Era
Personal-finance platform connecting your accounts to AI assistants via MCP so agents can view and move your money.
What it does
Era is a personal finance platform built for AI agents. Its core product, Context, is a personal MCP server that connects bank accounts and financial data to assistants like Claude and ChatGPT with read-write access. Agency adds proactive monitoring and automation, and Thesis offers research-grade investing tools.
Core features
Context: personal MCP server for your finances
Read-write access for AI assistants to move money
Cross-agent shared memory and goals
Automated rules (categorize, round-up, alerts)
Agency app for proactive money management
Thesis investing tools; bank-grade security
Best for
→Ask AI assistants about your finances
→Automate transfers and budgeting rules
→Carry financial context across AI tools
→Proactively monitor spending and opportunities
Pricing
See
$0/mo
Organize
$9.99/mo
Automate
$24.99/mo
Operate
$99/mo
Reviews
Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.