# Nexafin

> Talk to your money

## About
Nexafin is an AI-powered personal finance and expense tracking platform.
Connect your bank accounts and interact with your financial data using
natural language through AI assistants.

## MCP Integration
Nexafin integrates with AI assistants via MCP (Model Context Protocol).
Connect your financial data and ask natural language questions about
your spending, balances, and bills.

- MCP Endpoint: https://app.nexafin.com/mcp
- Authentication: OAuth 2.1 (automatic via MCP client)
- Subscription: PRO plan required
- Access: Read-only — no modifications to your data

### Connect via Claude Code (CLI)
```
claude mcp add --transport http nexafin https://app.nexafin.com/mcp
```

### Connect via Claude Desktop
Settings → Connectors → Add custom connector → URL: https://app.nexafin.com/mcp

### Connect via ChatGPT
Settings → Apps → Create app → MCP Server URL: https://app.nexafin.com/mcp

### Available Tools
- get_account_balances — Bank account balances and net worth
- get_transactions — Recent transactions with filtering and search
- get_recurring_bills — Upcoming bills, subscriptions, and recurring payments
- get_spending_by_category — Spending patterns grouped by category

## Key Features
- Connect 12,000+ banks worldwide
- Automatic transaction categorization
- Net worth tracking
- Bill monitoring and alerts
- Spending insights and analytics

## Security
- Privacy-first, read-only access
- 256-bit AES encryption
- Zero-knowledge architecture
- Cannot move money or access credentials
- Users control what data is shared

## Example Questions
- "Show my account balances"
- "What bills are coming up?"
- "How much did I spend on food last month?"
- "Where is most of my money going?"

## Links
- Website: https://nexafin.com
- Help: https://nexafin.com/page/help
- Privacy Policy: https://nexafin.com/privacy-policy
- Terms: https://nexafin.com/terms-and-conditions

## Contact
- Email: support@nexafin.com
- Twitter: @nexafin
- iOS App: https://apps.apple.com/us/app/nexafin-spend-tracking-app/id1627011721