Connect tinyCFO to Claude
Add tinyCFO as a connector in Claude so it can analyze your spending, track your net worth, and answer questions about your finances using your real data.
Connect tinyCFO to Claude and start asking questions about your real financial data. Setup takes about two minutes.
Before You Start
- A tinyCFO account with at least one bank account connected. No account yet? Start with the Getting Started guide.
- A Claude account at claude.ai.
Step 1: Open Connectors
Go to claude.ai/settings/connectors and click Add custom connector.
Step 2: Enter Server Details
Copy each value below and paste it into the matching field.
Click Add. You do not need to open Advanced settings for the default tinyCFO connector.
Step 3: Connect and Authorize
tinyCFO appears in your Connectors list. Click Connect.
A tinyCFO sign-in page opens. Log in and click Authorize to grant Claude read-only access to your financial data.
Step 4: Set to Always Allow
After authorizing, the button changes to Configure. Click it and set all tools to Always allow so Claude can access your data without asking permission each time.
Try It Out
Once you've completed the steps above, open a new chat in Claude and try asking something like:
- "What did I spend on restaurants last month?"
- "What is my current net worth?"
- "Show me all recurring charges over $50"
- "Am I cash flow positive this month?"
Troubleshooting
"Unauthorized" error: Make sure you are logged in to tinyCFO before clicking Connect. If you recently changed your password, sign out and back in first.
No data showing up: Verify you have at least one bank account connected in tinyCFO. New accounts can take a few minutes to sync.
Questions? Reach out at support@tinycfo.ai or book a demo.