How do I connect Claude Desktop to Money Copilot?

In Claude, navigate to Settings > Connectors > Add custom connector and enter https://mcp.copilotai.live/mcp. Alternatively, add the SSE server URL https://mcp.copilotai.live/mcp/sse to your claude_desktop_config.json file.

Is my banking information secure with Money Copilot MCP?

Money Copilot uses a zero-trust model. It never links to your bank account, credit card, or financial institutions. You only track the expenses you choose to send, protected with AES-256-GCM encryption.

Connect ChatGPT & Claude to Money Copilot AI

Q: How do I connect ChatGPT or Custom GPTs to Money Copilot?

In ChatGPT, go to Settings > Connectors > Advanced to enable Developer Mode and add connector URL https://mcp.copilotai.live/mcp. For Custom GPTs, create an Action importing https://mcp.copilotai.live/mcp with OAuth 2.0 PKCE authentication.

Q: How does receipt photo scanning work with ChatGPT?

When you photograph or upload a receipt to ChatGPT, its multi-modal vision extracts the merchant, date, total, and individual line items. ChatGPT then calls Money Copilot's add_expenses MCP tool to log all transactions in a single batch.

Q: How do I connect Cursor, Windsurf, or VS Code to Money Copilot?

In your .cursor/mcp.json or editor MCP settings, add an SSE server entry with url: https://mcp.copilotai.live/mcp/sse. All 27+ financial tools will immediately become available in your IDE chat.

Connecting Money Copilot to Claude

Works with Claude Desktop & Web

Open Connectors Settings → Connectors

Paste Server URL https://mcp.copilotai.live/mcp

Authorize & Chat OAuth 2.0 zero-trust handshake

1

Method A: Claude Custom Connector (Recommended • Easiest)

1. In Claude (Web or Desktop), click your profile icon in the bottom-left corner → Settings → Connectors.

2. Click Add custom connector and paste the Money Copilot Server URL:

https://mcp.copilotai.live/mcp

3. Complete the private OAuth login in your browser. All 27+ financial tools will immediately become available in your chats!
2
Method B: Claude Desktop Configuration File (claude_desktop_config.json)

If you prefer editing your local config file directly, paste this JSON block into your Claude configuration:
```
{
  "mcpServers": {
    "money-copilot": {
      "url": "https://mcp.copilotai.live/mcp/sse"
    }
  }
}
```
Config path • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json | Windows: %APPDATA%\Claude\claude_desktop_config.json
3

Try Your First Prompt in Claude

Start a new conversation in Claude and say:

Spent $18.50 on lunch at Chipotle today. Categorize it and check my dining budget.

Connecting Money Copilot to ChatGPT

Plus • Team • Enterprise

Open Connectors Settings → Advanced

Add MCP Server https://mcp.copilotai.live/mcp

Scan & Manage Photo receipts & chat budgets

1

Option A: ChatGPT Connectors (Developer Mode)

1. Open ChatGPT → Click your profile icon → Settings → Connectors → Advanced and toggle Developer Mode on.

2. Click Add connector and enter the server endpoint:

https://mcp.copilotai.live/mcp

3. Authorize via the secure zero-trust login screen.
2

Option B: Custom GPT Actions (Custom Financial GPT)

1. Open the GPT Editor → Configure → Create new action.

2. In the Import from URL box, paste:

https://mcp.copilotai.live/mcp

3. Under Authentication, select OAuth 2.0 (PKCE) with Authorization URL: https://money.copilotai.live/authorize and Token URL: https://mcp.copilotai.live/oidc/token.
3

Receipt Scanning with ChatGPT Vision

Snap a photo of any receipt and ask ChatGPT:

Scan this receipt and log all items into my Money Copilot expense tracker.

Connecting to Cursor, Windsurf & VS Code

SSE Remote Server

1
Cursor IDE Configuration (.cursor/mcp.json)

Create or edit .cursor/mcp.json in your project workspace:
```
{
  "mcpServers": {
    "money-copilot": {
      "url": "https://mcp.copilotai.live/mcp/sse"
    }
  }
}
```
2

Windsurf, Cline & Roo Code Support

Money Copilot supports all MCP clients. In Windsurf or Cline MCP Settings, add an SSE server with endpoint https://mcp.copilotai.live/mcp/sse.

Direct Protocol Endpoints & Gateways

Production Gateways

Streamable HTTP / Discovery:  https://mcp.copilotai.live/mcp
SSE Event Stream:             https://mcp.copilotai.live/mcp/sse
SSE Message POST:             https://mcp.copilotai.live/mcp/messages
OAuth 2.0 Authorization:      https://money.copilotai.live/authorize
OAuth 2.0 Token Endpoint:     https://mcp.copilotai.live/oidc/token
Health & Uptime Ping:         https://mcp.copilotai.live/health

Interactive Live Test Simulator

Test a prompt below or type your own custom purchase to see how ChatGPT and Claude interact with Money Copilot in real time.

You

Spent $14.50 at Starbucks on coffee today.

add_expense(amount: 14.50, category: "dining", merchant: "Starbucks")

I've logged your $14.50 purchase at Starbucks under Dining.

