I haven't explored any AI or agent-specific features yet but that's a good flag, thanks. Based on some initial research, it's possible to create a read-only MCP server using OAuth to sign in to Aggregate Finance securely from Claude, ChatGPT, or any other MCP client. The client would then get a short-lived token scoped to your financial data. In the meantime, you could import the Google Sheet and/or CSV/Excel downloads into an LLM and work with the data that way.
Thanks for sharing, looks polished on mobile. Is it “agent-ready” in any capacity?
I haven't explored any AI or agent-specific features yet but that's a good flag, thanks. Based on some initial research, it's possible to create a read-only MCP server using OAuth to sign in to Aggregate Finance securely from Claude, ChatGPT, or any other MCP client. The client would then get a short-lived token scoped to your financial data. In the meantime, you could import the Google Sheet and/or CSV/Excel downloads into an LLM and work with the data that way.
[flagged]