claude.ai
Pro · Team · Enterprise- Open Settings → Connectors.
- Click Add custom connector, choose Streamable HTTP.
- Paste the connector URL above.
- Sign in with the Google account you want this household scoped to.
Add the connector. Talk to your money.
FarmFin runs as a remote MCP server. Add it to your AI client, sign in with Google, link your accounts via Plaid — and start asking.
Add the FarmFin connector.
Connector URL
https://app.farmfin.brunchlabs.com/mcp
Same URL for every client. Streamable HTTP transport. OAuth via Google.
ChatGPT
Business · Enterprise · Edu- In Settings → Connectors, enable Developer Mode.
- Add a new connector with the URL above.
- Sign in with Google.
Pro & Plus accounts can read FarmFin data but can't run write actions on custom MCP connectors today.
OpenAI's connector docs →Other MCP clients
Claude Code, Cursor, MCP Inspector, …Any client that speaks Streamable HTTP and OAuth 2.1 with PKCE will work. Point it at the URL above.
MCP client list →Sign in. Link your accounts. Get a Sheet.
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Sign in with Google
Each Google account becomes one FarmFin user. Your first sign-in creates a household; later you can invite your partner to join it.
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Run Plaid Link
Ask your AI to "link a new institution". FarmFin returns a one-time URL; you complete the bank flow at Plaid; we store only the access token, encrypted at rest.
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Your Sheet appears in Drive
FarmFin creates a Google Sheet in your Drive on first sync. Edit a category in the Sheet and FarmFin sees it on the next reconcile.
Three things to try first.
What's my net worth right now, broken out by entity?
List my uncategorized transactions from the last 30 days.
Show recent activity in my Chase checking account.
A tour of FarmFin's tool surface.
Every prompt below maps to one or more MCP tools your AI can call on your behalf. You don't need to know the tool names — ask in plain language.
Reports & overviews
Net worth this quarter, with a 30-day delta and a breakdown across cash, investments, and real estate.
Build me a P&L for the rental for April; group expenses by category.
List my current liabilities with balances, APRs, and next-payment dates.
Show holdings across all brokerages, sorted by market value.
Categorize & tag
Categorize all uncategorized transactions from last week. Pause on anything ambiguous.
Make a rule: any transaction at "Whole Foods" is Groceries.
Tag the $4,200 wire on May 3rd as #vt-house-closing.
Show every transaction tagged #vt-house-closing across all accounts.
Manual assets & liabilities
Add the Vermont house as a manual asset at $620k and link it to the Citizens mortgage.
Update the value of the 2019 Subaru to $18,500.
Create a manual cash account called "Safe Deposit" with a $4,800 starting balance.
CSV imports
Here's a CSV from my old Mint export — preview an import.
Resolve the unknown CSV mask 4421 to my Chase Sapphire account.
Run a dedup check — any overlap between this import and what Plaid already pulled?
Household & sharing
Invite my wife (alex@…) to the household as an editor.
Who's on this household and what role does each have?
Rename our household to "Tregubov Family".
Plaid & sync
Link a new institution.
Force a sync now and tell me what changed.
Relink the Vanguard item — I just got a Plaid email about an expired connection.
Two-way Google Sheet
Push the latest transactions to the Sheet.
I edited some categories in the Sheet — pull those overrides into FarmFin.
Reconcile the Sheet against the database; flag any drift.
A short glossary.
Household
The unit of data isolation. One household holds users, accounts, transactions, manual entries, and a single Google Sheet. Every database row carries a household ID.
Item → Account → Transaction
An item is one Plaid connection (a bank). It exposes accounts (checking, credit). Each account holds transactions, balances, and (for brokerages) holdings.
Entity
A bookkeeping bucket — "personal", "the rental", "the LLC". Entities are hierarchical, so reports can roll up. Each account has a default entity but transactions can override.
Tag
Free-form labels you stick on transactions for project-style tracking. Tags compose with categories — a transaction is one category but can carry many tags.
Rule
A pattern that auto-categorizes future transactions. Created from any one-off categorization — "always Groceries when merchant is Whole Foods".
Manual asset / liability link
Track real estate or a vehicle by hand, then link it to its mortgage or loan. The pair shows up in net worth as one equity line, not two separate rows.
Likely questions.
I edited the Sheet. When does FarmFin see my changes?
FarmFin subscribes to a Drive watch on your Sheet, so most edits are picked up within seconds. If anything looks stale, ask your AI to "reconcile the Sheet" — it'll force a full diff against the database.
A Plaid item stopped syncing.
Banks rotate credentials, MFA prompts expire, and Plaid re-issues access tokens. Ask your AI to "relink the <institution> item" — you'll get a fresh URL that walks you through Plaid's update flow. The old transaction history stays put.
My Google session expired.
FarmFin is in OAuth testing mode, so refresh tokens last 7 days. The MCP status tool returns a reauthorize_google_url when this happens; your AI will surface it. One click and you're back.
How do I add my partner?
Ask your AI: "create an invite for alex@…". They'll get a short-lived invite code; they sign in with Google and join the household. Roles: owner (one per household), editor, and viewer.
Can I use FarmFin without an AI client?
It's complicated. You need an AI client to set FarmFin up — linking institutions, configuring rules, inviting your household, defining entities all happen through MCP tools. Once it's running, the cron loop keeps syncing every 6 hours on its own and edits you make in the Sheet still flow back. But without the AI you lose most of the power: rules, reports, manual asset tracking, P&L queries — anything beyond a basic row edit.
Where does my data live?
In Cloudflare D1 (your accounts, transactions, tags, rules) plus your own Google Sheet (the human-readable mirror). Plaid and Google OAuth tokens are encrypted at rest. See the privacy policy for the full inventory.
Stuck on something?
Email hello@brunchlabs.com. We answer.