The MCP server
for your money.

Securely connect your accounts through Plaid and get structured financial data as MCP tools — inside Claude Code, Claude.ai, or any MCP client. The safest way to bring your finances to AI.

Read-only Secured by Plaid-secured Encrypted in transit & at rest Encrypted transit & rest
Claude.ai Driggsby running inside Claude.ai — real financial questions answered with real data
Real conversation. Real data. Inside Claude.ai.
New Use Driggsby with Opus 4.7 in Claude Code Routines

How it works

Three steps.
Two minutes.

1
Securely connect through Plaid — the same service behind Venmo, Robinhood, and Coinbase. Read-only access only. Your credentials never touch our servers.
2
Add Driggsby to your AI client. In Claude.ai: Customize → Connectors → add a custom connector named Driggsby. Then, start a new chat and you'll be prompted to connect through OAuth.
3
Ask about your money. "What's my net worth?" "Any unusual charges?" "How much am I spending on subscriptions?" Real answers from real data.

Add custom connector

Beta

Connect Claude to your data and tools.

Advanced settings

Only use connectors from developers you trust.

What you can ask

Every question you've had
about your money.

Your AI already knows how to analyze finances. It just needs the data.

Spending
"How much did I spend on dining out last month?"
Retirement
"How much am I putting into my 401k each month?"
Anomalies
"Are there any duplicate or unusual charges this month?"
Cash flow
"Am I spending more than I'm earning each month?"
Subscriptions
"List every recurring charge I'm paying for."
Taxes
"Show me all charitable donations from 2025."
Net worth
"What's my total net worth across all accounts?"
Debt
"What's the fastest way to pay off my credit cards?"
Saving
"How much can I safely auto-save each month based on my spending?"
Investments
"What's in my 401k and how is it allocated?"
Income
"How much am I actually taking home each month after everything?"
Search
"Find every Amazon charge over $100 this year."

Securely connect all your accounts in seconds.

Driggsby uses Plaid to securely link your accounts. Your credentials go directly to your bank, never through us. Over 12,000 institutions supported.

Connect your accounts to Driggsby
Select your financial institutions
Chase
Chase
Checking, Savings, Credit Card
Charles Schwab
Charles Schwab
Brokerage, IRA
American Express
American Express
Credit Card
Wells Fargo
Wells Fargo
Mortgage
Secured by Plaid

MCP Tools

Your finances,
as AI-native tools.

Every tool returns structured data your AI can reason over. Synced automatically via Plaid.

get_overview
start here
Agent-first summary of the user's financial state — rollups, balances, available datasets, and recommended next tools.
search_cash_transactions
up to 2 yrs
Search, filter, and analyze transactions across every connected cash and card account.
search_investment_activity
full history
Search trades, transfers, and dividends across brokerage and retirement accounts — for past-tense questions like when you bought BTC.
list_investment_holdings
auto-synced
Current holdings, values, and allocations across brokerage and retirement accounts.
list_recurring_transactions
auto-detected
Plaid-detected subscriptions and recurring charges with predicted next dates and typical amounts.
query_cash_sql
read-only SQL
Run a read-only SELECT over your transactions for ad-hoc analysis when search isn't enough.
export_cash_transactions
CSV
Export any date range of transactions as a short-lived downloadable CSV.
email_me
owner only
Send a short notification to your verified email. Recipient is fixed to the account owner server-side and every send is rate-limited.

These are just a few of Driggsby's tools. Ask your AI, "What can Driggsby do?"

For your agent

Want your AI to be a Driggsby power-user?

https://driggsby.com/llms.txt

Open source

New: The Driggsby CLI (Apache 2.0).

github.com/driggsby/driggsby

Security

Designed to earn
your trust.

Written in Rust. Plaid-secured. Built securely from day one.

Driggsby never...
Sees your bank password
You log in through Plaid, not us. Your bank credentials go directly to your bank — they never touch our servers.
Touches your money
Driggsby operates with read-only permissions from Plaid. We can see balances and transactions to power your AI's answers — but we cannot initiate transfers, payments, or trades.
Sells or shares your data
Not with advertisers, not with partners, not with anyone. Your financial data exists to serve you and no one else.
Driggsby always...
Uses read-only access
Your AI gets read-only access to balances and transactions — enough to answer any question, without the ability to change anything.
Encrypts everything
All data encrypted at rest and in transit. Built to meet Plaid's security and compliance requirements.
Gives you full control
Disconnect linked accounts to stop future access or refreshes.

"What are we actually worth?"

My wife is a CPA. She asked me that one evening after dinner. Not worried. Just curious — the way you'd check the weather before a weekend trip.

We didn't know.

Our money sat in ten different accounts, held together by a spreadsheet last opened six months ago. It was tedious enough that we kept putting it off, and important enough that we felt guilty every time we did.

She wanted to open her phone on any given Tuesday and just know. I wanted to ask my AI about my real finances and get real answers. Neither of us could.

So I built Driggsby.

Matt May
Matt MayFounder

Connect once.
Ask anything.

Driggsby is in public beta. Free to connect — bring your own AI.

Get started

Works with Claude Code, Claude.ai, Codex, ChatGPT, and any OAuth-compatible MCP client.