Kevoro + Claude
Your portfolio and cash picture, inside Claude.
Connect your financial accounts once through Kevoro, then ask Claude questions about your portfolio, cash position, card activity, and recurring bills — powered by the Model Context Protocol (MCP) with read-only access and minimum data per request.
How it works with Claude
1. Connect your accounts
Link brokerage, checking, savings, and credit card accounts through Kevoro's secure connection flow powered by Plaid.
2. Connect Kevoro to Claude
Kevoro integrates with Claude via the Model Context Protocol (MCP). Native, secure, and built for Claude's workflow.
3. Ask naturally
"What changed across my portfolio and cash this week?" — Claude uses Kevoro's read-only context to answer with live financial data.
Example prompts
"What changed across my portfolio and cash this week?"
"How much cash do I have across all linked accounts?"
"What are my most recent card charges?"
"Which recurring charges hit this month?"
"What holdings are in my brokerage accounts?"
Get started with Claude + Kevoro
Read-only access. No money movement. Disconnect anytime.