• LIVE DATA
  • QUICK CHECKS
  • DECISIONS
  • HUMAN ONLY

How to monitor account balances with your AI

Connect Prosper to your AI client once. From then on, you can pull live financial data through a simple chat interface.

Ask AI about this page

Short answer

How can I check my balance without logging in?

Your AI uses the Prosper MCP to pull live data from your accounts. You just ask for a summary or a specific balance, and it fetches the numbers for you. You'll see exactly what you need to know right in your chat.

The outcomes

What you get from your AI

The AI pulls your account details so you can act on them immediately.

LIVE DATA

Real-time summaries

The AI pulls current figures from your accounts. You get the exact amount of cash available right now.

QUICK CHECKS

Instant balance lookups

Instead of clicking through menus, you just ask for a specific account total. The AI finds it and tells you.

DECISIONS

Budgeting context

Since the AI sees your available funds, you can ask it if you have enough for a specific purchase.

HUMAN ONLY

Moving money

The AI can read your balances, but it cannot move money or execute transfers. You still handle the actual transactions.

The workflow

What your AI does when the request arrives.

The AI handles the data retrieval so you don't have to navigate a dashboard.

  1. Identify accounts

    Your AI looks through your connected Prosper accounts to find the ones you're asking about.

    get_accounts

  2. Fetch balances

    The AI pulls the specific balance information for the requested accounts.

    get_accounts

  3. Summarize totals

    The AI calculates your total available cash across all accounts you've mentioned.

    get_accounts

  4. Report findings

    The AI presents the numbers in a clear format within your chat window.

    get_accounts

Try it

Copy these to start.

Use these prompts to get your balance immediately.

Starting points

These are basic ways to start. You can swap out account names for your specific ones.

Prosper Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_cfHSwTYlckvEcSL7MzrYNN3ON0v25V8PLOULyedN/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 — Prosper capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "prosper-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cfHSwTYlckvEcSL7MzrYNN3ON0v25V8PLOULyedN/mcp"
    }
  }
}
Copy into chat04

  • What is my current balance in my checking account?

  • Show me a summary of all my available cash.

  • How much money do I have in my savings account?

  • List all my accounts and their current balances.

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

Start here

Connect Prosper once, then ask.

Click the link to connect. Your login stays encrypted and secure on our side. Once connected, you can use the prompts above in any compatible client.

Connect Prosper to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money between my accounts?

    No. The AI can only read account data. You must log in to your bank or use a different tool to move funds.

  • 02

    Is the balance information real-time?

    Yes. The AI fetches the data directly from your accounts when you ask, so you see the most recent figures available.

  • 03

    Can the AI delete my accounts?

    No. This MCP only has permission to read account information. It cannot modify or delete your account settings.

  • 04

    Do I need to keep a browser tab open?

    No. Once the connection is set up, you can check your balances entirely through your AI chat interface.

  • 05

    Can I ask about specific transaction history?

    No. This specific task is limited to retrieving account balances and summaries.

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

Connect Prosper to Claude, Cursor, ChatGPT & more