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Your finances,
right inside Claude
Monty's MCP server gives Claude a trusted source of truth for your books. Ask anything, build workflows, and never switch tabs to check your numbers.
Claude+Monty ConnectedAsk anything about your money
Monty keeps a clean, categorized set of books. Claude can read them instantly through MCP, so you get real answers from real data – not guesses.
“How much did I spend on software this quarter?”
Get exact numbers pulled from your categorized transactions, not rough estimates.
“Am I on track for my quarterly tax estimate?”
Monty knows your income, deductions, and estimated liability in real time.
“Who are my top 5 clients by revenue this year?”
Break down your business by client, category, or time period – all from chat.
Claude+Monty ConnectedBuild on top of your books
Connect Monty to your other tools through Claude. Generate reports, pipe data to Notion or Google Sheets, set up alerts – all in natural language.
ClaudeMCP workflowMonthly P&L to Notion
Ask Claude to pull your profit and loss from Monty and post a formatted summary to your Notion workspace.
Spending alerts
Set up Claude to check your spend in a category and alert you when it crosses a threshold.
Client invoice tracking
Have Claude cross-reference your invoices against received payments and flag anything outstanding.
Your full financial picture, available to Claude
Monty exposes your books through a read-only MCP server. Your data stays private – Claude only accesses it when you ask.
Read-only by default. Your credentials stay local. Monty never shares data unless you explicitly ask.
Up and running in minutes
Connect Monty to Claude in three steps.
Sign up for Monty
Connect your bank accounts and let Monty categorize your transactions.
Install the MCP server
Add Monty's MCP server to Claude Desktop or Claude Code with one config line.
Start asking
Your books are now available inside Claude. Ask anything or start building workflows.