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Enable users to connect EveryDollar to AI assistants (MCP / API)

Gregory Zilber

Hi EveryDollar team,

I'm a longtime EveryDollar user, and I'd like to request a feature: a secure, user-consented way for AI assistants like Anthropic's Claude to connect to EveryDollar.

More and more people are using AI assistants to help manage their money — asking things like "how am I tracking against my grocery budget this month?" or "summarize my discretionary spending since January." Today there's no way to bring EveryDollar data into these tools short of manual CSV exports. A native connection would make EveryDollar dramatically more useful for this fast-growing use case, and would be a real differentiator among budgeting apps.

A few technical options, in rough order of how quickly they could ship:

1. Personal access tokens (quickest). Let individual premium users generate a read-only token to connect their own AI tools — similar to what GitHub, Notion, and many SaaS apps offer. Low engineering lift, and it immediately unblocks power users while you gauge demand.

2. Public REST API with OAuth 2.0 (foundational). A documented API with OAuth lets users grant scoped access without sharing their password, and lets the developer community build on top. You could start with read-only scopes (budget, categories, transactions) and keep any write access behind separate, explicit permissions.

3. Hosted MCP server (most AI-native). The Model Context Protocol is an open standard — created by Anthropic and now widely adopted — that lets AI assistants connect to a service in a few clicks. A hosted EveryDollar MCP server would work natively with Claude and other MCP-compatible agents.

You already partner with trusted providers like Plaid and Mastercard to bring bank data into EveryDollar, so extending user-consented, read-only access outward feels like a natural next step.

I'd be glad to beta test any of this. Thanks for considering it.

4

Comments

2 comments

Date Votes
  • Ross Youngs

    One workaround I've found is using copilot to pull the data out as a table and modify it from there. Though that can only do category totals, and not necessarily individual transactions. 

    0
  • Joel Sticha
    Edited

    I second this request. A Rest/Graph API would be really awesome for our own processing.

    1

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