Moola for Claude and ChatGPT

• See your net worth, accounts, income and monthly spending.
• See your UK income tax and National Insurance, or compare the tax returns you have confirmed in Moola from different countries, each converted at its own tax year’s exchange rate.
• Try what-ifs, such as buying a home, a pay rise, a sabbatical or early retirement, and see your net wealth year by year with and without the change.
• Work out how many months until you reach a savings goal, or plan an exit ladder for shares or funds from your own prices.
• Add or update an account, change your income or spending, record a tax return you have filed, or save a scenario to your dashboard.
• New to Moola? Ask your assistant to set up your Moola plan, and it walks you through the same steps as the app.

• It never moves money, places orders, connects a bank or deletes your account.
• It never saves a change without your confirmation. Every change is shown to you as a plain summary first, and nothing is saved until you agree.
• Its figures are calculations on your own data, not financial advice.

You need a Moola account. Setting up your plan is free. After setup, the connector works with a Moola subscription, the same as the app. Without one, your assistant can still show what is missing from your plan and give you a link to the plans. See the plans.

• In Claude, open Settings → Connectors and choose Moola from the directory. If it is not listed for you yet, choose Add custom connector and enter the server URL below.
• Sign in to Moola when asked, and approve what Claude may do.
• Ask Claude a question, such as “What’s my net worth in Moola?”

• In ChatGPT, find Moola in the apps directory and connect it. Until it is listed, it is not yet available in ChatGPT.
• Sign in to Moola when asked, and approve what ChatGPT may do.
• Ask ChatGPT a question, such as “Project my wealth at 60 if I take a 12-month sabbatical next year.”

For assistants that take a custom connector: https://app.moola-money.com/api/mcp

It signs you in with OAuth. There is no API key to copy.

You can disconnect an assistant at any time in Moola under Settings → Assistants, or in your assistant’s own connector settings. Its access stops immediately, and connecting again asks for your approval afresh.

Moola sends your assistant only what each question needs, never bank or card numbers or tax reference numbers. What your assistant’s provider does with it is covered by your agreement with them. Section 10 of our privacy policy explains this in full.

Questions or problems? Email support@moola-money.com.