I haven't explored any AI or agent-specific features yet but that's a good flag, thanks. Based on some initial research, it's possible to create a read-only MCP server using OAuth to sign in to Aggregate Finance securely from Claude, ChatGPT, or any other MCP client. The client would then get a short-lived token scoped to your financial data. In the meantime, you could import the Google Sheet and/or CSV/Excel downloads into an LLM and work with the data that way.
having all your financial data in a personal spreadsheet sounds pretty useful. Most finance apps in the market use dashboards and subscription model, so being able to export everything is a nice feature. Curious how well the bank sync works if you are extracting data from multiple accounts.
Thanks for sharing, looks polished on mobile. Is it “agent-ready” in any capacity?
I haven't explored any AI or agent-specific features yet but that's a good flag, thanks. Based on some initial research, it's possible to create a read-only MCP server using OAuth to sign in to Aggregate Finance securely from Claude, ChatGPT, or any other MCP client. The client would then get a short-lived token scoped to your financial data. In the meantime, you could import the Google Sheet and/or CSV/Excel downloads into an LLM and work with the data that way.
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having all your financial data in a personal spreadsheet sounds pretty useful. Most finance apps in the market use dashboards and subscription model, so being able to export everything is a nice feature. Curious how well the bank sync works if you are extracting data from multiple accounts.