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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.

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What is MCP for AI Chats?

MyTruv MCP plugs your financial data into the AI chat apps you already use - ask Claude or ChatGPT about your spending, balances, paychecks, and subscriptions in plain English and get answers grounded in your real accounts.
ChatGPT answering 'Where did my money actually go this month?' with a MyTruv-sourced spending breakdown
The MCP server is read-only. It cannot modify your accounts, create transactions, or change any settings.

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Prerequisites

  • A MyTruv Pro subscription (monthly or annual) with at least one connected bank or payroll account
  • A chat assistant that supports custom MCP connectors (Claude.ai, Claude Desktop, ChatGPT Plus/Pro/Business/Enterprise/Edu)
MyTruv MCP is only available on the Pro plan. Upgrade to Pro to get started.

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How authentication works

The MyTruv MCP server uses OAuth. No API keys or tokens to manage - just sign in with your MyTruv account when prompted. On first use, your browser opens automatically so you can authorize access. After that, your session stays active until you sign out. The server URL is: 
https://api.mytruv.com/mcp

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Pick your chat app

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Claude.ai

Claude.ai and Claude Desktop via Connectors

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ChatGPT

Custom connector in ChatGPT Settings

Using Claude Code, Codex, Cursor, or another agentic developer tool? See MCP for AI Agents.

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Try it out

Once your chat app is connected, the fastest way to see MCP in action is to copy a prompt:

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Try these prompts

Ready-to-use questions to ask Claude or ChatGPT.

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Limitations

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