Ask Claude about
your finances.
SheetLink MAX connects your live bank data to Claude Desktop via MCP. Ask natural language questions about your spending — no spreadsheet required.
Get SheetLink MAXRequires SheetLink MAX · $10.99/mo
What can you ask?
Claude has live access to your transactions. Ask anything.
“How much did I spend on food last month?”
Totals dining, groceries, and takeout across all accounts.
“What were my top 5 merchants in March?”
Ranks by total spend with amounts and transaction counts.
“Am I spending more than last month?”
Compares month-over-month totals with category breakdowns.
“Find any subscriptions I might have forgotten about.”
Identifies recurring charges from streaming, SaaS, and more.
“How much did I spend on travel this year?”
Sums flights, hotels, rideshare, and car rentals year-to-date.
“Which day of the week do I spend the most?”
Analyzes spending patterns by day across all categories.
How it works
Live bank data in Claude Desktop in under five minutes.
Get SheetLink MAX
The Claude integration is a MAX feature. Upgrade from $10.99/month.
Connect your bank
Sign in to SheetLink, connect your bank via Plaid. Read-only access — we never move money.
Install the MCP server
Run npx @sheetlink/mcp from your terminal. One command, no configuration needed.
Start asking Claude
Open Claude Desktop and ask anything about your finances. Claude has live access to your transactions.
Finance questions, answered instantly
No pivot tables. No formulas. Just ask.
The old way
- Export transactions to a spreadsheet
- Write SUMIF formulas by category
- Manually group merchants
- Redo everything next month
With SheetLink × Claude
- Ask in plain English, get instant answers
- Live data — always up to date
- Claude understands context and patterns
- Works across all your connected accounts
Get started with MAX
The Claude integration is included in SheetLink MAX — along with CLI, API, and database sync.
MAX
Everything in Pro, plus power features
- Claude Desktop integration (MCP)
- 2 years transaction history
- Unlimited banks
- CLI automation
- Postgres & SQLite export
- REST API access
- Google Sheets & Excel
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Your bank data. Claude's brain.
Stop digging through spreadsheets. Ask Claude what you actually want to know.