- October closed at €2.080 out against €3.400 in. You kept 39%, three points more than September.
- Groceries crept up €73, dining came down €18. Housing unchanged.
- Three subscriptions renew on Friday, €64. The music one has not been opened since May.
- Nothing left to sort: every row has a category.
Modelo MCP
is now here.
Talk to your numbers from the chat you already use. Connect Modelo to Claude, ChatGPT or any agent that speaks MCP, hand it a statement, and ask about your money.
Talk to your business numbers from the chat you already use. Connect Modelo to Claude, ChatGPT or any agent that speaks MCP, hand it a statement, and ask about cash flow, clients and costs.
Works with your own agents
Paste it as a custom connector in Claude, Meta Muse, ChatGPT, OpenAI Dots or Grok bot. Sign in, tick your workspaces, done.
01. Add the connector
Paste
https://mcp.modelo.finance/mcpas a custom connector in Claude, ChatGPT, Grok or any agent that speaks MCP.02. Sign in and tick your workspaces
Modelo opens. Sign in, or create an account, choose the household or business the agent may use, and approve.
03. Ask, or hand it a statement
Ask what changed last month, drop a bank export into the chat, move a merchant to the right category and let Modelo remember it.
Your agent gets a key, not your account.
The assistant never sees your Modelo password or your Supabase. It receives a key that works only at this address, for the workspaces you approved, with a fixed list of things it may do.
| Tool | Does | Kind |
|---|---|---|
| period_summary | How a period went and what changed against the one before | Read |
| search_transactions | Rows by text, category, tag, period, account or amount | Read |
| counterparties | Vendors and clients, concentration, who went quiet | Read |
| net_worth | Positions by account, debts, history | Read |
| import_transactions | Statement rows in, duplicates out, rules applied, transfers found | Change |
| update_transaction | Category, type, tags, notes; learn it for the merchant | Change |
-
Only the workspaces you tick
One approval per workspace, as many as you like. Membership is checked on every call, in the database, the same way the app does it.
-
Reads, imports and tidying
Reports and transactions, statement imports, categories, rules and merchant names. Every action is logged with the assistant’s name.
-
Your plan, your data
A free account connects its demo workspace. Your own data lives in a Supabase project you own and needs a paid plan, as in the app.
Your numbers, read by your agent.
Ask in Claude or ChatGPT the way you would ask a friend. The assistant calls Modelo for the figures, Modelo computes them from your transactions, and the reply is about your money, not the internet.
Who pays you, what it costs to run, what changed this quarter. The assistant calls Modelo for the figures and answers from your own books, with the same numbers the app shows.
- Client Alpha paid €7.800 yesterday. It is 61% of the quarter so far.
- Two invoices open, €4.200. One is 12 days late, worth a nudge.
- Cash is €14.200, about two months of costs at the current pace.
- Payroll goes out on the 25th, €2.100 as usual.
Questions, answered.
Five things people ask before they connect. For anything else, write to hello@modelo.finance.
Does this spend my Modelo credits?
No. The thinking happens in your assistant, on your plan there. Modelo answers with figures from your data and spends no credits doing it.
Which assistants work?
Claude, ChatGPT and Grok today, and any other client that speaks MCP with a sign-in. Add the address as a custom connector and you are in.
Do I need a paid plan?
A free account can connect and explore its demo workspace. Your own data lives in a Supabase project you own, and that needs a paid plan, as in the app.
Can it import a PDF statement?
Your assistant reads the file, whatever the format, and hands Modelo the rows. Modelo checks each one, skips duplicates, applies your rules and finds internal transfers.
How do I disconnect?
Remove the connector in your assistant, or revoke it in Modelo’s settings. The key stops working at once and nothing of yours leaves Modelo.