AI assistants

Your bank data in
your AI assistant

Martia connects to ChatGPT and Claude, and to other MCP clients that sign in with OAuth using a client metadata document. Ask about your money where you already work, with answers from your real transactions.

Your bank2,500+ banksChatGPT logoClaude logoAI assistantsRead-only, over MCP
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Things worth asking

  • How much did I spend on food last month?
  • Show last month's spending by category and chart it.
  • How much do I have across my accounts right now?
  • What am I spending the most on that I probably have no idea about?

Read-only, by design

What an assistant connected through Martia can see, and what it can never do.

What the assistant can see

  • Your accounts and their current balances
  • Transactions, filtered by date, category or account
  • Spending by category over a date range
  • A monthly summary: income, expenses, net
  • Net worth — balances and declared assets minus liabilities
  • Your bank connections and whether they are syncing
  • Daily balance history for an account

What it cannot do

  • It cannot change or delete anything in your account
  • It cannot categorise a transaction or fix a description
  • It cannot touch a budget or move any money
  • It never sees your full account number — only the last four digits

How it works

  1. Connect your bank in Martia

    You log in at your own bank, as always. Martia gets read-only access.

  2. Add Martia where you want it

    Add Martia in your assistant. The setup guide covers each one, step by step.

  3. Ask about your money

    Answers come from your real transactions, not general advice.

Step-by-step setup guide

One Martia subscription

The price is shown before you pay.

In the iPhone and Android apps you subscribe through the store, at the price it shows.

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  • Every bank you connect
  • AI assistants: ChatGPT and Claude
  • Spreadsheets: Google Sheets
  • No per-connection fees, however many banks
  • Talking to Martia about your money, included

Questions

ChatGPT and Claude, plus other MCP clients that sign in with OAuth using a client metadata document. The setup guide has the steps.

Exactly what the list above shows. Never your bank login, and never your full account number.

No. Assistant connections are part of your Martia subscription, with no per-connection fees. Any plan the assistant itself needs is between you and its maker.

Disconnecting

In Martia, open Settings → Integrations and disconnect the assistant there; its access stops immediately. You can also disconnect in the assistant's settings, in the same place you added the connection. That removes Martia from the assistant, so it should stop initiating calls, but access tokens already issued to it are not revoked at that moment and may remain usable until they expire. Data already sent remains subject to the assistant provider's terms. You can disconnect whenever you like, without contacting us.

Other destinations

ChatGPT logoChatGPTAI assistantClaude logoClaudeAI assistantGoogle Sheets logoGoogle SheetsTransactions and balances in your own spreadsheet

ChatGPT is a trademark of OpenAI. Claude is a trademark of Anthropic. Google Sheets is a trademark of Google LLC. Martia is not affiliated with or endorsed by the owners of these trademarks.