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Claude Era Context connectorWhat Claude can do in your Era Context account.
The Claude Era Context connector exposes 27 tools. 17 read, 10 write, 0 undocumented: Claude reads balances, transactions and forecasts, tidies categories and rules, and keeps a memory of the facts you approve. Here is what it sees, what it changes and what it asks first.
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Your money in context, inside the conversation
Checking whether you can afford a trip usually means opening a banking app, a budget spreadsheet and a calendar of bills. With Era Context connected, you ask Claude. It pulls balances, recurring charges and a forecast from Era, then answers with your own numbers. It can also clean up messy transactions and remember the goals you confirm, within the permissions you granted.
A spending answer you can trust. Before booking a weekend away, you ask what you can spend without touching savings. Claude reads accounts__check_account_balance, transactions__list_recurring_charges and insights__forecast_spending and puts them side by side.
Messy data, fixed. Era's own example: find noisy merchants or categories, correct the selected transactions with transactions__update_transactions, then rerun the analysis to check the answer changed.
Cleanup turned into rules. Era suggests turning repeat fixes into automation rules. Era says agents should preview and ask before applying a rule, since rules keep changing future data.
What it will not do: Era states it cannot pay bills, place trades or file taxes, and Claude never receives your bank credentials. Nothing runs on its own either; Claude only acts while answering you. For a recurring money brief delivered on a schedule, a client routine or an automation platform does the timing; see the Integrations hub.
Five words before you connect
The Claude vocabulary used on this page, in a minute.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work on it while it answers you.
- Tool
- One named job a connector opens to Claude. Claude picks the ones it needs on its own; the directory sheet lists them by name.
- Authorization
- Era's own sign-in and scope screen, where you decide what Claude may reach. Granted once per person, and revocable.
- Approval
- The confirmation Claude waits for before it changes something in an account, shown in the conversation when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Era.
Connect the Claude Era Context connector in three steps
- 01
Find Era Context in Claude
Open Claude's settings, go to Customize then Connectors, and look for Era Context. On a Team or Enterprise workspace, an Owner or Primary Owner must switch the connector on before members can each sign in.
- 02
Start the connection
Click Connect on its row and sign in to Era in the window it opens. If the link breaks later, Disconnect and connect again. Era then suggests starting with a read-only question.
- 03
Review the scopes
Read Era's authorization screen before accepting: it lists the scopes requested, and those scopes decide which tools Claude will even see. You can revoke access later by disconnecting the client or the account connection.
The 27 tools, split by what they do
Era Context gives Claude 27 tools: 17 that read your account, 10 that change something in it.
Every tool below carries a safety label published by Era: read only, write capable, destructive, or extra consent. Names stay exactly as Claude shows them.
- 17 read
- 10 write
Tools index
- accounts__check_account_balance
- accounts__list_financial_accounts
- billing__get_current_plan
- billing__list_plans
- insights__analyze_spending
- insights__compare_spending_periods
- insights__forecast_spending
- insights__get_cash_flow
- insights__get_daily_financial_summary
- knowledge__get_financial_context_and_overview
- knowledge__get_pending_questions
- knowledge__recall_history
- knowledge__show_question_ui
- transactions__list_recurring_charges
- transactions__list_spending_categories
- transactions__list_transactions
- transactions__search_transactions
What Claude reads (17)
17 toolsSeventeen tools that look at balances, transactions, insights, memory and billing state without changing them.
accounts__check_account_balance
Checks the balance of an account, going by the title Era gives this tool, which it labels read only. It belongs to the Accounts family, which Era describes as the place to see balances, account groups and which accounts count in analysis.
accounts__list_financial_accounts
Lists your financial accounts, per its title at Era, without changing anything: the tool is labelled read only. After a bank connection, Era describes a step where you review the accounts that came back; no sentence describes this tool further.
billing__get_current_plan
Shows your current Era subscription, if you go by its title, as a read-only call. Era files it under billing, the family used to compare options and preview costs; in Era's own path for switching, reviewing the current one comes first.
billing__list_plans
Lists the subscription options Era offers, according to its title; the publisher labels it read only, inside the billing family where options are compared and costs previewed.
insights__analyze_spending
Analyzes your spending: that is all its title says, alongside a read-only label. Era places it in the insights family, built for the questions people actually ask: what changed, where the money went, what recurs, what might come next.
insights__compare_spending_periods
Sets two spending periods side by side, going by the title Era publishes. The tool is read only and belongs to the same insights family, with no further detail in the publisher's documentation.
insights__forecast_spending
Forecasts upcoming spending, per its title, as a read-only call. Era notes that if your AI client supports routines or scheduled tasks, Context can supply the data for Friday briefs, subscription audits and anomaly reviews, while the client decides when the routine runs.
