• LIQUIDITY
  • AUDIT
  • HISTORY
  • HUMAN

How to track cash flow and balance with your AI

Connect Cora Bank to your AI client once. From there, you can manage your banking data through simple chat.

Ask AI about this page

Short answer

How can I track my cash flow and balance with my AI?

Your AI pulls your current balance, lists recent payments, and fetches bank statements for reconciliation. You get a clear view of your money without logging into a banking portal.

Financial visibility outcomes

Where your data lands

Your AI handles the data retrieval so you can focus on the numbers.

LIQUIDITY

Instant balance checks

The AI checks your available funds immediately. You'll know exactly how much cash you have on hand.

AUDIT

Statement retrieval

The AI pulls detailed bank statements. This makes matching transactions to your books much easier.

HISTORY

Payment tracking

Get a list of recent account activity. You can see who was paid and when without scrolling through menus.

HUMAN

Manual reconciliation

The AI gathers the data, but you decide how to categorize the entries in your accounting software.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Cora Bank account.

  1. Check funds

    The AI looks up your current account balance to show your available liquidity.

    cora_get_balance

  2. Review activity

    Your agent pulls a list of recent payments to show recent money movement.

    cora_list_payments

  3. Fetch documents

    The AI retrieves specific bank statements for your requested time periods.

    cora_get_statement

  4. Organize data

    The AI combines payment lists and statements to help you prepare for accounting.

    cora_list_paymentscora_get_statement

Try it

Copy these to start.

Use these lines to trigger the Cora Bank tools.

Starting points

These are opening lines. Swap out the specific dates or account names to get exactly what you need.

Cora Bank Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_lVn7Zz4LJ3Xu5otJAJTOe6F9baeARROXQTFRxISO/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Cora Bank capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cora-bank-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lVn7Zz4LJ3Xu5otJAJTOe6F9baeARROXQTFRxISO/mcp"
    }
  }
}
Copy into chat04

  • What is my current balance in my main checking account?

  • Show me all payments made to Vendor X last month.

  • Pull my bank statement for January 2024.

  • List my most recent transactions so I can check for errors.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Cora Bank once, then ask.

You only need to link your account once. Your credentials stay encrypted, and the full walkthrough lives on the Connector page.

Connect Cora Bank to your AI

FAQ

How this task behaves

  • 01

    Can my AI move money or make payments?

    No. This MCP only provides read access to your balance, payments, and statements.

  • 02

    Can the AI change my account settings?

    No. The AI cannot modify your bank profile, change passwords, or update contact info.

  • 03

    Does the AI store my bank login?

    No. Your login credentials are encrypted and are not stored by the AI or Vinkius.

  • 04

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    How often is the balance updated?

    The AI fetches the balance in real time whenever you ask for it.

  • More questions about Cora Bank? The Connector page answers them. See everything the Cora Bank Connector can do

Connect Cora Bank to Claude, Cursor, ChatGPT & more