Read-only by design
Useful AI workflows should inspect the smallest useful context, not gain open-ended control over a financial workspace.
Feature
API and MCP for Chatting With Your Finances
Use Tablewealth as the read-only financial data layer for ChatGPT, Claude, Claude Code, Codex, APIs, dashboards, and custom app workflows.
Built for Builders, AI users, and power users who want finance data available through approved APIs and MCP tools.
Current data instead of stale exports
Assistants can work from current workspace records instead of one-off CSV files that go stale immediately.
Built for app creation
The same data layer can support local dashboards, custom reports, spreadsheet workflows, and agent-built tools.
How it works
A practical workflow, not a generic dashboard.
1
Create a controlled data layer
Connect or import the records you want Tablewealth to manage before exposing any approved context to an assistant or app.
2
Choose API, MCP, or app-builder setup
Use docs for direct API access, MCP for assistants, or Codex and Claude Code setup flows for agent-built apps.
3
Build artifacts from bounded records
Generate dashboards, memos, reviews, transaction explorers, and planning tools without pasting raw exports into chat.
What you can do
Use Tablewealth for the work behind the number.
Ask financial questions safely
Let an assistant fetch bounded records for cash flow, holdings, transactions, allocation, or net worth without broad account control.
Build custom dashboards
Use Codex, Claude Code, or your own scripts to build focused interfaces around live financial data.
Prepare review memos
Turn current balances, transactions, holdings, and data freshness into a weekly or monthly planning note.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
Related workflows
Keep exploring from here.
FAQ
Common questions
What can Tablewealth MCP tools read?
MCP tools can read approved workspace context such as organizations, data freshness, accounts, balances, holdings, allocation, net worth, cash flow, spending, transactions, and investment performance.
Can MCP move money or edit my accounts?
No. Tablewealth MCP is designed as a read-only assistant connection. It cannot move money, trade, edit transactions, invite members, or change billing.
How is API access different from MCP?
The API is for programmatic access from scripts and apps. MCP is for AI assistants that need approved tools during a conversation or coding workflow.