Every transaction, explained
Search as you type, filter by category, account, or period, and see where each charge came from.
Private by default. Only you can open your dashboards, from anywhere, behind your login.
New
Introducing Driggsby 2.0
Personal financial infrastructure
Connect your accounts once. Your agents build custom dashboards, run automations, and catch what you’d miss.
- Read-only
- Encrypted in transit & at restEncrypted
- Remove anytime
Connect through
Banks, cards, brokerages, and loans. Your password stays with your bank, and Driggsby only ever reads.
Chase
Bank of America
Wells Fargo
Capital One
Citi
Ally
Navy Federal
American Express
Discover
Charles Schwab
Fidelity
Vanguard
Robinhood
E*TRADEDashboards
Dashboards your agent builds
Describe the dashboard you want to a desktop agent. It handles the design, Driggsby feeds in your live data, and every time you open it, the numbers are current.
-
1Paste this into Claude Code, the ChatGPT app in Codex mode, or any desktop agentRead https://
app.driggsby.com/ and build me a dashboard of my cash runwayskills/ dashboards.md -
2See your auto-updating dashboard from anywhere, safely behind your login.Built once, refreshed on every visit. Just ask your agent for edits. Redeploys instantly.
6 accounts connected2,318 transactions ready
Always current. A dashboard updates as your data does. No exports, no refresh button.
Recent versions kept. Ask for a new chart and your agent redeploys. Roll back to any of the last 20.
Automations
Automations that report back
Write what to check in plain words and pick daily or weekly. Each run is its own agent that reads your data fresh. What it finds lands in Driggsby, and in your inbox when there’s news.
Monday money check
Compare last week’s spending to the week before. Call out new subscriptions, price changes, and any charge over $200.
Next check Oct 5 at 8:00 AMMondays 8:00 AM
Recent checks
Running
Checking your finances now
8:00 AM
08:00:01Working space ready
08:00:03Called get_overview (reason: this week’s totals)
08:00:06Called query_cash_sql (reason: last two weeks by category)
08:00:11Called list_findings (reason: new subscriptions and price changes)
08:00:19Called email_me (reason: send the summary)
08:00:21Working space cleaned up
DriggsbyMonday money check
8:00 AM
driggsby
Monday money check
- You spent $612 last week, 9% less than the week before.
- One new subscription: Cloud storage, $2.99 a month.
- One price change: Video streaming went from $15.49 to $17.99.
- No single charge over $200.
On your schedule. Daily or weekly, at the hour you pick, in your time zone. Run one now anytime.
Fresh every run. Each run is its own agent with read access, and each one keeps its own log.
Checks, never moves. Automations read and notify. They can’t move money.
The app
The whole picture, in one app
Your agent does the heavy lifting. Driggsby 2.0 adds the pages you check between asks, on your desktop and on your phone.
Spending at a glance
This week, month, or year against the same point last time, by category and merchant.
Your balance sheet
Net worth up top, then cash, investments, what you owe, and anything you value yourself.
Find anything
Press F to jump to any dashboard, automation, account, or page, or to search every transaction.
Rules that stick
Ask your agent to recategorize, rename, or tag once. It applies to past and future transactions.
On your Home Screen
The whole app, laid out for your phone and one tap away.
Security
Read-only. Revocable. Yours.
Driggsby reads your balances and transactions. It can’t move money. Every AI app and CLI sign-in with access sits on one page, where you can revoke it in seconds.
driggsby
Connect Claude Code
Claude Code wants to access your Driggsby account.
- Read your accounts, transactions, and investments
- Make changes in Driggsby, like setting up automations and editing transaction rules
- Email you and export your transactions to a file
- Cannot move money or link accounts
DashboardsAutomationsAccountsTransactionsSpendingAccess
Access
Every MCP client and CLI with access to Driggsby.
MCP clients
ClaudeUsed 4 min ago4m ago
CodexUsed Sep 122w ago
Recent calls
Checking dining spend for Augustquery_cash_sql
14 calls in the last 30 daysRevoke Codex on MacBook Pro? It loses access right away.
RevokeCancelRevoke
Access revoked. That app no longer has access to Driggsby.
Can’t move money. Driggsby reads balances and transactions. Nothing more.
Your password stays with your bank. You sign in through Plaid, never on Driggsby.
Revoke in seconds. Every AI app and CLI sign-in, with when it was last used.
Passkeys for the CLI. A command-line sign-in needs your passkey, and it lasts 90 days.
Platform
Plugs into every agent you run
Claude and ChatGPT connect through the Driggsby MCP server. Desktop agents like Claude Code and Codex also get a CLI to build and ship dashboards. Your accounts stay read-only either way.
MCP server
For Claude, ChatGPT, and any MCP client
- Answers from every account, transaction, and holding
- Automations it can set up, run, and check on
- Rules that fix categories and names for good
See all 27 tools
Read
get_overviewlist_accountsget_historylist_assets_and_liabilitiessearch_cash_transactionsquery_cash_sqlexport_cash_transactionslist_recurring_transactionslist_findingslist_outstanding_debtslist_investment_holdingssearch_investment_activityquery_investment_sql
Automations
list_automationssave_automationrun_automation_nowget_automation_rundelete_automation
Rules
list_transaction_ruleslist_transaction_tagspreview_transaction_rulesave_transaction_ruledelete_transaction_rule
More
email_mecreate_custom_asset_or_liabilityupdate_custom_asset_or_liabilityarchive_custom_asset_or_liability
Driggsby CLI
For Claude Code, Codex, and other desktop agents
- Builds a dashboard from one prompt
- Previews it on your real accounts
- Deploys it behind your login, with rollback
Sign-in needs your passkey and lasts 90 days
Start orchestrating
Your finances, automated like the rest of your stack.
Now in beta. Sign in with Google, then connect your accounts.