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Claude Connect Kualia to Claude on the web (claude.ai) or the desktop app so you can ask Claude about your budget, spending, and accounts in any conversation.
Connectors are available on Claude paid plans. The remote MCP connector flow is the same on web and desktop.

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Add the connector

1

Open connector settings

In Claude, open Settings → Connectors (or Settings → Integrations, depending on your plan).
2

Add a custom connector

Click Add custom connector and enter:
  • Name: Kualia
  • URL: https://api.kualia.com/mcp
Save.
3

Connect your Kualia account

Find Kualia in your connectors list and click Connect. Your browser will open the Kualia app — sign in if you aren’t already, then approve access.
4

Enable in a chat

Start a new chat, open the connectors menu, and toggle Kualia on. Claude will now have access to your budget data for that conversation.

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Try it

Ask Claude something like:
  • “How much did I spend on groceries last month?”
  • “Which envelopes are overspent right now?”
  • “Summarize my income for Q1.”
  • “Move $50 from Dining Out to Groceries for this month.”

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Disconnect

Open Settings → Connectors, find Kualia, and click Disconnect.