Help & Guides

Connect your AI assistant to Wise Penny, and learn the tools your assistant can use to help you manage your money.

Connect an AI assistant

The remote MCP URL and how to add Wise Penny to Claude, ChatGPT, OpenClaw/Hermes, or any MCP-compatible assistant — plus how your data is handled.

Connect Claude

Add Wise Penny as a connector on claude.ai so Claude can analyze your finances.

Connect ChatGPT

Set up OpenAI's ChatGPT to work with your Wise Penny financial data.

Money-management tools for your AI assistant

Categorizing, splitting and tagging transactions

Reorganize any transaction to match how you think about your money — change its category, split it across multiple purposes, or add tags — without touching your bank's data.

Tagging internal transfers

When you move money between your own accounts, Wise Penny links both sides so the transfer doesn't count as spending or income.

Rules

Automate repetitive categorization and tagging — describe a pattern once and the system applies it to every matching transaction going forward.

Budgets and goals

Set monthly spending caps and savings targets, then ask your assistant how you're tracking against them.

What to ask AI (examples)

Guided workflows

Four sessions you can run with a single slash command — set things up, review a month, check in, or review your categories.

Automated spend monitoring

Set up scheduled tasks in Claude or ChatGPT to watch for recurring charges, unusual transactions, and low balances.

Troubleshooting

Refresh your AI assistant's tools list

Pick up newly released Wise Penny tools, or fix a tool that's missing or out of date, by refreshing the connector in your AI assistant.