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Silvia

Claude

Web, desktop and mobile. Paste the URL, sign in, done.

Open Claude connectors

  1. In Claude, open Customize, then Connectors.

  2. Click + Add, then Add custom connector.

  3. Fill in the name and the server URL, then click Continue.

    Name

    Silvia

    Server URL

    https://www.cfosilvia.com/mcp

  4. Leave the sign-in settings Claude detects as they are (OAuth), then click Add.

  5. Click Connect. A Silvia window opens: sign in and approve access.

Connectors you add on the web also appear in the Claude desktop and mobile apps. The free Claude plan allows one custom connector. On Team and Enterprise plans an admin adds it under Organization settings, Connectors.

Use Silvia inside the AI apps you already use

Connect Silvia to Claude, ChatGPT, Gemini and more, then ask about your accounts, spending and investments without leaving the conversation. Most apps only need this URL: paste it, sign in to Silvia and approve.

Server URL

https://www.cfosilvia.com/mcp

Things to ask

  • What’s my net worth right now, and how did it change this month?
  • How much did I spend on dining out last month?
  • Which of my holdings moved the most this week?
  • Am I on track with my savings this year?

Good to know

  • Silvia answers from your own Silvia account: the same accounts, holdings and history you see in the app.
  • Deep questions can take a few minutes. Your AI app waits, or checks back for the answer.
  • Each conversation appears in your Silvia chat history and counts toward your Silvia plan, the same as chatting in the app.

Your AI app only sees Silvia’s answers. It never gets your bank logins, and Silvia can’t move money. You can disconnect at any time from your AI app’s connector settings. How Silvia protects your data

New to Silvia? Create your account and connect your accounts first, so Silvia has something to answer from.