Personal finance, without the busywork

Your money,
ready to talk.

EzFin turns natural-language requests into a reliable financial ledger—then lets your favorite AI client safely read, record, and reconcile through MCP.

Start managing your money → See how it works

OAuth 2.1 · workspace-scoped access · confirmation before sensitive changes

EzFin MCP

Early access

Record 125k for lunch at McDonald's from BCA Main.

I found the account and category. I’ll use today’s date.

record_transaction
“125k lunch at McDonald's from BCA Main”

Expense recorded
Rp125,000 · Food & Dining

Completed

One remote server · any compatible MCP client

Codex Claude Code VS Code Cursor Streamable HTTP

How EzFin works

Conversation in. Financial clarity out.

AI helps understand your intent. EzFin’s application layer validates the facts, protects workspace boundaries, and performs the accounting.

Say what happened

Describe an expense, income, transfer, balance question, or reconciliation task in everyday language.

Review what matters

EzFin resolves accounts and categories, asks when something is ambiguous, and requests confirmation for sensitive changes.

Trust the ledger

The canonical API writes the record, prevents duplicate mutations, and returns server-computed balances and metrics.

Remote MCP integration

Bring EzFin to the AI client you already use.

Add one HTTPS endpoint. Your client discovers EzFin’s tools and opens a secure Google sign-in flow that binds the session to an authorized workspace.

No API key to copy into your client

OAuth 2.1 with PKCE and rotating refresh tokens

The MCP adapter never bypasses EzFin’s financial API

Codex CLI

$ codex mcp add ezfin --url \
  https://api-ezfin.azifexlab.net/api/v1/mcp

$ codex mcp list
ezfin  https://api-ezfin.azifexlab.net/api/v1/mcp

Connects through your browser on first use

Full setup guide → Discovery metadata

Purpose-built tools

Financial jobs, not database access.

The MCP server offers a small set of task-oriented tools. It never exposes arbitrary queries, raw storage, or provider credentials.

skill

Teaches the client EzFin’s safe, authoritative workflow before it acts.

record_transaction

Record income, expense, or adjustment through the canonical parser.

record_transfer

Move money between accounts without misclassifying income or expense.

find_transactions

Search a bounded slice of transaction history with stable identifiers.

get_account_balance

Read a server-computed balance for an authorized account.

get_financial_metrics

Ask for deterministic metrics with period and currency context.

reconcile_account

Compare an observed balance and safely propose an adjustment.

create_account

Add an account to the authenticated workspace.

Designed for financial trust

Helpful AI. Deterministic money.

Workspace-scoped identity

Every request resolves an authenticated user and workspace. A tool cannot silently switch to another workspace.

Clarify before guessing

Missing facts and multiple matches produce structured clarification—not an invented account, amount, or category.

Safe, replayable writes

Mutations carry idempotency keys, preserve audit history, and pause for confirmation where the risk demands it.

Start with the MCP server

Make your next money conversation useful.

Connect a compatible client, sign in with Google, choose your EzFin workspace, and ask for the skill tool first.

Open Ezfin →MCP setup guide

Your money,ready to talk.