Claude Finance in the UK: use Personal Finance now

Yes, you can use Claude finance in the UK today, with your own banks, through Era. Era connects Barclays, Monzo, Starling, HSBC, Lloyds, NatWest and Revolut to Claude, ChatGPT and any other assistant over open banking, with shared memory, shared spaces, your documents and your live financial health all in one hub.

Claude Personal Finance links US banks only (support.claude.com, 5 November 2026), which is why UK readers are searching for a way in. Era already does this in 40+ countries, and it starts with the accounts you hold here.

How do I use Claude finance in the UK today?

Create a free Era account, connect your banks, then add Era to Claude as an MCP server. The whole setup takes a few minutes, and Claude reads your balances, transactions and spending as soon as you approve the connection. You never paste figures into a chat again, and the same connection works in every other assistant you use.

1. Go to era.app and create your account.
2. Connect your current accounts, cards and savings from the bank list, approving each in your own banking app.
3. In Claude, add https://context.era.app as an MCP server.
4. Approve the consent screen, then ask something real, such as "what did I spend on eating out last month?"

The full walkthrough, with screenshots, is in how to connect Claude to your bank account.

Can I connect Monzo, Starling or Revolut to Claude?

Yes. Era connects accounts across the US, the UK, Canada, France, Germany, Spain, and 40+ countries in all, and in the UK that includes the high street names and the app banks: Barclays, HSBC, Lloyds, NatWest, Nationwide, Santander, Monzo, Starling and Revolut. If your provider is not listed, import a statement from it and Claude works from that history instead.

Does Claude remember my finances between chats and assistants?

It can, once Era holds the memory. Your goals, your preferences and the answers you have given are kept in Era, so they are there in the next Claude chat and in ChatGPT or Gemini too. Tell one assistant that you are saving for a deposit and the others already know. You can see what is stored and ask Era to forget any of it.

Can I see my financial health?

Yes. Era turns your accounts into financial health figures and shows the metrics behind each one, so you can see why a number moved and what would change it. Claude can read those figures and the analysis behind them in a chat, and the same views appear on your Era dashboard. It is the difference between being told a score and being shown the working.

Can I share it with my partner or housemates?

Yes, with shared spaces. You and a partner or housemate choose which balances to share, mark a bill as paid, undo it, and split a cost, all in one place. Each of you can ask your own assistant about the same shared figures, and your private accounts stay private unless you choose to share them. It suits a joint account, a rent split or a household budget.

Can Claude read my statements, payslips and tax papers?

Yes, through the Document Library. Upload a statement, a payslip, a P60 or a tax form and Era reads it, files it and shows the page it used. Transaction import fills a manual account from a statement, which is the way to bring in a provider that no connection reaches. Claude can then answer questions about those figures, with the source one click away.

Is it safe to connect my UK bank to Claude?

UK connections run over open banking, so you approve access in your own bank's app, and you can withdraw it there at any time. Era encrypts your data with AES-256 at rest and TLS 1.3 in transit, never stores your bank login and never sells your data. No model provider trains on what you share. Is it safe to give AI your financial data goes through the details.

What should I ask Claude first?

Start with questions that need your real numbers: what you spent on eating out last month, which subscriptions you forgot, how your savings rate compares with last quarter, and how your financial health looks today. Then ask Claude to remember a goal and watch it turn up in ChatGPT too. What to ask your AI about your money has two dozen more.

The bottom line

Claude finance in the UK does not have to wait for a UK launch. Era gives Claude, and every assistant you use, your own banks, a memory that stays with you, your documents, your household and your financial health, and it works today. Connect it once and every question about your money gets an answer from your own numbers. See why financial AI memory should be portable for the reasoning behind it.