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Driggsby for Claude

Driggsby securely connects your financial accounts to Claude, so you can ask real questions about your money — balances, spending, subscriptions, investments, debts, and things worth a second look. Setup takes about two minutes.

Getting started

Connect Driggsby to Claude

1
Create your Driggsby account. Sign in at app.driggsby.com with Google, click Connect account, and link your banks through Plaid — the same service behind Venmo, Robinhood, and Coinbase. Read-only access only. Your bank credentials never touch our servers.
2
Add Driggsby to Claude. In Claude, open Customize → Connectors, choose Add custom connector, name it Driggsby, and paste the server URL below.
https://app.driggsby.com/mcp

Using Claude Code? One command sets everything up:

$ npx driggsby@latest mcp setup claude-code
3
Connect and ask. Start a new chat, make sure Driggsby is enabled in the tools menu, and ask about your money. Your first request opens a secure Driggsby sign-in where you approve access — you can revoke it any time.

First questions

Things to ask Claude

  • “What's my net worth right now?”
  • “Any duplicate charges or price hikes I should know about?”
  • “How much did I spend on restaurants last month?”
  • “What subscriptions am I paying for, and which ones went up?”
  • “When did I buy VTI, and what's it worth today?”
  • “Export my 2025 transactions so I can prep for taxes.”

Capabilities

Every tool Claude can use

Each tool returns structured data Claude can reason over, synced automatically from your connected accounts.

Start here

get_overview
read-only
Agent-first summary of your financial state — accounts, balances, 30-day money movement, available datasets, and recommended next tools.

Accounts & net worth

list_accounts
read-only
Every connected account with institution, type, and current balance.
list_assets_and_liabilities
read-only
Full net-worth picture: connected accounts plus any custom assets or liabilities you've added, like a home or a private loan.
list_outstanding_debts
read-only
Credit cards, loans, and other debts with balances, rates, and payment details where available.

Cash & spending

search_cash_transactions
read-only
Search, filter, and analyze transactions across every connected cash and card account — by merchant, category, amount, date, or direction.
list_recurring_transactions
read-only
Detected subscriptions, bills, and paychecks with typical amounts and predicted next dates.
query_cash_sql
read-only SQL
Run a read-only SQL 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.

Investments

list_investment_holdings
read-only
Current holdings, values, and allocations across brokerage and retirement accounts.
search_investment_activity
read-only
Search trades, dividends, and transfers across investment accounts — for past-tense questions like when you bought a ticker.
query_investment_sql
read-only SQL
Run a read-only SQL SELECT over your investment activity for ad-hoc analysis.

Insights

list_findings
read-only
On-demand review of settled transactions for likely duplicate charges, recurring price changes, and newly detected subscriptions.

Actions

create_custom_asset_or_liability
write
Add a custom asset or liability — like a home, a vehicle, or a private loan — so net worth reflects everything you own and owe.
update_custom_asset_or_liability
write
Update a custom asset or liability you added earlier, like a new home valuation.
archive_custom_asset_or_liability
write
Archive a custom asset or liability so it no longer counts toward net worth.
email_me
owner only
Send a short summary to your own verified email. The recipient is fixed to the account owner server-side and every send is rate-limited.

Security

How your data is protected

Read-only bank connections. Accounts link through Plaid with read-only access. Driggsby never sees your bank credentials and cannot move money.
You approve access, and you can take it back. Claude connects over OAuth with PKCE. You grant access on Driggsby's own sign-in page, and you can disconnect Claude at any time without touching your bank connections.
Scoped to you. Every tool call is limited to your own account. Claude can read your data, manage the custom net-worth entries you ask it to, and email you. It cannot touch your banks or move money.
Never sold, never used for training. Your financial data is not sold and not used to train AI models, and it's encrypted in transit and at rest. See the Privacy Policy for the full picture.

Support

Disconnecting & getting help

Disconnect Claude: in Claude, open Customize → Connectors, find Driggsby, and remove it. Driggsby immediately stops answering Claude's requests. Your Driggsby account and bank connections are unaffected.

Disconnect a bank: sign in at app.driggsby.com, find the institution in your connected accounts, and choose Stop syncing. Syncing stops immediately, and Driggsby pulls no new data from that institution.

Delete your data: email support@driggsby.com and we'll delete your account and connected financial data, as described in the Privacy Policy.

Questions or feedback: email support@driggsby.com — a human reads every message.

Troubleshooting

Claude doesn't see Driggsby's tools: in the chat composer, open the tools menu and make sure Driggsby is enabled, then start a new conversation. If it still doesn't appear, remove and re-add the connector in Customize → Connectors.

Claude says it can't access your data: your Driggsby sign-in from Claude may have been revoked or expired. Claude will prompt you to reconnect; approving it on the Driggsby authorization page restores access.

Data looks stale or a bank needs attention: Driggsby syncs automatically in the background. If a bank connection needs your attention, your Driggsby dashboard shows a Reconnect account button for that institution, and we also email you.