• MONITOR
  • TRANSFER
  • AUDIT
  • HUMAN

How to manage internal account liquidity with your AI

Connect Griffin to your AI client to monitor balances and move money between accounts through chat.

Ask AI about this page

Short answer

How can I move money between accounts with my AI?

You can check your current balances and trigger transfers between accounts using natural language. Your AI handles the lookup and execution, giving you a direct way to rebalance funds. This setup gives you full visibility into your internal liquidity.

Liquidity outcomes

Where your funds land.

These are the results of your commands.

MONITOR

Real-time balance checks

Your AI pulls current data from all connected accounts. You get an immediate snapshot of where your money is sitting.

TRANSFER

Instant fund movement

The AI executes transfers between your internal accounts. You move capital exactly where it needs to be to cover obligations.

AUDIT

Account oversight

You can ask for specific details on any individual account. This helps you verify balances before making larger moves.

HUMAN

Manual oversight required

The AI identifies the accounts and prepares the transfer. You remain the final authority for any external or high-value movements.

The workflow

What your AI does when the command arrives.

The AI uses specific tools to bridge the gap between your chat and your bank accounts.

  1. Identify accounts

    The AI scans your entire account list to find the specific ones you mentioned in your prompt.

    list_accounts

  2. Verify balances

    It checks the specific funds available in the source account to ensure the transfer is possible.

    get_account

  3. Execute movement

    The AI sends the instruction to move the exact amount you requested from one account to another.

    create_internal_transfer

  4. Confirm status

    The AI re-checks the account data to confirm the new balances are correct and the task is finished.

    get_account

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are templates. Swap out the account names and amounts for your actual data.

Griffin Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_8OqraX2QDSwmKykZxPD7XGlHFmKgReTodm6Z7P4G/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 — Griffin capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "griffin-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8OqraX2QDSwmKykZxPD7XGlHFmKgReTodm6Z7P4G/mcp"
    }
  }
}
Copy into chat04

  • List all my accounts so I can see my current balances.

  • How much money is in my Operating Account right now?

  • Move 500 dollars from my Savings Account to my Payroll Account.

  • Check my Checking Account balance and tell me if I have enough to move 1000 dollars to my Tax Reserve.

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

Start here

Connect Griffin once, then ask.

One connection link is all it takes. Your login credentials stay encrypted and secure on our side. You can find the full technical breakdown on the Connector page.

Connect Griffin to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money to an external bank account?

    No. This connector only supports internal transfers between accounts managed within Griffin.

  • 02

    Does the AI decide how much money to move?

    No. The AI only executes the specific amounts you tell it to move. It does not make autonomous financial decisions.

  • 03

    Can I see a list of all my accounts?

    Yes. You can ask your AI to list all available accounts at any time.

  • 04

    Will the AI delete an account if I ask?

    No. There are no tools available to delete or close accounts through this connector.

  • 05

    Can the AI check my balance for a specific account?

    Yes. It can pull the balance for any individual account you specify.

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

Connect Griffin to Claude, Cursor, ChatGPT & more