matcha money
Develop your ritual for financial wellness.
What it can do
- Get Accounts: Get all financial accounts (bank accounts, credit cards, investments).
- Get Account: Get detailed account information with optional balance history.
- Manage Accounts: Create or update any manual account (checking, savings, credit card, loan, investment, etc.), reconcile balances, rename, change type, toggle holdings-only, or archive/unarchive. Omit
What data it sees
Do you need an account
No: the server works without sign-in
Develop your ritual for financial wellness.
Connect your accounts, automate your budgeting, and reach your goals together. A flexible financial platform built for families.
How to connect
How to connect matcha money to Claude
The server address to paste into Claude settings:
https://matcha-money--aequitas-labs.run.tools
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect matcha money to ChatGPT
The server address to paste into ChatGPT settings:
https://matcha-money--aequitas-labs.run.tools
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect matcha money to Cursor
The server address to paste into Cursor settings:
https://matcha-money--aequitas-labs.run.tools
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (23)
Raw names from tools/list. Only developers need these.
| get_accounts | Get all financial accounts (bank accounts, credit cards, investments). |
| get_account | Get detailed account information with optional balance history. |
| manage_accounts | Create or update any manual account (checking, savings, credit card, loan, investment, etc.), reconcile balances, rename, change type, toggle holdings-only, or archive/unarchive. Omit account_id to create, provide it to update. |
| get_net_worth | Get net worth data (current or historical). Use get_holdings for detailed investment data. |
| get_holdings | Get detailed investment holdings with per-ticker gain/loss. Use view=by_account to see holdings grouped under each account, or view=by_ticker to see positions aggregated across all accounts. |
| get_liabilities | Get all credit card and loan accounts with detailed liability information (APR, minimum payment, due date, credit limit) and a summary of total debt. |
| manage_holdings | Create, update, delete, exclude, or include investment holdings. Exclude/include controls whether a holding is hidden from portfolio views and totals. |
| manage_manual_items | Create, update, delete, or list manual banks for organizing manual accounts. Manual items are the equivalent of Plaid items for manually-created accounts. |
| get_transactions | Get recent transactions with optional filters. For incremental sync, use modified_after to fetch only transactions changed since last sync. |
| manage_transactions | Create, update, delete, split, or batch update transactions. Use mode to specify operation. |
| get_budget | Get budget data: targets, analysis, or income. Use get_liabilities for debt details. |
| manage_budgets | Set budget targets or transfer funds between categories/goals. |
| get_goals | Get financial goals. |
| manage_goals | Create, update, archive, or unarchive a savings goal. Provide goal_id to update an existing goal. |
| get_recurring_bills | Get all recurring bills. |
| manage_recurring_bills | Create, update, or delete a recurring bill. Provide bill_id to update/delete. |
| get_taxonomy | Get all categories and tags. |
| manage_taxonomy | Create, update, or delete a category or tag. Use type to specify which. |
| merge_tags | Merge one tag into another. All transactions with the source tag will be re-tagged with the target tag, and the source tag will be deleted. This action is irreversible. |
| get_alerts | Smart alerts are coming soon. This feature is temporarily disabled while we build a better alert system. |
| get_rules | Get all categorization rules for automatically categorizing transactions. |
| manage_rules | Create, update, or delete a categorization rule. Provide rule_id to update/delete. At least one of set_category or add_tags must be provided for create/update. |
| run_rules | Run categorization rules on all uncategorized transactions. |