You already pay for Claude. Connect it to your balance sheet and it can read what you own, owe, earn and spend, record what you tell it, and drop recommendations into your app inbox for approval. Nothing extra to pay us.
Set-up, about two minutes
In the Balance Sheet app, open Settings → Use Claude as your advisor, sign in, and turn on Sync my sheet for Claude.
In Claude (web, desktop or mobile), open Settings → Connectors → Add custom connector.
Name it Balance Sheet and paste this URL:
https://api.balancesheet.me/mcp
Claude detects the server's settings. Leave Authentication: Always required and OAuth client: No client ID, register one automatically as they are, and press Add.
A Balance Sheet page opens; sign in with the same Google account you used in the app.
Then just talk to it
"Review my balance sheet"
Claude reads the sheet and proposes what to do next as cards, with the emails drafted. They appear in your inbox; you approve or dismiss each one.
"Add my flat in Bath, about 412k, Nationwide mortgage 210k at 3.9% fixed to 2028, let to Rachel at 1,650 a month"
Claude records the asset, the mortgage as a part of it, the tenancy, the contact and the rent. It shows up in the app straight away.
Watch it fill in
In Claude on the web and desktop, your sheet appears as a panel in the chat: net worth, assets, cash flow and inbox, the same layout as the app. As Claude records each item the panel updates and highlights it, so you can talk and watch at the same time.
"What should I do before the fixed rate ends?"
It has the dates. Expect a card with a reminder and a note to the broker, ready to send.
What Claude can and cannot do
Can
Read the synced sheet. Add, update and remove assets, liabilities, income and expenses. Set your goal. Propose cards.
Cannot
Send an email, create a calendar event, or do anything outside the app. Every action still goes through your tap in the inbox.
Privacy: sync is off by default. When it is on, the same records the app holds are kept on our server so your Claude can reach them, and only while it is on. Turn it off in Settings to delete the copy and disconnect. What Claude does with the data is covered by Anthropic's terms and your Claude plan. Privacy policy.