Connect your AI. Know what you're sharing.

Your key covers your Warm account.

The key allows full API access for your Warm account. You can't limit it to one bank, a few transactions, or reads only. Give it only to AI tools you trust.

Create a key in Settings → Export & API. The installer stores it on your computer with file permissions that restrict access to your computer user account. Keep it out of chats and screenshots.

Your AI can read the data you have in Warm.

That includes account balances, spending, recurring charges, budgets, and goals where available. Missing accounts or history can leave gaps in an answer.

For developers: get_financial_context returns a summary and an index of available transaction months. get_transactions returns a chosen YYYY-MM month or the latest ten days. MCP does not expose your Warm conversation history.

Your AI provider may receive your data.

The connector runs on your computer, but your AI can send the results to its provider. Check that provider's storage and training policies before connecting.

To stop access, delete the key in Settings → Export & API. That stops future calls with that key; other keys still work. It doesn't erase data already shared with an AI provider.

Set up Warm MCP.