insights__get_cash_flow
Returns your cash flow, according to its title; the tool is read only. Elsewhere Era notes that linking transfers between your own accounts keeps cash flow from being inflated by duplicates.
insights__get_daily_financial_summary
Provides a daily financial summary, to judge by its title, without changing anything since Era labels it read only. It is one of the tools in the family Era devotes to what changed and what might come next.
knowledge__get_financial_context_and_overview
Loads your financial context and overview, per its title, as a read-only call. Era advises starting here rather than with forms, then asking only the missing questions, and names an overview as a good first, read-only question.
knowledge__get_pending_questions
Retrieves pending questions, going by its title; Era labels it read only. Those questions are part of what the memory family carries from one conversation to the next, in the publisher's description.
knowledge__recall_history
Recalls the history of a stored fact, per the title Era publishes, without changing anything. It is a read-only tool in the memory family, the one that keeps the facts you approved.
knowledge__show_question_ui
Shows a question form, per the title Era gives it; it is labelled read only. This connector is one of those that display an interface inside the conversation, and the tool sits in the memory family, next to pending questions.
transactions__list_recurring_charges
Lists recurring charges, if you stick to its title, without changing anything: Era labels it read only. It belongs to the transactions and automation family, which Era presents as the one that finds messy data, tags it, categorizes it and turns repeat fixes into rules.
transactions__list_spending_categories
Returns the spending categories, per the title Era publishes, as a read-only call. Categorizing transactions is part of what the transactions family does, according to its description.
transactions__list_transactions
Pulls up a list of your transactions, as its title says; Era marks it read only. No sentence from the publisher details its filters: only the title and the transactions family description document it.
transactions__search_transactions
Searches transactions, per the title Era publishes, without changing anything since it is labelled read only. Era describes cleanup as starting with finding noisy merchants or categories, which is where a search fits.
What Claude can change (10)
10 toolsTen tools Era labels write capable, some of them destructive. One needs extra consent.
billing__upgrade
Asks you firstMoves your Era subscription up a tier, per its title. Era labels it write capable with extra consent, and states that billing changes sit outside the scopes granted by default.
connections__connect_bank_account
Approval: see the ruleOpens Era's bank-connection flow so an institution can be linked. Era presents this family as a way to handle connections without ever handing your bank credentials to the agent, and labels the tool write capable.
knowledge__confirm_or_reject_inference
Approval: see the ruleConfirms or rejects an inference, per the title Era gives it, with a write-capable label. It belongs to the memory family, which Era describes as what carries the conversation forward: overviews, pending questions and facts you approve.
knowledge__defer_question
Approval: see the ruleDefers a question, according to its title; Era labels it write capable and files it with the memory tools, next to pending questions.
knowledge__forget
Approval: see the ruleForgets a fact from your Era financial memory, if you follow its title. Era labels it write capable and destructive.
knowledge__remember
Approval: see the ruleRemembers a fact in your Era financial memory, according to its title, with a write-capable label. Era wants memory to come from explicit approval, never inference, and to keep only the facts you explicitly ask it to remember.
transactions__manage_automation_rules
Approval: see the ruleManages automation rules, per its title. Era labels it write capable and destructive, and points out that rules keep changing future data.
transactions__manage_transaction_tags
Approval: see the ruleHandles the tags on your transactions, per the title Era publishes, which marks it write capable and destructive. Tagging is part of what the transactions family is meant to do, according to its description.
transactions__manage_transfer_links
Approval: see the ruleLinks money moved between your own accounts, so cash flow is not inflated by duplicates; Era advises doing it before forecasting. Label: write capable.
transactions__update_transactions
Approval: see the ruleUpdates the selected transactions, per its title. Era marks it write capable and destructive, requires write scope and the IDs of the chosen transactions, and advises rerunning the analysis afterwards to prove the answer changed.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before any action it takes on an account for you. The request appears in the conversation, at the moment it matters.
On Team and Enterprise workspaces, owners decide whether a member may let some actions through without being asked again. They can also cap what a connector may do for the whole organization, for instance keep reading and close writing, and nobody overrides that from their own account. Claude works with your rights and nothing more: Era says the assistant only sees tools allowed by your Era subscription, scopes, client and its safety rules.
Which Claude plans include it
None of the 819 sheets in the official directory displays availability by plan. Connector by connector, that answer is not published anywhere: it is a real gap in the catalogue.
What is published is the general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization before members sign in. Check its sheet in the official directory for the current status. Only Era documents this connector; no Claude help article covers it. Era's own subscription tiers are a separate matter.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing reruns a forecast when a new transaction lands.
The tool list is an observed floor, not a promise: an administrator can open actions no public sheet shows, and Era's own page lists more tools than the directory sheet. The partner badge is not a security audit, and Anthropic states on every sheet that it does not pick a publisher's tools or guarantee their behavior. Era also states that Context supplies the data, while your AI client controls when a routine runs.
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