Era: AI Money Autopilot

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Era: AI Money Autopilot is a personal finance tool that connects your bank accounts to AI assistants like Claude and ChatGPT. It provides AI-driven insights, automates money movements, and helps manage finances.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Non-technical

About

What is Era: AI Money Autopilot?

Era is an AI-native personal finance platform designed to connect your bank accounts and financial data to various AI assistants, including Claude and ChatGPT, via the Model Context Protocol (MCP). It offers three core products: Context, a personal MCP server for real-time financial access; Agency, a proactive mobile app that monitors and manages your money; and Thesis, an investment tool for advanced portfolio analysis. Users can ask AI agents about their money, automate transfers, set savings goals, and manage budgets. Era emphasizes security with bank-grade encryption and never sells or uses personal financial data for AI model training. It supports thousands of US financial institutions and offers a free tier alongside paid plans for enhanced features.

Best used for

Ideal for individuals who need to connect their financial accounts to AI assistants, automate money movements, and gain proactive financial insights. Especially valuable for those looking to manage budgets, set savings goals, and optimize investments with AI support across multiple platforms.

Common actions

manage personal finances

automate money transfers

track financial goals

gain financial insights

optimize investments

Finance

Capabilities

Key features

Connect bank accounts to AI
AI-driven financial insights
Automated money transfers
Shared memory for financial goals
Proactive financial monitoring
Investment analysis tools
Customizable financial rules

Target Audience

Individuals seeking automated financial managementMillennials and Gen-Z usersPeople who want to optimize investmentsUsers looking for personalized financial adviceThose who want to simplify budgeting

Integrations

claudechatgptcursorgeminiperplexity

Pricing & Plans

Freemium · Paid

Freemium

FAQs

What is the Model Context Protocol (MCP) and how does Era use it?

MCP is an open standard allowing AI assistants to connect to external data sources. Era uses MCP to provide AI agents like Claude and ChatGPT with real-time access to your financial data, including balances, transactions, and goals, without requiring manual uploads.

Can Era's AI assistants actually move money, or only view financial data?

Era supports both read and write access. Your connected AI agent can check balances, send transfers, set up automated rules, trigger savings, and manage budgets. You maintain control over the permissions granted to the AI.

How does Era ensure the security and privacy of my financial data?

Era uses bank-grade encryption for data in transit and at rest, connecting to financial institutions through regulated aggregation partners. It never stores bank credentials, and your data is never used to train AI models or sold to third parties.

What is the difference between Era's Context and Agency products?

Context is the infrastructure that makes your finances available to any MCP-compatible AI agent. Agency is a native app that builds on Context, adding a proactive layer to monitor your finances in real time and take action on your behalf without waiting for a prompt.

Does Era offer a mobile application?

Yes, Era's Agency product is available as a native mobile app. The Context product itself doesn't require a dedicated app, as it functions through the AI assistant you are already using on any device.

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