Your personal AI financial advisor
Claude Sonnet 4 powered assistant with 27 specialized tools across 12 categories. Access all your financial data through natural conversation, use Sniper Mode to explain any dashboard element, connect your own API keys, or integrate with Claude Desktop via MCP.
Smart Chat with Sniper Mode
Ask anything about your finances in natural language. Or use Sniper Mode — click any dashboard element and AI instantly explains it with personalized recommendations. Floating widget or full-screen overlay.
Assetli AI
Claude Sonnet 4
Hello! I'm your AI financial assistant.
Ask about your finances...
Emergency Fund: 4.9 months
Click to analyze
27 Tools, Complete Financial Access
AI runs 15 parallel queries to understand your complete situation before you even ask. 27 specialized tools across 12 categories — accounts, transactions, budgets, investments, properties, vehicles, mortgages, subscriptions, savings, FIRE, household, and more.
27
tools
Choose Your AI Provider
Use Assetli AI (Claude Sonnet 4) with $2 free credit, or connect your own API keys from Anthropic, OpenAI, or Google. Same tools and context, your choice of model and billing.
Assetli AI
Claude Sonnet 4
Anthropic
Claude (own key)
Own key
Direct billing
OpenAI
GPT-4o / GPT-4-turbo
Own key
Direct billing
Google Gemini
Gemini 2.0 Flash / 1.5 Pro
Own key
Direct billing
MCP — Connect to Claude Desktop
Use Model Context Protocol to access your Assetli financial data directly from Claude Desktop or Claude Code. 8 external tools, secure API key authentication, granular permissions, and usage tracking.
{
"mcpServers": {
"assetli": {
"command": "npx",
"args": ["assetli-mcp"],
"env": {
"ASSETLI_API_KEY": "ask_7f3a...b2c1"
}
}
}
}Available tools
API Key
ask_7f3a...b2c1
Permissions:
Up to 95% Cost Savings
3-level prompt caching dramatically reduces costs in long conversations. Every message shows estimated cost before sending and actual cost after. Use your $2 free credit or your own API keys.
Without caching
0.15 Kč
With caching
0.02 Kč
Ask about your finances...
Est. cost: ~0.03 KčFull Conversation History
All conversations auto-saved. Search, rename, star favorites, and organize. Group by date. Load any past conversation with full context. Persistent across sessions.
Search conversations...
Today
Monthly spending analysis
Your savings rate is 42%, which is excellent...
Investment portfolio review
5hYesterday
Budget planning for Q2
1dHow it works
AI that understands your complete financial picture
Ask or Click
Type a question in natural language or use Sniper Mode to click any dashboard element for instant AI analysis.
AI Analyzes Your Data
15 parallel queries build your financial snapshot, then 27 tools fetch exactly what's needed to answer your question.
Get Actionable Insights
Personalized recommendations with real numbers from your data, links to relevant pages, and specific steps to improve.
Ready for your AI financial advisor?
Start a conversation and discover insights hidden in your financial data.
Start Free NowNo credit card required · $2 free AI credit