AI Connector Overview

Recurex exposes an MCP (Model Context Protocol) server so AI assistants can read and write your expenses through natural conversation.

End-user setup guides:

• Claude Setup — what the connector does, step-by-step setup, troubleshooting, and support
• ChatGPT Setup

What the connector does

Once connected, your AI assistant can:

• List and search expenses (active, planned, paused, cancelled)
• Add subscriptions and one-time costs
• Create planned/wishlist items that don't affect burn until activated
• Update or delete expenses
• Log actual charges for variable (usage-based) bills
• Summarize monthly burn by currency
• Create projects and group related expenses

See the full tool list: MCP Tools Reference.

MCP endpoint

https://recurex.app/api/mcp

(Use your deployment's NEXT_PUBLIC_SITE_URL in development.)

Supported clients

Authentication

Connections use OAuth 2.1 with PKCE. The AI client redirects you to Recurex to approve access. Tokens are scoped to expenses:rw and bound to your user + active workspace.

Details: OAuth Reference.

What the AI can do

11 tools are available — see MCP Tools Reference for parameters and example prompts.

Plan requirement

The ai:connector feature requires Pro or Team when billing is enforced. Currently all workspaces have access. See Plans & Billing.

Manage connections

Go to Integrations (recurex.app/integrations) to see active connections and revoke tokens.

To troubleshoot connection issues, start with Claude Setup → Troubleshooting.

Server info