• LIQUIDITY
  • OVERVIEW
  • CURRENCY
  • HUMAN

How to monitor multi-currency balances with your AI

Connect Wise to your agent to pull live financial data through chat. You get instant visibility into your global liquidity without opening a browser.

Ask AI about this page

Short answer

How can I check my Wise balances using AI?

Your agent uses the Wise MCP to pull real-time data from your accounts. You can ask for specific currency totals or a full list of all your holdings. This gives you a clear view of your available liquidity.

The outcomes

What you get from your agent.

Your agent turns chat prompts into live financial snapshots.

LIQUIDITY

Instant balance checks

The agent pulls specific totals for any currency you hold. You get the exact amount available right now.

OVERVIEW

Full account summaries

Ask for a complete list of all your currency holdings. The agent organizes your global positions into a single view.

CURRENCY

Identify available currencies

The agent can list every currency you are set up to hold. This helps you see which accounts are active for transfers.

HUMAN

Manual transfers required

The agent only reads data. You still need to log in to Wise to move money or execute payments.

The workflow

What your AI does when you ask for balance info.

The agent acts as a read-only window into your Wise account.

  1. Identify accounts

    The agent looks at all your active currency accounts to see what is available.

    get_currencies

  2. Gather totals

    The agent pulls a complete list of every balance currently held in your account.

    list_balances

  3. Target specific funds

    If you ask about a single currency, the agent pulls that specific amount.

    get_balance

  4. Report findings

    The agent presents the raw numbers in a clear, readable format in your chat window.

    list_balances

Try it

Copy these to start.

Use these prompts to get moving once you connect Wise.

Starting points

Swap out the currency names or account details to match your actual Wise setup.

Wise Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_T3To8A6CqmDMaeNDYeTyxH2VJb5eohpjkR8Tkm6F/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 — Wise capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "wise-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_T3To8A6CqmDMaeNDYeTyxH2VJb5eohpjkR8Tkm6F/mcp"
    }
  }
}
Copy into chat04

  • What are my current Wise balances?

  • How much EUR do I have in my account right now?

  • List all the currencies I can hold in Wise.

  • Show me my GBP balance.

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

Start here

Connect Wise once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start asking questions immediately.

Connect Wise to your AI

FAQ

Common questions

  • 01

    Can my AI send money from my Wise account?

    No. This MCP is read-only. You cannot initiate transfers or payments through your agent.

  • 02

    Can the AI change my account settings?

    No. The agent can only retrieve balance and currency information.

  • 03

    Is the balance information real-time?

    Yes. The agent pulls the data directly from Wise when you ask the question.

  • 04

    Can I see my transaction history?

    No. The current tools only allow for checking balances and available currencies.

  • 05

    Do I need to keep the Wise website open?

    No. Once the connection is active, you can check your funds entirely within your AI client.

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

Connect Wise to Claude, Cursor, ChatGPT & more