Claude Code

Claude Code can use Kualia as an MCP server so you can ask it to query your budget while you’re in the terminal or your IDE.

Add the connector

The fastest way is the claude mcp add command:

claude mcp add --transport http kualia https://api.kualia.com/mcp

That registers Kualia as an HTTP MCP server in your user-level config. Alternatively, use the in-app UI:

Open the MCP menu

In Claude Code, run /mcp (or open Settings → Connectors in the desktop app).

Add a server

Choose Add server, set the transport to HTTP, and enter:

Authenticate

Run /mcp again and select Kualia → Connect. Your browser opens the Kualia app for OAuth consent. Once you approve, the token is stored locally.

When adding the server you can pick a scope:

User (default for the command above): available in every project on this machine.
Project: writes to .mcp.json in the repo so collaborators can use it too. Add --scope project.
Local: only this machine, this project. Add --scope local.

claude mcp add --transport http --scope project kualia https://api.kualia.com/mcp

> what categories am i overspending in this month?
> list my last 20 transactions tagged "subscriptions"
> assign $200 to Groceries for May