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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.

Snapshot and net worth

Subscriptions and recurring

Income and pay

Specific transactions


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.

Next steps

Available tools

Full reference for everything your assistant can query.

Not connected yet?

Back to MyTruv MCP overview and setup.