Terminal

Your books from a terminal, or as a bridge

Read and record from the shell, or run it as an MCP server for clients that only speak stdio.

Server URL: https://app.orla.finance/api/mcp/personal

Setup

Log in once, and the token lives in your keychain

The CLI signs in for the machine, so a client that runs it as a bridge needs no sign-in of its own.

The steps

Log in once: npx orla-cli login opens the browser and asks which spaces this machine may reach; the token lands in your keychain.
Bridge a stdio client: Point it at npx -y orla-cli mcp and it is connected.
Read from the shell: npx orla-cli tx list --from 2026-08-01: the same call the app makes, with the same rights as you.

terminal

npx orla-cli login
npx orla-cli tx list --from 2026-08-01

# as an MCP server for a stdio-only client
npx -y orla-cli mcp

The client is open source under MIT at github.com/cheetah-trade/orla-cli. The service it talks to is not, and the boundary is the same either way.

If the menus have moved, orla-cli on GitHub is current for the client itself.

What to ask

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

Consent page, in Claude

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 →: A custom connector in Settings, nothing to install.
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.
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.