How to Connect Manage Bankroll to Claude, ChatGPT and Other AI Assistants

If you already keep ChatGPT or Claude open all day, opening a separate app to log a result is friction — and friction is what kills a tracking habit. Manage Bankroll now runs an MCP connector, so the assistant you already use can read the numbers you have recorded and save new ones you dictate.

Setup takes about two minutes. This guide covers what MCP is, how to connect each client, what the connector can and cannot do, and what to check if something goes wrong.

What is MCP?

MCP stands for Model Context Protocol. It is an open standard that lets an AI assistant work with an application on your behalf, using a defined set of tools rather than scraping a screen or guessing at an API.

In practice it means three things:

• The assistant calls tools, not pages. Manage Bankroll publishes a small set of named tools — list platforms, get a summary, record an entry — and the assistant picks the right one.
• You authorise the connection explicitly. Nothing happens until you approve it on a Manage Bankroll screen, and you can disconnect at any time.
• It works across clients. Because MCP is a standard rather than a private integration, the same server URL works in ChatGPT, Claude, Claude Code, Cursor, and anything else that speaks the protocol.

Before you start

You need a Manage Bankroll account, and you should be signed in at managebankroll.com in the browser you will use to approve the connection. If you are not signed in, the approval screen sends you through sign-in first and returns you to the same approval afterwards.

Reading works on the free plan. Recording entries, reading your full history and reviewing sessions are Pro features.

The server URL is the same for everyone:

https://managebankroll.com/api/mcp

Connecting ChatGPT

1. Open Settings → Apps & Connectors in ChatGPT.
2. Choose Advanced → Developer mode, then Create.
3. Paste https://managebankroll.com/api/mcp as the server URL.
4. Sign in and approve the connection when Manage Bankroll asks.

Connecting Claude

1. Open Settings → Connectors in Claude.
2. Choose Add custom connector.
3. Paste https://managebankroll.com/api/mcp as the server URL.
4. Sign in and approve the connection when Manage Bankroll asks.

Connecting Claude Code

Two commands:

claude mcp add --transport http manage-bankroll https://managebankroll.com/api/mcp

Then run /mcp inside Claude Code, choose Authenticate, and approve the connection in the browser window that opens.

Connecting Cursor and other MCP clients

Any client that supports remote MCP servers over HTTP will work with the same URL. In Cursor, open Settings → MCP → Add new global MCP server, set the transport type to http, and use the server URL above.

What the approval screen shows you

When you connect, Manage Bankroll shows an authorisation screen listing exactly what the connection may do. It is worth reading rather than clicking past, because it also states what the connection cannot do:

It can read the platforms you have set up, read the entries you have recorded and your totals, review sessions you have tracked, and save new entries you dictate.

It cannot move money, place orders or make payments; reach anything outside your Manage Bankroll account; change your password, email or billing; or give tips, picks or predictions.

One honest caveat: the name an app reports on that screen is supplied by the app itself. Only approve a connection you just started yourself.

Using it

Once connected, plain language works. Reading questions:

• "How did last month go across all my platforms?"
• "Which platform am I steadiest on this year?"
• "What did my last five sessions look like?"
• "How much have I put in versus taken out?"

Recording, if you are on Pro:

• "Log tonight's session — down 85."
• "Record a 120 profit from yesterday."

A useful habit: ask the assistant to read back what it is about to save before it saves it. The connector will tell you if a platform name does not match one you have set up, rather than inventing a new one.

Everything is still manual entry

This is worth being precise about, because it is the whole design.

The connector reads back records you created and saves records you dictate. It does not gather figures from anywhere else. Manage Bankroll has no connection to any external account and never will — it is a journal for numbers you type in yourself, and the connector is simply a second way to type them.

If you ask your assistant to help you tidy up figures you are looking at elsewhere and then dictate the result, that is you doing manual entry through a different keyboard. Nothing is fetched on your behalf.

Privacy and control

• You approve every connection. No app reaches your data without an explicit grant.
• Disconnect takes effect immediately. Go to Settings → Connections in your account, and revoking ends that app's access straight away, including any active sessions.
• The connection is scoped to your own records. It cannot see other users' data, your password, or your billing details.
• Read and write are separate. Every tool declares whether it only reads or can modify data, so clients can prompt before anything is changed or deleted.

Troubleshooting

The connection fails immediately. Check the URL has no trailing slash and reads exactly https://managebankroll.com/api/mcp.

You get sent to a sign-in page and nothing happens. Sign in, and the approval should resume on its own. If it does not, start the connection again from the client.

The assistant says it cannot record entries. Recording is a Pro feature. Reading your platforms and recent entries works on the free plan. Upgrading takes effect immediately — you do not need to reconnect.

It cannot find your platform. Platform names must match one that already exists on your account. Ask the assistant to list your platforms first, or create the platform in the app.

Nothing appears after connecting. Ask it to list your platforms. If the account is empty, add a platform and record an entry first — the connector reads what is there, so an empty account reads as empty.

Where to go next

Set the connector up from Settings → Connections in your account, where you can copy the server URL, follow the steps for your client, and see which apps currently have access.

If you are new to tracking, start in the app: add a platform, record a few entries, and then connect an assistant once there is something for it to read.