abacova — full course Lesson 11

Use abacova from your AI assistant

Duration: 6:41

Connect Claude, ChatGPT or another AI app to your organization from Integrations, decide whether it can make changes and revoke access whenever you like, so you can ask about your money with your real figures.

Video thumbnail: Use abacova from your AI assistant

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Chapters

  1. Introduction
  2. Contents
  3. 1. What your assistant can look up · 1.1 Balances and net worth
  4. 1.2 Budgets
  5. 1.3 Debts between people
  6. 2. Connect your assistant · 2.1 Create and revoke a connection
  7. 2.2 Connect Claude
  8. 3. Your first conversation · 3.1 Am I on track with my budgets?
  9. 3.2 How much did I spend on groceries?
  10. 3.3 Who owes me money?
  11. 3.4 What's my net worth right now?
  12. Course wrap-up

What your assistant can look up

If you already use Claude, ChatGPT or another AI app every day, you can ask it about your money and get answers built on your real figures rather than guesses. abacova's connector makes that possible. It's part of the Pro plan and works with Claude, ChatGPT, Claude Code, Cursor, VS Code and Gemini CLI.

Before you connect anything, it helps to know what your assistant will see.

Balances, transactions and reports

Your assistant can look up your balances, your transactions and your reports. It can also read your money review, your rules, your alerts, your exchange rates and your reconciliation status. Where a transaction has attachments, it sees their names, never the files.

Budgets

It also sees your budgets, so you can ask whether you're over this month without opening the budgets screen. Near the end of the month, it's a quick way to find out how much room is left in each one.

Debts and what's coming up

It knows your debts too: who owes you money and who you owe. Add your upcoming payments and the forecast, and your assistant has plenty to answer from.

Connect your assistant

Connections are created in Settings, under Integrations, which lists the steps for each app.

Create a connection

How you connect depends on the app:

  • Claude and ChatGPT: paste the server address into the app.
  • Claude Code, Cursor, VS Code and Gemini CLI: use a token. A token is shown only once, so copy it straight away.

If you get stuck, the website's guide to connecting abacova to your AI has screenshots for each app.

Decide whether it can make changes

Every connection is read-only unless you turn on Allow changes for it. With that option on, your assistant can:

  • classify transactions, one at a time or by filter
  • manage categories and tags
  • record an income or an expense
  • create, edit and switch off rules, which apply to new transactions only
  • rename an account
  • save a report

It can never make transfers, split bills, create debts, or delete transactions, accounts or rules. Reconciled transactions are only classified if you ask for that. Every change appears in the Audit Log and counts towards your transaction allowance.

If you turn the option on later, refresh the app's tool list and start a new chat. In Claude on the web, that's Settings, then Connectors, then the connector's menu, then Refresh tools list.

Revoke a connection

If you stop using an app or lose track of a token, revoke the connection. It stops working at once. You can have up to ten active connections, so revoking old ones also frees up space.

Your first conversation

Once you're connected, ask the kind of question you'd ask a person:

  • Am I on track with my budgets this month?
  • How much did I spend on groceries last month?
  • Who owes me money?
  • What's my net worth right now?

You can follow up on any answer, ask for more detail or request a comparison with another month. And if a figure ever surprises you, check it in abacova.