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Connect bank statements to Claude

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Short answer: connect bank statements (CSV, OFX or PDF) to Aggregate, then add Aggregate to Claude with one link (https://app.aggregate.finance/mcp). Claude can then answer questions about your transactions and balances from statement files you upload, plus PDFs and photos of receipts and bills, using one ledger that also holds your other accounts and companies. Aggregate only reads from your files, it can never move money, and you choose exactly what Claude can see.

Status: Live on the hosted version and when self-hosted. No bank connection needed.

Set it up

1. Connect bank statements (CSV, OFX or PDF) to Aggregate

Sign up at app.aggregate.finance (free during beta). Open Workspace → Add anything → Upload a file, choose the company, and upload CSV, OFX, QFX, QBO or camt.053 files. PDF statements in 11 known bank layouts import automatically when their rows reconcile to the opening and closing balances; any other PDF, and photos, are kept as documents your AI can read and record. See Known limits.

2. Add Aggregate to Claude

  1. In Claude (claude.ai or Claude Desktop), open Customize → Connectors (in some accounts still Settings → Connectors), choose Add, then Add custom connector.
  2. Name it Aggregate, paste https://app.aggregate.finance/mcp and click Continue. Claude detects the sign-in; click Add, then Connect.
  3. Sign in to Aggregate and choose what Claude can see: which companies, which kinds of data, read only or read and add, and when access expires.
  4. In a new chat, turn on the Aggregate connector and ask a question.

Using Claude Code instead? Run claude mcp add --transport http --scope user aggregate https://app.aggregate.finance/mcp, then /mcp to sign in.

Five questions to try

  1. *"How much did I spend each month this year, by category?"* (uses query_transactions)
  2. *"Which months of each account are missing statements, or don't add up?"* (uses get_coverage)
  3. *"Which accounts haven't been updated in the last month?"* (uses list_accounts)
  4. *"Read the receipts I uploaded and tell me which ones aren't recorded yet."* (uses list_documents)
  5. *"What were my five largest expenses last quarter?"* (uses search_transactions)

Claude answers from Aggregate's ledger, where every payment is counted once (a payout and the bank deposit it becomes are matched, not added twice) and balances are checked against the source. Each answer can be traced to the records behind it.

Questions people ask

Does Aggregate see my password? No. You sign in on nowhere: you upload files you already have. Aggregate stores only the access token it gets back, encrypted with a key kept outside the database.

Does my data train AI models? Aggregate never uses your data to train models and doesn't let anyone else. What Claude reads is covered by Anthropic's own data policy for your plan.

Can Claude move money or change my files? No. Aggregate has no tool that pays, transfers, pays a bill or sends anything, and it only reads from files. If you allow it, Claude can add records *inside Aggregate* (for example a cash expense), and those can be undone for 30 days.

What does it cost? The hosted version is free while we're in beta. We may introduce paid plans later, and we'll let you know before anything changes. Self-hosting is free (AGPL-3.0).

Can I run it myself? Yes. Aggregate is open source; see self-hosting. You'll need your own statement files.

*Last checked 2026-10-12.*

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