Fifecta + AI
Connect Your Budget to Claude
Payday hits and you want to know what's actually left for fun, or how long until that card is gone. Connect Fifecta to your AI assistant and ask in plain English. It reads your Fifecta plan and answers from your real numbers, and it can't change anything.
Fifecta's connector is a read-only personal finance MCP, built by Priceless Tay. It works in Claude today. Any assistant that supports custom MCP connectors with sign-in can use the same link.
Example conversation
- You ask: What's left in Desires before payday?
- Assistant: Desires has [your number] left until payday. That's what you planned for Desires minus what's already spent, from your own buckets.
- You ask: Which transactions still need a bucket?
- Assistant: [The list from your account], biggest first. Sort them in Fifecta and your buckets stay accurate.
- You ask: What's my Money Type, and what's my first fix?
- Assistant: You're [your Money Type]. Your first fix is [your first fix], the step that fits how you handle money.
Real Numbers, Plain Answers
Your assistant reads your plan, your buckets, and your debts, then does the math for you. No spreadsheet, no guessing what's left.
You: What's left in Desires before payday?
Assistant: Nothing right now. You planned $280 for Desires in October and $328.67 is spent, so you're $48.67 over. Needs still has $715.82 left.
Connect in Two Minutes
- 1
Open Connectors in Claude
In Claude, go to Settings, then Connectors.
- 2
Add Fifecta
Choose Add custom connector and paste the link below. Leave the other fields blank.
- 3
Sign in and allow
Claude opens Fifecta. Sign in, read what it can see, and choose Allow.
Your connector link
https://fifecta.pricelesstay.com/mcpThings to Ask
Fifecta plans your money with FUNDS: Fixed, Unexpected, Needs, Desires, and Stash. It also knows your Money Type (Spender, Saver, Scrambler, or Strategist), so answers start from the first fix that fits how you handle money.
- “What's left in Desires before payday?”
- “How much can I save this month?”
- “How long until my credit card is paid off at the minimum?”
- “What's my net worth right now?”
- “What's my Money Type, and what's my first fix?”
- “Which transactions still need a bucket?”
It Reads Your Plan and Never Changes It
It can read
- Your plan and FUNDS buckets, planned and spent
- Your transactions and the bucket each one is in
- Your debts, goals, accounts, and net worth
- Your Money Type and first fix
It can't
- Change anything in Fifecta
- See your bank login or move money
- See your coach's private notes
- See anyone else's money
Changed your mind? Disconnect anytime in Fifecta under Settings, Your data, Connected apps. More on how Priceless Tay protects your data on the Security page.
Common questions
MCP (Model Context Protocol) is an open standard that lets an AI assistant connect to an app and read its data. A personal finance MCP connects your assistant to your money app, so it answers from your real numbers instead of guessing. Fifecta's connector is one. More in What is MCP?
The connector can only read. It signs in with its own pass that works for nothing else in Fifecta, so it can't edit your plan, sync your bank, or delete anything. Every question it asks is logged, and you can disconnect it anytime in Fifecta under Settings, Your data, Connected apps. Before you connect any money app, run through the safety checklist.
No. The connector is read-only by design. It has no tools that move money, pay bills, or edit your plan, and it never sees your bank login.
What your assistant reads goes to the company that runs it, under that company's privacy policy. Nothing else changes about how Priceless Tay handles your data. Read the Fifecta Privacy Policy and Security for the details.
Claude works today. Any assistant that supports custom MCP connectors with sign-in can use the same link, but Priceless Tay hasn't confirmed ChatGPT end to end yet, so Claude is the tested choice for now. ChatGPT also has its own built-in Finances feature, which is separate from Fifecta.
Yes. The connector reads your Fifecta account, the money app that plans your paycheck with FUNDS and your Money Type. See Fifecta plans, or see coaching if you'd like a coach too.
Yes. Sign in with your coach login and ask about any client by their email, or ask your assistant to list your clients. Every read is logged with your name.
Already a Fifecta client?
