Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.mytruv.com/llms.txt

Use this file to discover all available pages before exploring further.

​
What is MCP for AI Agents?

The same hosted MCP server that powers chat apps also exposes your MyTruv data to agentic developer tools - Claude Code, Codex, Cursor, and any other client that speaks MCP. Drop the URL into the agent’s config and it can call read-only tools to inspect your accounts, transactions, spending, and income while reasoning over your code or workflows.
Claude Code session calling mytruv:spending and rendering a categorized monthly breakdown in the terminal
The MCP server is read-only. It cannot modify your accounts, create transactions, or change any settings.

​
Prerequisites

  • A MyTruv Pro subscription (monthly or annual) with at least one connected bank or payroll account
  • A coding agent or terminal client that supports MCP servers over OAuth
MyTruv MCP is only available on the Pro plan. Upgrade to Pro to get started.

​
How authentication works

OAuth - no API keys or tokens to manage. The first time the agent calls a MyTruv tool, your browser opens so you can authorize access. The session stays active until you sign out. The server URL is: 
https://api.mytruv.com/mcp

​
Pick your agent

​
Claude Code

One-command install in the Claude Code CLI

​
Codex

OpenAI Codex CLI via CLI or config.toml

​
Cursor

Cursor Settings UI or mcp.json

​
Other clients

Gemini CLI, VS Code, JetBrains, Windsurf, Zed, and more

Using Claude.ai or ChatGPT? See MCP for AI Chats.

​
Try it out

After connecting, ask the agent to query something concrete - for example, “summarize my last month of spending” or “list my recurring subscriptions over $20”. The agent will call MyTruv tools under the hood and return the answer with the data it pulled.

​
Available tools

The full set of read-only tools your agent can call.

​
Limitations

  • Pro plan required - MyTruv MCP is not available on the free plan
  • Read-only access - the MCP server cannot modify your data