected accounts, with the institution and the time their prices are from.
- Goals, with the amount and the date to reach each one.
- Your target mix, and how far each asset class sits above or below it.
- Your yearly income, monthly burn rate, net savings and savings rate.
What it can change, when you ask
- A balance, or an investment account's cash.
- Accounts: add one.
- Account details: edit the name, category, target balance, yield, growth or safety net.
- Holdings: add or close one, and correct its lots.
- Same-currency transfers in your ledger, from planned to in transit to cleared.
- The month: capture it, confirm it. A confirmed month cannot be rewritten.
- Goals: add one, change one, or delete one.
- Your target mix across asset classes.
- Your yearly income and monthly burn rate.
Changes follow the app's own rules.
A change that breaks one is refused, and nothing is saved.
Your assistant may ask you to approve a change first; that setting is its own.
What it cannot do
- Through Moflow, it cannot trade, place an order, or move money at a bank or broker.
- It cannot change a connected account's holdings or prices. Those come from the brokerage.
- Moflow never receives your broker sign-in details, so it has none to pass on.
Who sees your ledger
Moflow supplies no AI — you connect your own.
You, the assistant you connect, and Moflow to run the service.
Once the assistant reads something, its provider's privacy notice covers what it keeps.
Disconnect
Disconnect it anytime in Settings › AI assistant.
It loses access to your ledger straight away.
If it doesn't connect
Connect again from your AI app, then sign in to Moflow and select Allow.
Check your plan in Settings › Billing. Access works on Moflow+. On Free, the connection saves and waits.
Remove Moflow from your AI app, then add it again.
Still not connecting? Contact us