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Manage Bankroll

MCP connector

Connect your bankroll to ChatGPT and Claude

Manage Bankroll speaks the Model Context Protocol, so the assistant you already use can read the numbers you have recorded and save new ones you dictate. Setup takes about two minutes and you approve exactly what it may do.

Set up the connectorSee the steps

Server URL

https://managebankroll.com/api/mcp

What you can ask

Once connected, these work in plain language. The assistant reads your own records and answers from them.

  • “How did last month go across all my platforms?”
  • “Which platform am I steadiest on this year?”
  • “Log tonight’s session — down 85.”
  • “Record a 120 profit from yesterday.”
  • “What did my last five sessions look like?”
  • “How much have I put in versus taken out?”

Setting it up

Copy the server URL, add it as a connector, and approve the connection when Manage Bankroll asks. You will need an account; reading works on the free plan.

ChatGPT

  1. 01Open Settings → Apps & Connectors in ChatGPT.
  2. 02Choose Advanced → Developer mode, then Create.
  3. 03Paste https://managebankroll.com/api/mcp as the server URL.
  4. 04Sign in and approve the connection when Manage Bankroll asks.

Claude

  1. 01Open Settings → Connectors in Claude.
  2. 02Choose Add custom connector.
  3. 03Paste https://managebankroll.com/api/mcp as the server URL.
  4. 04Sign in and approve the connection when Manage Bankroll asks.

Claude Code

  1. 01Run: claude mcp add --transport http manage-bankroll https://managebankroll.com/api/mcp
  2. 02Run /mcp inside Claude Code and approve the connection.

Cursor and other MCP clients

  1. 01Add a new MCP server with transport type "http".
  2. 02Use https://managebankroll.com/api/mcp as the URL.
  3. 03Approve the connection when Manage Bankroll asks.

What the connector can and cannot do

The connection is scoped to your own records, and the approval screen spells this out before anything is granted.

It can

  • Read the platforms you have set up
  • Read entries you have recorded, and your totals
  • Review sessions you have tracked (Pro)
  • Save new entries you dictate to it (Pro)
  • Create a new platform when you ask for one (Pro)

It cannot

  • Move money, place orders or make payments
  • Reach anything outside your Manage Bankroll account
  • Change your password, email or billing
  • Give tips, picks or predictions

Questions

What is MCP?

The Model Context Protocol is an open standard that lets an AI assistant work with an app on your behalf. Manage Bankroll runs an MCP server, so any client that speaks the protocol can connect to it.

Do I need a paid plan?

No. Reading your platforms, totals and recent entries works on the free plan. Recording entries, reading your full history and reviewing sessions are Pro features.

Where does the data come from?

Only from what you have already recorded in Manage Bankroll by hand. The connector reads your own entries back to you and saves new ones you dictate — nothing is gathered from anywhere else.

Can I disconnect it later?

Yes, from Settings → Connections in your account. Disconnecting takes effect immediately and ends the app’s access straight away.

Can the assistant see my whole account?

It sees the platforms and entries you have recorded, and nothing else. It has no access to your password, your email or your billing details.

Which assistants work?

ChatGPT, Claude, Claude Code and Cursor are covered above. Any other client that supports remote MCP servers over HTTP will work with the same URL.

Set it up in about two minutes

Copy your server URL from Settings → Connections and paste it into the assistant you already use.

Open Connections

Need a hand? Email support@managebankroll.com.