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Connection address

ChatGPT and Dots

Use your shared ChatGPT authorization.

Claude

Add a remote custom connector.

Codex

Add the hosted server and sign in.

Other clients

Check the required transport and authentication.

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What it can do

Read the financial areas you allow: summaries, transactions, accounts, bills, assets, debts, budgets, goals, rules and saved context. Available tools depend on your actual permissions and account selection. Read access does not authorize proposals or direct editing. Those are separate choices. No mode can transfer money, pay a bill, trade, connect a bank or refresh a provider.

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Where your information goes

Returned records reach your chosen AI provider. This connection does not make a Geldee request to its built-in AI provider. Local connector software does not keep a cloud assistant’s processing on your computer. Read privacy, then follow the connection quickstart.

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Guidance for agents

Read the agent workflow guidance for connection, evidence and editing rules. Reading or installing guidance does not grant financial access; the owner must still authorize the connection.