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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.

Once MyTruv MCP is connected, click Ask in the Claude or ChatGPT column to open any prompt in a fresh chat. Each link includes a short connector hint, so if the assistant isn’t connected yet, it walks you through setup before answering.

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Snapshot and net worth

PromptClaudeChatGPT
Give me a full financial snapshot - balances, net worth, and where my money went this monthAskAsk
How has my net worth changed over the last 6 months?AskAsk
What are my current balances across all connected accounts?AskAsk
PromptClaudeChatGPT
Break down my spending by category this monthAskAsk
Dig into my spending over the past year and find patterns I might not notice myselfAskAsk
Compare my spending this month vs last month by categoryAskAsk
How much did I spend on dining out last month?AskAsk
Which categories are trending up compared to last quarter?AskAsk

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Subscriptions and recurring

PromptClaudeChatGPT
What subscriptions and recurring bills am I paying for? Flag any I might be able to cutAskAsk
Show me all my active subscriptions with their monthly costAskAsk
List my upcoming recurring bills for the next 30 daysAskAsk

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Income and pay

PromptClaudeChatGPT
What are my income sources and how much do I earn from each?AskAsk
Show me my most recent pay stubs with gross, net, and deductionsAskAsk
What’s my average monthly income over the last 6 months?AskAsk

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Specific transactions

PromptClaudeChatGPT
Find all transactions over $500 in the last 90 daysAskAsk
Show me every charge from Amazon this yearAskAsk
Find all my tax-deductible expenses from last year - charitable donations, medical, business mealsAskAsk

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Tips for better answers

  • Be specific about time. “Last 30 days”, “Q1 2026”, or “since January” works better than “recently”.
  • Ask follow-ups. Once the assistant pulls data, follow up with “break that down by merchant” or “show me the biggest outliers”.
  • Combine sources. Ask about income and spending together to get cash-flow analysis in one answer.

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Next steps

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Available tools

Full reference for everything your assistant can query.

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Not connected yet?

Back to MyTruv MCP overview and setup.