Claude

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.

The steps

Add a custom connector: In Claude's settings, paste the server URL: https://app.orla.finance/api/mcp/personal.
Paste it whole: Claude 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 question: Claude sends you to Orla's consent page, where you sign in and tick the spaces it may read.
In Claude Code instead: The terminal has a page of its own.

What to ask

Every figure comes from your own books, and is recomputed each time you ask.

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.

The boundary

An agent that pays is a different connection, with its own wallet and its own limits.

What it cannot do: Pay anyone. The payment tools are not in the list it is given, and are refused by name if asked.
What it costs: Nothing, 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

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.

Thirty minutes: we connect an account, drop a real bill in, and close a month together.