What this is
Glass Money exposes a Model Context Protocol (MCP) endpoint so Cursor, Claude Desktop, Claude.ai, and similar clients can query your Indian bank and card data — spend summaries, transactions, wallet balances, statement reconciliation, and manual categorization — without a local install.
How to connect
- Sign in to Glass Money on the web (glassmoney.app).
- In the same browser, open https://glassmoney.app/api/mcp/token (Fly origin also works: https://finmail.fly.dev/api/mcp/token). You get a JSON payload with a fresh session token (30-day TTL) and the exact client config.
- Add the server to your MCP client. Cursor example (
mcp.json):
Replace{ "mcpServers": { "glassmoney": { "url": "https://glassmoney.app/api/mcp", "headers": { "Authorization": "Bearer <token>" } } } }<token>with the value from step 2. When it expires, revisit the token URL for a new one. Usehttps://glassmoney.app/api/mcpas the Streamable HTTP URL —/mcpon this site is this human walkthrough page, not the protocol endpoint.- Codex: use the same Streamable HTTP URL
https://glassmoney.app/api/mcpwith the Bearer token from/api/mcp/token. - Grok Bot: same URL and Bearer token — paste into the client’s MCP HTTP / headers field; no separate Glass Money schema.
- Codex: use the same Streamable HTTP URL
Gmail: Connecting Gmail for alert sync is still on Google’s Testing / OAuth allowlist path — not open unrestricted Gmail for everyone yet. MCP only reads data already in your Glass Money tenant after you connect in the app.
Example prompts
- How much did I spend this calendar month?
- Show my UPI payments to Swiggy or Zomato in the last 30 days.
- Break down last month’s debit spend by category.
- What are my current wallet balances by bank or card account?
- List my supported banks and card issuers.
- Reconcile my latest credit-card statement against alert transactions.
- Using SQL, which counterparties took the most money this quarter?
- Mark transaction 123 as groceries.
Privacy and tenant isolation
Every MCP request must send Authorization: Bearer <token>. The token is an ordinary Glass Money session credential — treat it like a password; do not paste it into public chats. The server resolves the token to your user id and opens only your per-user SQLite database (users/<id>/finmail.db). There is no cross-tenant tool surface: another user’s token cannot read your rows, and cookie-only browser sessions are not accepted on /api/mcp.
Native OAuth inside the MCP transport is not part of this connect flow yet (session mint via /api/mcp/token only). Gmail connect and sync stay in the Glass Money app. Full privacy policy: glassmoney.app/privacy.
Tools available
get_account_status, get_summary, get_wallet, list_transactions, sql_query (SELECT-only), get_schema, list_banks, list_statements, reconcile, list_categories, set_category.