Oh I’ll try as soon as I am home! Thank you. If I can get this to work this would fix the issue I have of not having direct bank link. Thank you for responding fast.
By the way, you can also drop in your bank statement file into the AI chat within the web app. If that's what you're planning on doing with Claude.
As soon as I saw MCP I saw the future. The possibilities. Already have skills ready when I tried to make transaction via a screenshot on my phone it didn’t work before. Still not at home. Excited to try it. Thank you again for the speed. I’m so happy with this app. This just made it perfect.
Sweet! Please make more feature requests if you see something is missing. Also, if you don't mind, can you remember where you saw the MCP feature first? Was it on discord or something? I don't remember where I advertised it. You're probably the first one to use it.
Im gonna try my hands on it soon and give some feedback if for my workflow it worked and report on any bugs I find (if). Happy to be the first. This is such a win, thanks again for thinking of this even and putting the effort of adding it. I was switching browsers and had to login again, so it was on your website that I saw the small banner and my eyes opened wide. I am not on discord.
Okay sweet, that was just perfect timing then because I updated that landing page last night. Cool. Let me know!
One detail. A barrier I encountered, Could you add the possibility of also MCP being able to create categories, or edit their names, values, settings etc? issue I found is I needed it to create one for me from a transaction from a screenshot on my phone, I make it always ask me questions when its not sure and it informed me it cant create categories. Sorry for asking so much. The its fantastic just giving it screenshots including the last transactions of each account and that it cant cleanly add the transactions now even from the history get the context it needs. This is fabulous. True kualia assistant! Please add that request regarding categories.
Done! You can now created categories, archive them, unarchive, update them, set targets, remove targets, reorder category groups, reorder categories within the groups (alphabetically, by target amount, by target due date, or anything you LLM can decide). Let me know if this works for you 🤝 And keep the requests coming. I want to build out the MCP to be the best it can be. Don't be sorry, you're helping
Beautiful! Thank you thank you thank you. I will keep reporting back then with issues or barriers I encounter. And thank you!
Confirm this to me please? I use it via Claude Code, it cannot do transactions right, create them, just list and view them? Please add the ability to actually do transactions, that is the only reason I need it for.
Can you try it? If you're using Claude desktop app, go to connectors, disconnect from Kualia and reconnect. Need to do that to get "write" privileges. Let me know! You can create/update/delete/un-delete transactions.