AI connections
Connect ChatGPT or Claude to Spifex
Set up the read-only MCP connector, approve consent and revoke access when needed.
Last updated: 2026-11-09
What the connector can do
The Spifex MCP connector is read-only. It exposes workspace listing, cash-flow rows, summaries and categories with the cashflow:read scope. It cannot create, edit, delete, settle or transfer anything.
The assistant never receives your Spifex password. Authorization happens on the Spifex consent page and can be revoked from Settings → AI connections.
Add the connector
- Open the connector settings in ChatGPT or Claude.
- Add https://api.spifex.com/mcp as a custom MCP server.
- Sign in to Spifex and approve the read-only consent.
- Ask the assistant to list workspaces first, then use the returned workspace id.
Revoke or review access
Open Settings → AI connections in the relevant workspace. Each registration is listed separately; revoke any connection you no longer use. Revocation deletes the access and refresh tokens and takes effect on the next request.