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Connect Claude Code to Truenote

One command adds Truenote as an MCP server in Claude Code, so it can read your finances from the terminal.

  1. 1

    Add the server

    Run: claude mcp add --transport http truenote https://app.usetruenote.com/mcp (add --scope user to have it in every project).

  2. 2

    Authenticate

    In Claude Code run /mcp, choose truenote, then Authenticate. Your browser opens Truenote's consent screen.

  3. 3

    Approve

    Sign in, choose what Claude Code may see, and allow it. New connections start read-only; a write asks for more.

  4. 4

    Ask

    Ask: "How much should I set aside for my January 15 estimated payment?"

claude mcp add --transport http truenote https://app.usetruenote.com/mcp

Then /mcp → truenote → Authenticate.

Scripts next to it

For a script rather than a chat, make a personal access token in Truenote (Connected agents → New access token) and send it as a bearer token to /mcp or to the REST API under /v1. See Scripts and the API.

Uploading a document from the terminal

Give the connection documents:write and ask Claude Code to file a paystub: it calls prepare_upload, gets a one-time link, and sends the file itself with curl. The file never passes through the model.