Connect Wise to Claude or ChatGPT (2026)
Connect Wise to ChatGPT, Claude or any AI assistant with Era: see your multi-currency balances and transfers beside your US bank accounts and your cards.
Yes, you can connect your US Wise accounts to ChatGPT, Claude and every other assistant through Era. Link Wise once, and each assistant can read your balances in every currency, your card spending and your transfers next to your other banks, in one conversation.
Wise is where many people keep money in several currencies, and it is easy to lose track of what you hold and what you have sent. This page shows how to bring it into one view, and how each assistant reads it.
Can I connect Wise to ChatGPT or Claude?
Yes. Link Wise in Era, add Era to ChatGPT, Claude, Gemini or any assistant that supports MCP, and approve what it may read. The assistant then sees your Wise balances in each currency beside your US bank accounts and cards, and you approve once for every assistant.
Era connects accounts across the US, the UK, Canada, France, Germany, Spain, and 40+ countries in all.
- Link Wise in Era. Choose Wise in the connect flow and sign in on Wise's own page. Era never has your Wise password.
- Add Era to your assistant. Claude, ChatGPT, Gemini, Perplexity, Poke and the developer tools each take a few minutes, and you add Era once per assistant.
- Approve what it can see. You choose the access, with read-only keys, expiry dates and one-step revocation.
On Era's free plan you can bring Wise statements into a manual account through the Document Library, and live connections are part of the paid plans.
What can my assistant tell me about my Wise money?
With Wise linked, your assistant can put your multi-currency balances and your transfers in the same picture as your everyday banking. The questions people ask most are about what they hold, what they have sent and what it all adds up to. Each answer comes from your real records and not from a pasted statement.
- Balances in every currency. See what you hold in dollars, euros, pounds and the rest, side by side.
- Transfers you have sent. Add up the money you sent abroad over a month or a year, and to whom.
- Wise card spending. Travel and online purchases appear with your other card spending.
- Next to your other banks. Wise and your US bank sit in one set of categories and totals.
- Financial health. Your health figures and the analysis behind them include your Wise balances.
How do I track my Wise balances in several currencies?
Link Wise and ask your assistant for your balances. It reads each currency balance and the movements in and out, and it can put them in the one picture with your dollar accounts. Ask "what do I hold across all my accounts?" and the total includes the euros and pounds you keep in Wise.
Your assistant keeps the context too. If you told Claude you are saving euros for a move in the spring, ChatGPT and Gemini know it as well, so the advice stays consistent from one conversation to the next.
How do I see what I have sent abroad with Wise?
Ask your assistant to add up the transfers you have sent through Wise over any period, and it lists them by recipient, currency and amount. Era reads the transfers as part of your transaction history, so the same question can include what you sent from your bank as well.
It is a useful question at tax time and when you review a regular payment, such as support for family or rent in another country, because the figures come from your own records.
How do I use Wise with Claude?
Add Era to Claude from Claude's connector directory, link Wise in Era, and Claude answers from your real Wise data. It reads your accounts through Era, it keeps what you tell it in the memory every other assistant shares, and you can ask in everyday words.
Try: "Add up everything I sent abroad with Wise this year, by recipient."
The steps are in connecting Claude to your accounts with Era.
How do I use Wise with ChatGPT?
Add Era to ChatGPT, link Wise in Era, and ChatGPT can read the same accounts Claude does, so you never explain your setup twice. It answers from the real figures and remembers the goals you have already shared with your other assistants.
Try: "What do I hold across all my currencies, and how much of it is in euros?"
The walkthrough is connecting ChatGPT to your accounts with Era.
How do I use Wise with Gemini?
Gemini connects to Era the same way as any other assistant that speaks MCP: you add Era once, approve what it may see, and Gemini reads your linked Wise data. Whatever you told Claude or ChatGPT about your plans is already there when Gemini starts.
Try: "Show my Wise card spending on my last trip and compare it with my bank card."
Connect any AI assistant to your accounts walks through the setup.
How do I use Wise with Perplexity?
Perplexity lists Era among its connectors, so you add it from there, link Wise in Era and approve access. Perplexity then brings your own figures into its answers, next to the research it is known for, through the same connection your other assistants use.
Try: "Look at the transfers I send each month and find out if there is a cheaper way to do it."
If you want the background on how the connection works, what MCP is explains it in plain terms.
How do I use Wise with Poke?
Poke is the assistant you text, and it connects to Era like the others. Link Wise once and you can message Poke the way you would message a friend who knows your accounts, with the same memory and the same approvals as every other assistant.
Text: "How much is in my Wise balances?"
Text your money with Poke and Era shows how.
How do I use Wise with Cursor and other developer tools?
Cursor installs Era with one click from Era's setup page, and the same page covers VS Code, Claude Code, GitHub Copilot, OpenClaw and the rest of the developer tools. Your Wise data comes with the connection, so a script or an agent you build can read it too.
Try a script that totals Wise transfers by currency and month.
Developers will like how developers use Era Context.
Is it safe to connect Wise to ChatGPT or Claude?
Yes, when the connection goes through a link you approve and the assistant never holds your password. Era signs in to Wise through a regulated connection, shows what each assistant may read, and lets you revoke access in one step. No provider trains on your data, including during any model inference Era runs.
Is it safe to give AI your financial data? covers it in more detail.
Does Wise have its own MCP server?
You do not need to wait for one. Providers are starting to open their own doors to assistants, one at a time, and each covers only its own accounts. Era is the one hub that already holds Wise, your banks and your cards, so every assistant reads them through a single approval.
Does your bank have an MCP server? follows who has opened theirs.
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