Developers
AskCash is a hosted MCP connector for personal finance insights. You connect banks with Plaid (read-only). Your agent is the UI — not another budgeting app.
- Read-only via Plaid. AskCash never moves money.
- We never store your transactions.
- Fetches happen when you or your agent ask.
- One shared confidential client; many users.
Connect
| URL | https://askcash.app/mcp |
|---|---|
| Transport | HTTP Streamable |
| Auth | OAuth in the browser. Do not paste a token. |
- Create an account (email magic link).
- Connect your agent to
https://askcash.app/mcpwith OAuth. - Link a bank with Plaid when ready (paid period may be required).
Works with Claude, ChatGPT, Cursor, and other MCP clients that support HTTP Streamable and OAuth.
How to use this prompt
- Copy the prompt and give it to your agent.
- MCP URL is https://askcash.app/mcp.
- Transport is HTTP Streamable. Use OAuth. Sign in in the browser. Do not paste a token.
- After connect, the agent uses only the tools the server exposes. It does not invent tools.
- Those tools are list_connected_items, disconnect_item, get_balances, get_transactions, cash_snapshot, set_transaction_category, and categorized_spending.
- cash_snapshot defaults to 7 days and cannot exceed 90 days.
- AskCash fetches what you need and does not store your transactions.
- If a bank needs reconnect, the agent says so. It does not disconnect a bank unless you ask.
Connect to my AskCash account so you can answer questions about my money. MCP URL: https://askcash.app/mcp Transport: HTTP Streamable. Use OAuth. I will sign in in the browser. Do not ask me to paste a token. After I connect, use only the tools the server exposes. Do not invent tools. Those tools are list_connected_items, disconnect_item, get_balances, get_transactions, cash_snapshot, set_transaction_category, and categorized_spending. cash_snapshot defaults to 7 days and cannot exceed 90 days. AskCash fetches what you need and does not store my transactions. If a bank needs reconnect, say so. Do not disconnect a bank unless I ask.
Tools
Use only tools the server exposes. Do not invent tools. Confirm with tools/list.
| Tool | Notes |
|---|---|
list_connected_items | Connected banks |
get_link_accounts_url | Deep link to Connect on /account?link=1 (Plaid Link stays in AskCash UI) |
disconnect_item | Only when the user asks |
get_balances | Tries live Balance; may return cached /accounts/get with balance_source |
get_transactions | Live sync page; client-held cursor |
list_accounts | Flat accounts + balances; never stored |
search_transactions | Live filter; pass next_cursor to page; never stored |
get_recurring_transactions | Recurring streams; clear error if add-on denied; never stored |
cash_snapshot | Default 7 days; max 90 days |
set_transaction_category | Encrypted label by transaction id |
categorized_spending | By category for the window |
save_receipt_items | Receipt notes by transaction id |
list_receipt_items | Saved receipt notes |
Data & trust
We never store your transactions (no Plaid transaction payloads or balances retained). Receipt item text and an encrypted custom category may be stored keyed to a transaction id — user/agent notes, not the bank transaction payload.
Policies
Privacy, Terms, Cancellation, Refund, Security, Use restrictions. Published on askcash.app — not a claim of counsel approval or legal compliance.
Machine-readable: llms.txt · llms-full.txt
Pricing
One plan: $5 a month or $55 a year. See Pricing.