Connect ChatGPT or Claude to Moflow
Paste one address and allow it. Then ask about your net worth.
Access works on Moflow+. On Free, the connection saves and waits.
Your Moflow address
https://moflow.app/mcpYour assistant asks for this address once, when you add Moflow.
On Moflow+, Settings › Assistant shows it too, with a Copy button.
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.
A form asking for a command and arguments is the wrong one. Use the one that takes a URL.
In Claude
On claude.ai or in Claude Desktop:
- Open Customize › Connectors.
- Select +, then Add custom connector.
- Name it Moflow, and paste the Moflow address as its URL.
- Select Add, then 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 a connector depends on Claude's plan and workspace settings.
Claude Code
In Claude Code, run this command, then type /mcp and sign in in your browser.
claude mcp add --transport http moflow https://moflow.app/mcpThe Moflow screen names the assistant and what it asks for.
Until you select Allow, nothing is connected.
Try asking
- “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.”
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.
- Monthly snapshots and trends.
- Connected accounts, with the institution and the time their prices are from.
What it can change, when you ask
- A balance, or an investment account's cash.
- Accounts: add one, or delete one permanently.
- 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, correct a row, confirm it. A confirmed month cannot be rewritten.
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.
Moflow never sells it and never uses it for advertising.
Once the assistant reads something, its provider's privacy notice covers what it keeps.
Disconnect
Disconnect it anytime in Settings › Assistant.
It loses access to your ledger straight away.
If it does not answer
- It says a plan is required: the account is on Free, and the access works on Moflow+.
- It does not seem to know Moflow: turn Moflow on in the chat, as in the last step above.
The ledger is free. Moflow+ adds your AI.
Brokerage and AI app names and logos belong to their owners, who do not endorse Moflow.