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AI assistants let you connect an external assistant, such as Claude or ChatGPT, to guito and talk to it about your finances. Once connected, the assistant has access to the same accounts, investments, transactions and goals you see in the app, and can answer your questions, and even log transactions, in plain language. Instead of opening the app, you ask the assistant you already use. The connection rests on an MCP connector, an open standard that lets AI assistants talk to external apps. There is nothing to install or configure inside guito: you just paste guito’s connection URL into your assistant and sign in once.
AI assistants are available on the Plus plan.

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What the assistant can do

By default the assistant queries and analyzes your data: your net worth, holdings, balances, transactions, categories, goals, credits and properties. You can ask “What’s my portfolio worth?” or “Where do I spend the most?” and get an answer with your real numbers. The assistant can also write: log transactions and investment trades, edit a transaction, create manual accounts, goals, credits, properties and recurring items, or allocate to a goal. It always asks for your confirmation before saving. Nothing is changed without your approval, and the assistant never moves money or executes payments or transfers. The security page explains these safeguards in detail.

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Which assistants work

It works with Claude (and Claude Code), ChatGPT and editors like Cursor and VS Code. The Gemini app does not yet allow custom MCP connectors. The steps for each client are on the connect page.

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Where the data comes from

You sign in to guito and authorize access when the assistant asks for it. From then on, the assistant can access only your own data, never your credentials. guito remains the single source of your data, synced and kept up to date as always.

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Learn more

Connect an assistant

Step-by-step setup for Claude, ChatGPT and other clients.

Security and privacy

How OAuth access protects your data and credentials.

Troubleshooting

What to do if the connection fails or the assistant doesn’t respond.

Assistant inside guito

Use the built-in assistant within the app itself.