Connect your finances to Claude
Bancsimple's Claude connector lets you ask questions about your finances in plain language right inside Claude - without opening the Bancsimple app. Ask about your net worth, check on a subscription price increase, review your investment performance, or think through a financial decision, and Claude answers using your own linked account data.
You can ask any question you wish related to your net worth and finances
- What's my current net worth?
- Which subscriptions have increased in price?
- How is my TFSA performing?
- What bills are due this week?
- Show me my investment holdings - book value vs. market value.
- What are the prepayment options on my mortgage?
- I'm getting a $20,000 bonus - should I pay down my mortgage or invest it?
What data the connector can access
When you connect and approve access, Claude can read:
| Category | What it includes |
|---|---|
| Net worth | Current total and historical trend (cash, investments, real estate, other assets, liabilities) |
| Accounts | Linked bank, investment, and mortgage accounts - balances, type, currency, and mortgage terms including prepayment options |
| Transactions | Recent spending activity, categorized |
| Subscriptions | Tracked and auto-detected recurring charges, including price-increase alerts |
| Budgets | Spending vs. budget limits by category |
| Investments | Holdings and buy/sell/dividend activity |
| Savings goals | Progress toward targets |
| Bills | Upcoming bills by due date |
| Real estate | Linked property values and details |
| Private equity | Holdings, capital calls, and distributions |
| Valued items | Personal items you've had appraised through Bancsimple |
You control exactly which of these categories to share at connection time, and can revoke access at any time (see below).
What you need before connecting
- An active Bancsimple account
- At least one financial institution linked through the Connect Account feature on Bancsimple's platform
Available on all Bancsimple plan tiers. If no accounts are linked yet, you can still connect - Claude just won't have anything to report until you add one.
How to connect
If Bancsimple appears in Claude's connector directory:
- 1In Claude, go to Settings → Connectors, search for "Bancsimple," and click Connect.
- 2You'll be redirected to a Bancsimple sign-in screen. Log in with your usual Bancsimple email and password.
- 3Review the consent screen and click Approve.
If you don't see it listed yet:
- 1Email hello@bancsimple.ca to request the OAuth client secret. We'll send it to you right away.
- 2In Claude, go to Settings → Connectors → Add custom connector.
- 3Enter this server URL:
https://bancsimple.ca/functions/mcpDataMultiUser - 4Under Authentication, select Sign in now. Then under OAuth client, choose Use your own OAuth client and enter:
- Client ID:
claude - Client secret: the value we sent you in step 1
- Client ID:
- 5Click Connect, then log in with your Bancsimple credentials and approve access when prompted.
You're returned to Claude, and the connector is ready to use.
How to disconnect
You can revoke access at any time, from either side:
- In Bancsimple: Menu → Connected Apps → Disconnect
- In Claude: Settings → Connectors → remove the Bancsimple connector
Disconnecting immediately ends Claude's ability to access your data. You can reconnect at any time by repeating the steps above.
Your privacy
Bancsimple never shares your data with Claude unless you've explicitly connected and approved access. Data is shared only in direct response to what you ask - Bancsimple does not proactively push or sync data to Claude in the background. See our Privacy Policy for full details on how connector access is handled.
Questions or issues
Contact us at hello@bancsimple.ca.