Koskamo

Truenote MCP

An official MCP server provided by Truenote that allows AI agents to read-only access to a user's bank, card, loan, and investment accounts along with personal financial context and spending plans. It supports authentication via OAuth 2.1 or personal access tokens and provides tools for querying financial data, managing buckets, and handling tax projections without moving money.

Visit Zachery Gentry LLC

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

Truenote MCP logo, by Zachery Gentry LLCVendor evidenceStreamable HTTPOAuth sign-inEndpoint checked 2026-11-01Operated by Zachery Gentry LLC
You need:OAuth 2.1 or a personal access token
MCP endpoint (Streamable HTTP)
https://app.usetruenote.com/mcp
Vendor documentation

What you can do with it

  • Connect bank accounts to AI agents like Claude or ChatGPT
  • Query personal financial data and spending plans
  • Read transaction history and account balances
  • Manage financial buckets and tax projections

Source and maintenance

Vendor evidenceRegistry 1.0.0
mcp-registry: com.usetruenote/truenote@1.0.0Project website

Tools

Reported by the attributed source; not independently observed by Koskamo.

No tool definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
348 ms
95th percentile latency
348 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 348 ms · metadata changed · refuses unauthenticated initialize (HTTP 401)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http truenote-mcp https://app.usetruenote.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add truenote-mcp --url https://app.usetruenote.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable truenote-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "truenote-mcp": {
      "url": "https://app.usetruenote.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "truenote-mcp": {
      "type": "streamableHttp",
      "url": "https://app.usetruenote.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start truenote-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "truenote-mcp": {
      "type": "http",
      "url": "https://app.usetruenote.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http truenote-mcp https://app.usetruenote.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "truenote-mcp": {
      "url": "https://app.usetruenote.com/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "truenote-mcp": {
      "serverUrl": "https://app.usetruenote.com/mcp"
    }
  }
}

Let your agent find its tools

Find servers like Truenote MCP from your agent. Add Koskamo once to search the index for endpoints, access requirements, and client setup. Public discovery needs no key.

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Do you run Truenote MCP?

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