Use TinyCashflow with Claude

Connect your TinyCashflow account to Claude and ask about your money in plain language: balances, where the month is heading, what you spent, your deductible expenses and business revenue for the year. Claude can also record transactions and manage recurring items for you, and every change it makes can be reviewed and undone.

חברו את TinyCashflow ל-Claude ושאלו על הכסף שלכם בשפה חופשית: יתרות, לאן החודש הולך, כמה הוצאתם, הוצאות מוכרות ומחזור עסקי לשנה. Claude יכול גם לרשום תנועות ולנהל חיובים קבועים, וכל שינוי שהוא עושה נרשם וניתן לביטול.

What you need

  • A TinyCashflow account with Premium (Claude reads the data synced to your account).
  • Open the app once on a signed-in device so your data is synced.
  • Claude on the web, desktop or mobile, Claude Code, or another assistant that supports remote MCP servers.

Connect in Claude (web, desktop, mobile)

  1. In Claude, open Settings → Connectors and choose Add custom connector.
  2. Name it TinyCashflow and paste the server address: https://tinycashflow.com/mcp
  3. Choose Connect. Sign in to TinyCashflow if asked, review what Claude will be able to do, and approve.
  4. Start a new chat and ask, for example, “What will my balance be at the end of the month?”

A connector added on the web is available in the Claude desktop and mobile apps on the same account.

Add the TinyCashflow skill (recommended)

The skill teaches Claude TinyCashflow’s terms (תזרים, הוצאות מוכרות, עדכון יתרה…) and when to use each tool, so answers are more accurate. It loads by itself when your question is about TinyCashflow.

  1. Download the skill (a small zip file; don’t unzip it).
  2. In Claude, open Settings → Capabilities, find Skills, and upload the zip.
  3. Make sure the TinyCashflow skill is turned on.

Custom skills need a paid Claude plan with code execution turned on. The skill works together with the connector above; it does not access your data by itself.

Claude Code and other assistants

In Claude Code, run:

claude mcp add --transport http tinycashflow https://tinycashflow.com/mcp

then run /mcp and sign in when asked.

Any assistant that supports remote MCP servers with OAuth sign-in can use the same address, https://tinycashflow.com/mcp.

What Claude can do

Read

  • list_worksheets, list_accounts, list_categories — what you have, with today’s balances and net worth
  • get_transactions — transactions by date, account, category, text or tag
  • get_recurring_items — recurring items with their next dates
  • get_forecast, get_balance_on_date — the forecast of every balance
  • get_report — month, quarter or year reports, including deductible expenses and business revenue

Change (each change is logged and can be undone)

  • add_transaction, update_transaction, delete_transaction — record and edit transactions, transfers between your own accounts, and new recurring items
  • update_recurring — pause, end, or change a recurring item, now or from a date
  • update_balance — record what an account really holds
  • state_monthly_figure — state a month’s deductible expenses or business revenue (עדכון תזרים)
  • undo_last_change

TinyCashflow records your finances; it never moves real money, and neither can Claude through it.

Safety and control

  • Claude can only reach the account you sign in with, and only after you approve the connection.
  • Balance updates, large amounts, deleting a whole recurring item and changes to many rows need your OK in the chat first.
  • Every change appears in Settings → AI assistants → Changes made by AI for 90 days, with an Undo button. A row you edited since is never overwritten by an undo.
  • Disconnect any time in Settings → AI assistants, or remove the connector in Claude.
  • We don’t receive your conversations with Claude — only the requests it sends to TinyCashflow. See our Privacy Policy.

Troubleshooting

  • Claude says it can only read: disconnect TinyCashflow in Claude’s connector settings and connect again, then start a new chat.
  • Data looks out of date: open TinyCashflow on a signed-in device so it syncs.
  • “Premium needed”: the connection uses your synced account, which is part of Premium.

Still stuck? Email support@tinycashflow.com.