MCP Setup

Connect Nevlo to Claude Desktop or other MCP-enabled AI assistants. Authentication is handled automatically via OAuth.

Prerequisites

  • Nevlo account with linked bank account
  • Active subscription or trial period

Claude Desktop

Add the following configuration to your Claude Desktop Settings (Settings → Developer → MCP Servers):

claude_desktop_config.json
{
  "mcpServers": {
    "nevlo": {
      "url": "https://nevlo.io/mcp"
    }
  }
}

When you first open the app, Claude opens your browser for the OAuth login. After authorization, Claude automatically saves the token.

Other MCP clients

Every MCP-compatible client (ChatGPT, etc.) connects via the same URL: https://nevlo.io/mcp. OAuth authentication is handled automatically.

How it works

  1. MCP client detects the Nevlo server and initiates OAuth
  2. Your browser will open with the Nevlo login
  3. You authorize access (scopes are displayed)
  4. The MCP client automatically receives an access token
  5. Your banking details are now available in the AI tool

You can view connected apps at any time under Dashboard → Connected Apps revoke.

Available Tools

list_accounts

List all linked bank accounts with IDs, names, and balances

get_total_overview

Complete overview of all accounts — total balance and balance per account

get_transactions

View transactions using filters (date, category, account)

search_transactions

Text search in Merchant, Purpose

get_cashflow_summary

Monthly Income/Expense Overview

detect_subscriptions

Identify recurring payments

get_financial_snapshot

Total balance, accounts, top categories

Sample prompts

"Show me my expenses from the last 30 days by category"

"What subscriptions do I have, and how much do they cost per month?"

"Search all transactions at Rewe in March"

"How has my cash flow changed over the past 6 months?"