AI Connector (MCP)

ChatGPT Setup

Connect ChatGPT to Recurex via MCP Developer Mode.

Prerequisites

  • A Recurex account
  • ChatGPT with Developer Mode / MCP connector support
  • Pro or Team plan (when billing is enforced)

MCP server URL

https://recurex.app/api/mcp

Setup steps

  1. Open Integrations in Recurex and note the MCP URL on the ChatGPT card
  2. In ChatGPT, enable Developer Mode and add a custom MCP server
  3. Enter the MCP URL: https://recurex.app/api/mcp
  4. ChatGPT performs OAuth discovery via RFC 9728 metadata
  5. Sign in to Recurex and approve the consent screen
  6. ChatGPT exchanges the authorization code for tokens via PKCE

Client identification

ChatGPT may use CIMD (Client ID Metadata Document) — where client_id is an HTTPS URL pointing to a metadata JSON file. Recurex fetches and caches this document on each authorization request.

Recurex labels tokens as "ChatGPT" vs "Claude" based on client ID, name, and redirect URI patterns.

Example prompts

  • "Show me a summary of my spending"
  • "Add a $20/month expense for GitHub Copilot, business category"
  • "What planned expenses do I have for my renovation project?"
  • "Update my Netflix expense to paused status"

Troubleshooting

IssueFix
Connector not foundEnsure Developer Mode is enabled in ChatGPT
OAuth redirect errorRedirect URI must match what was registered via DCR or CIMD
Empty tool listVerify token is valid — try reconnecting from Integrations
Stale dataMCP reads live data; refresh the conversation context

Revoke access

Revoke from Integrations in Recurex or disconnect the MCP server in ChatGPT settings.