• BALANCE
  • FX
  • PLAN
  • HUMAN

How to monitor multi-currency liquidity with your AI

Connect Finmo to your AI client to track your global cash positions. You'll get instant visibility into wallet balances and current exchange rates.

Ask AI about this page

Short answer

How can I track my multi-currency balances and FX rates with AI?

Your AI pulls live data from your Finmo wallets to show you exactly how much you have in every currency. It also fetches real-time FX rates so you can decide when to convert funds. You'll see the specific outcomes below.

Liquidity outcomes.

Where your data goes.

The AI handles the data retrieval so you can focus on the math.

BALANCE

Wallet snapshots

The AI pulls your current holdings across all active currency wallets. You get a clear view of your liquidity without logging into a dashboard.

FX

Live conversion rates

Get the latest exchange rates for any currency pair. This helps you time your moves based on current market data.

PLAN

Conversion math

Use your balances and rates together to calculate how much you'll have after a swap. The AI does the heavy lifting on the numbers.

HUMAN

Manual execution

The AI provides the data, but you decide when to actually move money. You remain in control of all final financial transfers.

The workflow

What your AI does when you ask for liquidity updates.

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

  1. Inventory wallets

    The AI scans your Finmo account to find every currency wallet you hold.

    list_wallets

  2. Check balances

    It reads the specific amount available in each of those identified wallets.

    list_wallets

  3. Fetch rates

    When you need to move money, the AI pulls the current market rate for the target currency.

    get_fx_rate

  4. Report findings

    The AI presents the balances and rates in a clean format for your review.

    list_walletsget_fx_rate

Try it

Copy these to start.

Use these prompts to kick off your liquidity checks.

Starting points

These are basic starting lines. Swap out the currency names or wallet types to match your specific needs.

Finmo Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_5ItQAbTyJTEjIb7ZRRC11aAGFoTmreVQYkbocflc/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 — Finmo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finmo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5ItQAbTyJTEjIb7ZRRC11aAGFoTmreVQYkbocflc/mcp"
    }
  }
}
Copy into chat04

  • Show me all my current Finmo wallet balances.

  • What is the current FX rate for converting USD to EUR?

  • How much total GBP do I have across all my wallets?

  • Check the rate for EUR to SGD and tell me my balance in EUR.

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

Start here

Connect Finmo once, then ask.

Just link your account through Vinkius. Your credentials stay encrypted, and you can immediately start asking questions about your money.

Connect Finmo to your AI

FAQ

How the Finmo connector behaves

  • 01

    Can the AI move money between my wallets?

    No. The AI can only read your balances and fetch FX rates. You must perform all transfers manually in Finmo.

  • 02

    Can the AI create new currency wallets for me?

    No. The tools only allow the AI to list existing wallets and get rates. It cannot modify your account structure.

  • 03

    How often does the AI see my balance updates?

    The AI sees the data exactly as it exists in Finmo at the moment you ask the question.

  • 04

    Does the AI know my account login details?

    No. Vinkius manages the connection securely so your AI client never sees your raw login credentials.

  • 05

    Can I use this to track historical FX rates?

    No. The AI can only fetch the current, real-time rate using the available tools.

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

Connect Finmo to Claude, Cursor, ChatGPT & more