AI assistants

Martia in
Claude

Ask Claude about your money and get answers from your real bank transactions. Martia connects read-only, and you set the connection up and remove it yourself.

Your bank2,500+ banksClaude logoClaudeAI assistant

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 Claude. The setup guide shows where, step by step.

  3. Ask about your money

    Answers come from your real transactions, not general advice.

Step-by-step setup guide Anthropic's help article on which Claude plans can add a custom connector (checked 23 October 2026)

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.

Start now
  • 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

Yes. Reading your financial data requires an active Martia subscription and a connected bank. Connecting Claude is part of that subscription, with no per-connection fees. Any plan Claude itself needs is between you and its maker.

No. The connection is read-only: Claude can read what Martia shows it, but it cannot move money, change a budget or edit a transaction.

When you ask, Claude receives from Martia the data it needs to answer. You choose this yourself in the settings of Claude, and its provider's terms apply to what it receives.

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.

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