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Moneytree

Moneytree K.K. · getmoneytree.com

Claude

Explore your financial data through conversation

Open in Claude Marketplace

How to connect Moneytree to Claude

  1. Open the Claude Marketplace listing and check the clients it supports.
  2. In Claude, open Customize → Connectors or use the option in the marketplace listing. Sign in to the service if prompted.
  3. Check that Moneytree is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use Moneytree

Tools listed by the marketplace

  • list-accounts
  • list-balances
  • list-categories
  • list-institutions
  • list-investments
  • list-transactions
  • list-unusual-transactions
  • list-utilities-insights

Moneytree on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use Moneytree?

Check that the connector is enabled in the current client and that the connected account can access the resource. In a managed workspace, check whether an administrator must enable it.