Use Kilter from Claude

Connect Claude to Kilter and ask about your money in your own words. Claude reads your accounts, transactions and plans in Kilter. Kilter works out your plans' numbers, so Claude doesn't have to guess them.

What you can do

• Ask where your money goes, like “How much did we spend on restaurants this year?”
• Check your net worth and investments, and how they've changed.
• Categorize your transactions and set up rules for the ones still to come.
• Look through your plans, add events like a new home or time off, and see how they change your chance of success.
• Find the earliest you could retire and compare tax strategies, with Plus.
• Bring in files from your bank or from another budgeting app.

It works for households in Canada and the US, with each country's accounts and tax rules.

What you need

A Claude account and a Kilter account. Connecting Claude comes with Core and Plus, and finding the earliest you could retire or comparing tax strategies needs Plus. New accounts get every Plus feature free for 14 days.

Connect Claude

1. In Claude, open Settings → Connectors, find Kilter and click Connect.
2. Sign in to Kilter.
3. Choose what Claude can do. Read only lets it see your transactions, balance sheet, plans, reports and history. Read and change also lets it categorize, edit and split transactions, and change your rules, plans and balance sheet.
4. Click Allow.

If Kilter isn't listed, click Add custom connector instead and give it this address: https://app.trykilter.com/api/mcp

To use Kilter in Claude Code, run claude mcp add --transport http kilter https://app.trykilter.com/api/mcp, then type /mcp in Claude Code to sign in.

When Claude makes changes

With Read and change, Claude asks you before each change, unless you've set it to always allow them. Its changes apply right away. The History page in Kilter shows each change under Claude's name, and you can undo most of them there.

Disconnect Claude

You can disconnect Claude any time in Kilter's Settings → Assistant & apps. It loses access right away. To stop it making changes but let it keep reading, connect it again and choose Read only.

Your privacy

Claude sees the Kilter data it reads to answer you, like your transactions, balances and plans. What Claude does with it is covered by your agreement with Anthropic. How Kilter handles your data is in our privacy policy.

You approve the connection in Kilter, so you never give Claude a password or key.

Questions

Email us at support@trykilter.com.