Your books,
inside Claude
Ask what you spent, whether you are inside your budgets and what you are worth. It reads your ledger live, with nothing to install.
Server URL: https://app.orla.finance/api/mcp/personal
Setup
A custom connector,
and no file to edit
Claude adds a remote server from its own settings, so the address is the whole setup.
Orla's consent page
You tick which spaces the client may reach, and one row in the app revokes it later. Card numbers and IBANs stay masked unless you switch that on.
- Add a custom connectorIn Claude's settings, paste the server URL: https://app.orla.finance/api/mcp/personal.
- Paste it wholeClaude checks the address you typed against the one the server names for itself, character for character, so a URL without /personal at the end connects to a different door.
- Ask the first questionClaude sends you to Orla's consent page, where you sign in and tick the spaces it may read.
- In Claude Code insteadThe terminal has a page of its own.
What to ask
Ask Claude the way you would ask a bookkeeper
Every figure comes from your own books, and is recomputed each time you ask.
- Compare my hosting spend this quarter with last quarter.
- Which budgets am I about to blow this month?
- Who owes whom in the flat this month?
- Run the cash forecast report and tell me the lowest point.
- Book the 12.50 EUR coffee yesterday to Restaurants.
The boundary
It reads and records.
It does not pay
An agent that pays is a different connection, with its own wallet and its own limits.
- What it cannot doPay anyone. The payment tools are not in the list it is given, and are refused by name if asked.
- What it costsNothing, and it takes none of the agent seats in your plan. Reading is unmetered; what it records comes out of your plan's monthly allowance of agent writes, and the free plan has a small one.
Other clients
The same connection,
seen from another chair
- Claude Code →One command in the terminal, then /mcp to sign in.
- Cursor →One entry in mcp.json, globally or in the repository.
- VS Code →One entry under servers, or one code --add-mcp line.
- Zed →One entry under context_servers in settings.json.
- Windsurf →One entry with serverUrl in the Codeium config.
- Terminal →The CLI itself, and a stdio bridge for clients without HTTP.
- Any agent →A skill file the agent reads itself: one install, every client.
Write your first mandate
on a thirty minute call
On your own books: one position, one rule, and the first bill waiting for your button.