📊 Monthly Dining Budget: $128.50 spent of $300.00 ($171.50 remaining • 57% safe).

Popular Prompts to Try

Click any card to copy the exact natural language prompt.

EXPENSE LOGGING

“Paid $45 for gas at Chevron with card”

RECEIPT SCANNING

“Extract and log all items from this Target receipt”

ROLLOVER BUDGETS

“Set a $500 monthly groceries budget with rollover carry”

CASH FLOW & SAVINGS

“Show my net cash flow and savings rate for this month”

SPENDING FORECAST

“Forecast my total spend by the end of August”

SUBSCRIPTIONS AUDIT

“Run a subscription audit on my recurring bills”

Zero Bank Credentials

No account numbers or bank logins required. You control every logged record.

AES-256-GCM Encryption

Your session tokens and ledger items are strictly encrypted and isolated per user ID.

100% Data Ownership

Export your records to CSV/JSON/PDF or purge your account at any moment.

Frequently Asked Questions

Everything you need to know about connecting your assistant.

How do I connect Claude Desktop or Claude Web to Money Copilot?

In Claude, navigate to Settings → Connectors → Add custom connector and enter https://mcp.copilotai.live/mcp. Alternatively, for Claude Desktop on Mac or Windows, add the SSE server URL https://mcp.copilotai.live/mcp/sse to your claude_desktop_config.json file.

How do I connect ChatGPT or Custom GPTs to Money Copilot?

In ChatGPT, go to Settings → Connectors → Advanced to enable Developer Mode and add connector URL https://mcp.copilotai.live/mcp. For Custom GPTs, open the GPT Editor, create an Action importing https://mcp.copilotai.live/mcp with OAuth 2.0 PKCE authentication.

How does receipt photo scanning work with ChatGPT and Claude?

When you photograph or upload a receipt to ChatGPT or Claude, the AI vision model parses the merchant, date, total amount, taxes, and individual itemized lines. It then calls Money Copilot's add_expenses MCP tool to log all transactions in a single batch.

Can I connect both ChatGPT and Claude to the same Money Copilot account?

Yes! Both ChatGPT and Claude connect directly to your single, unified private ledger. Any expense logged in Claude is immediately visible when querying in ChatGPT, coding in Cursor, or checking your web dashboard.

Do I need a paid ChatGPT Plus or Claude Pro subscription?

Money Copilot's Standard tier is completely free. Claude Desktop supports MCP servers for all users. For ChatGPT, Custom GPTs and Connectors require a ChatGPT Plus, Team, or Enterprise subscription.

Is my banking information secure without bank account logins?

Money Copilot uses a zero-trust architecture. It never links to your bank account, credit card numbers, or online banking passwords. You only track the expenses and budgets you explicitly send, protected with AES-256-GCM encryption and complete data exportability.

How do I connect Cursor, Windsurf, or VS Code to Money Copilot?

In your .cursor/mcp.json or editor MCP configuration, add an SSE server entry with url: https://mcp.copilotai.live/mcp/sse. All 27+ financial tools will immediately become available in your IDE chat.

Connect Money Copilot to
ChatGPT & Claude

Claude • Click to View

ChatGPT • Click to View

Cursor & Windsurf • Click to View

Connecting Money Copilot to Claude

Method A: Claude Custom Connector (Recommended • Easiest)

Method B: Claude Desktop Configuration File (`claude_desktop_config.json`)

Try Your First Prompt in Claude

Connecting Money Copilot to ChatGPT

Option A: ChatGPT Connectors (Developer Mode)

Option B: Custom GPT Actions (Custom Financial GPT)

Receipt Scanning with ChatGPT Vision

Connecting to Cursor, Windsurf & VS Code

Cursor IDE Configuration (`.cursor/mcp.json`)

Windsurf, Cline & Roo Code Support

Direct Protocol Endpoints & Gateways

Interactive Live Test Simulator

Popular Prompts to Try

Zero Bank Credentials

AES-256-GCM Encryption

100% Data Ownership

Frequently Asked Questions

Connect Money Copilot to ChatGPT & Claude

Claude • Click to View

ChatGPT • Click to View

Cursor & Windsurf • Click to View

Connecting Money Copilot to Claude

Method A: Claude Custom Connector (Recommended • Easiest)

Method B: Claude Desktop Configuration File (claude_desktop_config.json)

Try Your First Prompt in Claude

Connecting Money Copilot to ChatGPT

Option A: ChatGPT Connectors (Developer Mode)

Option B: Custom GPT Actions (Custom Financial GPT)

Receipt Scanning with ChatGPT Vision

Connecting to Cursor, Windsurf & VS Code

Cursor IDE Configuration (.cursor/mcp.json)

Windsurf, Cline & Roo Code Support

Direct Protocol Endpoints & Gateways

Interactive Live Test Simulator

Popular Prompts to Try

Zero Bank Credentials

AES-256-GCM Encryption

100% Data Ownership

Frequently Asked Questions

Connect Money Copilot to
ChatGPT & Claude

Method B: Claude Desktop Configuration File (`claude_desktop_config.json`)

Cursor IDE Configuration (`.cursor/mcp.json`)