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What is the Kualia MCP server?

Kualia exposes a remote Model Context Protocol (MCP) server so AI assistants like ChatGPT, Claude, Cursor, and Perplexity can read your budget data and help you reason about your finances directly, with your permission, and without copy-pasting. Server URL 
https://api.kualia.com/mcp
That single URL is everything you need. Paste it into any MCP-compatible client and the rest of the setup is automatic.

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What can the AI do?

Once connected, the assistant can read your transactions and balances, manage envelopes and targets, create and edit transactions in bulk, import statements you paste in, and generate spending and income reports. Everything is scoped to the workspaces your account has access to. See the full tool reference for every available action, with parameters and batch limits.

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How authentication works

You never paste an API key. The connection uses OAuth 2.1 with PKCE and dynamic client registration, all driven by the MCP spec:
  1. The client connects to https://api.kualia.com/mcp.
  2. Kualia responds with a WWW-Authenticate header pointing to its OAuth metadata.
  3. The client opens the Kualia app in your browser to ask for consent.
  4. You approve, and the client receives a token scoped to your account.
  5. The token is stored locally by the client and used for all future calls.
The first time you connect, you’ll see a Connect or Authorize button. Clicking it opens app.kualia.com where you grant access.

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Pick your client

ChatGPT

ChatGPT

Claude (web & desktop)

Claude

Claude Code

Claude Code

Claude Cowork

Claude Cowork

Cursor

Cursor

Perplexity

Perplexity

Other clients

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Privacy

  • Kualia only returns data for workspaces your account has access to.
  • Tokens are stored by the client (e.g. on your laptop), not by the assistant provider.
  • To disconnect, remove the connector from your AI client’s settings.