Give your AI the context it needs
Era Context connects your financial accounts, enriches your data, and makes it available to any AI agent through the Model Context Protocol (MCP). The agent you already use can answer money questions and act on them, with your permission on every action. One setup, every agent.
Everything your agent needs, nothing it doesn't
Capabilities that turn raw account data into a complete financial operating layer for any AI.
MCP agent connectivity
Expose your full financial picture to Claude, ChatGPT, or any MCP-compatible agent. No per-client integration required.
Rules engine & library
A full rules engine plus a library of ready-made rules. Auto-tag spending, catch bill increases, and trigger actions. Customize any rule or start from a template.
Custom categories
Build categories that match how you actually think about money. Your agents read and organize spending against your own scheme, not a generic one.
Broad account coverage
Connect banks, cards, and investments across the US today, with the UK and EU on the way, and add anything else as a manual account so nothing's left out.
Financial data hub
Connect banks, cards, and investments through regulated aggregators covering 16,000+ institutions. Cleaned, categorized, and ready for any agent.
Open protocol
Built on MCP, the open standard for agent communication. No vendor lock-in, no proprietary APIs, no walled gardens.
Encryption and permissioned access
AES-256 encryption at rest, TLS 1.3 in transit, and OAuth 2.1 for agent authorization. Your bank credentials are never stored, your data is never sold, and every agent action requires your permission.
Cross-agent memory
Share preferences, notes, and context between every connected agent. Tell one, and they all know.
What people actually ask Context
Real questions your agents can answer, and actions they can take, straight from your live financial picture, not generic advice.
Can I afford a $2,400 trip in March without touching savings?
Real-number affordability checked against your actual cash flow.
Which of my cards earns the most on groceries?
Picks the card that earns the most rewards or avoids interest.
Find me a balance-transfer card with a lower APR than what I’m paying.
Compares real cards against your actual balances and APRs, not a generic list.
Compare the two health plans my employer offers for a family of four.
Weighs open-enrollment options against what you actually spend on care.
Set a rule to flag any bill that jumps more than 10% month to month.
Turns a one-off ask into a standing rule your agent monitors.
What did I spend on subscriptions last quarter, and which can I cut?
Answered straight from your live accounts, balances, and spending.
Security and control
Bank-level encryption
AES-256 at rest, TLS 1.3 in transit, and OAuth 2.1 for agent authorization.
Your data, never sold
Your data is never sold or used for ads.
Regulated connections
Connections run through regulated financial data aggregators.
You stay in control
Every agent action requires your explicit permission, and you can revoke access anytime.
Frequently asked questions
Context exposes your connected accounts to any MCP-compatible agent over an OAuth 2.1 connection. Every agent action requires your authorization, and you can revoke access at any time.
Context connects through multiple regulated financial data aggregators, covering banks, cards, and investment accounts across the US today, with the UK and EU on the way. For anything not yet supported, you can add a manual account so nothing's left out.
No. Your data isn't sold or rented.
It can read your full financial picture and, only with your explicit permission, take actions like tagging spending, organizing categories, and creating rules. Your agent can schedule transfers between your accounts — each one needs your approval.
No. Context works with any MCP-compatible agent, including Claude, Claude Code, ChatGPT, Cursor, and other CLI tools, with no per-client integration required.
Also try these products
Era Agency and Era Thesis are part of Era too — visualization, automation, and investing, all built on top of Context.
Era Agency
The Era app: your net worth, cash flow, and spending in one view, with automations that act on rules you approve.
Era Thesis
Model portfolios, AI-assisted research, and multi-asset backtesting — then trade where you researched.
Every feature, accessible to every AI agent
Connect your accounts, enrich your data, and let any MCP-compatible agent help you manage your money. Free to start.