OpenBudget

OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice. Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing. The connection is read-only. OpenBudget can see your data but can never move money, place a trade, or change anything in your accounts. It works with whichever AI client you already use, so you're not locked into one app to get value from it. Plans start at $5/month with a 7-day free trial.

Features: • Bank Connection: Links your bank and investment accounts to AI assistants like Claude and ChatGPT • Automatic Syncing: Your transactions and holdings update in real time without any manual work • Spending Insights: Ask your AI about where your money goes and see actual answers from your accounts • Net Worth Tracking: Get a clear picture of everything you own minus what you owe • Investment Monitoring: Check your dividend income and see how your investments are doing • Tax Planning: Find out what you'd owe in capital gains before you actually sell • Read Only Access: The AI can see your data but can never move money or make changes • Works Everywhere: Use it with any AI client you already prefer, no lock in required