Ask in plain language
Ask Claude or ChatGPT about transactions, spending summaries, and reports.
All features AI assistant connection
Ask your money questions in conversation.
Connect Claude or ChatGPT to SpendixAI with MCP. Review spending, add expenses, and upload statements from a familiar conversation.
AI assistant + SpendixAI Connected
What did I spend last month?
You spent ₹48,320 this month. Food & Dining was your largest category.
Read only access · You approve what is shared
The big picture
Make the details work for you.
MCP lets a supported AI assistant work with the SpendixAI data you choose to share. You remain in control of the connection and its permissions.
What you can do01 02 03
Designed around the moments that matter.
Add work from chat
With write access, add or update expenses and upload statements through your assistant.
Control access
Start read only, choose a scope preset, and disconnect a client when you want.
How it works
From the first step to a clearer view.
Ask “What did I spend last month?” and get a summary based on your permitted SpendixAI records.
Add the SpendixAI MCP server
In your supported AI client, add the SpendixAI server URL shown inside your workspace.
Sign in and approve
Use your SpendixAI sign-in, choose an organisation, and review the requested permissions.
Ask your first question
Try a spending question, then grant more access only if you need write actions.
Your permissions
Start with the access you need.
SpendixAI asks you to approve a scope preset when you connect. You can see and revoke connected clients in your workspace.
Read onlyRecommended
Ask about transactions and reports. No changes or uploads.
Read and add
Ask questions, add or update expenses, and upload statements.
Full access
Also manage categorisation rules. Billing and member settings stay in the console.
At a glance3
access levels to choose from
Explore the full picture with your own data after you sign in.
Create your accountCommon questions
Good to know.
See how this feature fits into your SpendixAI workspace.
Do I need to paste an API key?
No. The supported connection flow uses your SpendixAI sign-in and consent screen.
Can I keep the connection read only?
Yes. Read only is the recommended starting preset. You can grant more access later.
Can the assistant change billing or members?
No. Those settings stay in the SpendixAI console.
Keep exploring
