Era Context

Review connected financial accounts and transactions, analyze spending and cash flow, maintain personal finance context, and manage transaction automations in Era. See Era’s official MCP server guide for setup, security, and current capabilities.

Features

• List financial accounts and inspect account balances
• Search transactions, recurring charges, and spending categories
• Analyze, compare, and forecast spending and cash flow
• Manage transaction tags, transfer links, and automation rules
• Store and revise personal financial context and answer pending questions
• Review plans, connect bank accounts, and initiate billing upgrades

What you’ll need to connect

Required:

• An Era account
• Any bank or brokerage connections needed for the financial data you want to use

Sign in through Era’s OAuth flow. This connector can modify financial context, transaction organization, connections, automations, and billing; carefully review consequential actions before confirming them.