SheetLink
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Ask Claude aboutyour own bank data.

The SheetLink MCP server lets Claude read your transactions, balances and holdings when you ask. Part of Max.

Set up Claude ›

Max is $10.99 a month, or $8.25 a month billed yearly. Works with Claude Desktop.

Ask it like you’d ask a person.

Claude picks the data it needs from SheetLink, and you see each tool it calls.

“How much did I spend on food last month?”Totals dining, groceries and takeout across every account.
“What were my top 5 merchants in March?”Ranks merchants by total spend, with amounts and visit counts.
“Am I spending more than last month?”Compares month over month, category by category.
“Which charges repeat every month?”Finds subscriptions and other recurring charges.
“Show my balances across every account.”Cash, cards and investments, with totals.
“How is my portfolio doing?”Holdings with cost basis and gain or loss, from your brokerage accounts.

Set up in five minutes.

  1. Get Max

    The MCP server signs in with an API key, and API keys are part of Max.

  2. Connect your bank

    Sign in to SheetLink and connect your bank through Plaid. The connection is read-only: it can’t move money.

  3. Create an API key

    In your dashboard, under API keys.

  4. Add SheetLink to Claude Desktop

    Paste this into Claude Desktop’s config file with your key, then quit and reopen Claude.

    "mcpServers": {
  "sheetlink": {
    "command": "npx",
    "args": ["-y", "@sheetlink/mcp"],
    "env": { "SHEETLINK_API_KEY": "sl_your_api_key_here" }
  }
}

  5. Ask

    Claude calls SheetLink’s tools when a question needs them: list_accounts, list_transactions, get_spending_summary, and three for investments.

Read the full setup guide ›

Only when you ask.

The MCP server runs on your computer. When a question needs your data, it fetches it from SheetLink with your key and hands it to Claude in that conversation. SheetLink keeps no copy.

How SheetLink handles your data ›

Ask away.

Claude, your bank data, and nothing stored in between.

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