Custom all-in-one dashboard. Deep context for AI tools.
Warm MCP
Turn on Warm MCP when you want Claude, Codex, Gemini, Cursor, or another MCP-aware client to answer from your balances, transactions, budgets, subscriptions, cash flow, and net worth. Access is opt-in and read-only.
AI access stays off until you want access.
We can't move your money or change account details.
We don't train AI models on your financial data.
How It Works
Link your financial accounts and we handle standardizing and automatic syncing as new data is available.
Link your banks, cards, loans, and investments once so Warm starts from the full picture.
Warm syncs transactions, refreshes balances, and runs the first layer of analysis for you.
Open the dashboard, scan insights, or use any MCP-aware client against the same read-only context.
Accounts
Warm keeps your checking, savings, cards, loans, and investments in one readable list by institution.
Recurring
Warm detects recurring subscription charges so you can clean up forgotten expenses. We even give easy steps to cancel when possible.
Transactions
Never lose a transaction again. See everything at a glance all in one place.
Pricing
Start monthly or save with yearly billing. Cancel anytime.
Connect up to 3 synced accounts, auto-categorize transactions, track spending by category and merchant, monitor your net worth, and forecast your cash flow.
Billed $5.99 monthly
Cancel anytime
Unlimited accounts, track investment holdings, set merchant budgets, get 30/60/90-day cash flow forecasts, view your financial health score, and receive spending spike alerts.
Billed $24.99 monthly
Cancel anytime
One home for your finances. One read-only path into MCP.
