Era Becomes the First Personal Finance Connector in Anthropic's Claude Directory — and Every Other MCP-Compatible Agent

Era Context runs on the open MCP protocol, integrating into Anthropic’s Claude Directory, assisting with your personal finances

SAN FRANCISCO--(BUSINESS WIRE)--Era today became the first personal finance connector available in Anthropic's Claude directory. Claude users can now hand the AI a real view of their finances and ask it to do something about them. From everyday prompts to tangible financial improvements users can see in their accounts. Users can turn complex financial goals into automated actions that show up as real changes.

Until now, you weren’t able to ask AI about your money beyond generic advice or, at best, a dashboard. Era closes this gap. By integrating as a connector, Era is backed by a unified model of the user's financial life. Every linked account, every transaction, every recurring charge, every transfer between accounts, plus a memory layer that carries goals and preferences from one session to the next. Era currently supervises over $250 million in user assets and liabilities through the platform. It also exposes a rule and automation engine Claude can write to, not just read from, and as a result, Claude stops describing finances and starts reorganizing them.

Claude can read actual spending patterns and design a category structure that fits the specific user, not just a generic template. By creating these categories, it writes the rules to route past and future transactions to them, and applies the whole thing retroactively. One prompt with hundreds of transactions reorganized. A financial life that was overwhelming an hour ago is legible by dinner.

"AI has been able to talk about your money for two years,” said Alex Norcliffe, Co-founder and CEO of Era. “The interesting thing is when it can start fixing it. That's the line we just crossed, and because we're built on MCP, we crossed it on every AI at once, not just Claude."

Era Context is built on the open MCP protocol. The same financial memory, goals, categories, rules, and confirmed facts about a user's life are available to any MCP-compatible agent, including ChatGPT, Manus, Poke, and others. A user can plan their financial goals with Claude and move on to ChatGPT without losing progress, as the agent already knows the user’s runway, savings goal, tax setup, etc.

Era operates a subsidiary registered as an investment adviser (RIA) with the U.S. Securities and Exchange Commission, and for users on Era's paid tiers, that subsidiary is the adviser of record on financial guidance and any action taken on their behalf. Regulatory responsibility for advice sits with Era, not with the AI. That separation is deliberate, and it's what makes it responsible to bring this kind of capability into a frontier model.

Today's listing makes Claude the most polished surface for these capabilities. The bigger story is what becomes possible when an AI can finally work inside a user's real financial life and when that work follows the user across every agent they open, instead of starting from zero each time.

To learn more about Era, visit era.app.

To access the media kit, click here.

ABOUT ERA

Era is pioneering the future of personal finance through agentic AI. By combining advanced artificial intelligence with deep financial expertise, Era delivers institutional-grade wealth management capabilities to everyday Americans. Headquartered in San Francisco with offices in London and New York, Era is backed by leading technology investors and powered by partnerships with industry giants like Cerebras Systems. Visit https://era.app to join the financial intelligence revolution.