- Brand
- Memo Bank
- Category
- Finance
- Primary Subcategory
- Banking & Business Banking
Integration details
Description
Connect your AI agents to your Memo Bank accounts. Retrieve real-time balances, search and filter transactions, access supporting attachments, and upload invoices and receipts directly to the matching transaction. The Memo Bank MCP server is built for finance teams who want to reconcile and document their banking activity from their tools and AI agents. Any user can connect the MCP to their account regardless of their subscription plan, subject to authorization from a Memo Bank admin for collaborators and from an admin of your AI assistant. Access is secured via OAuth 2.0, and no password is ever shared with the agent. Data access is governed by the permissions configured in your Memo Bank account. The MCP server does not execute payment operations.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Banking & Business Banking
- Secondary Subcategories
- None listed
- Brand
- Memo Bank
- Access
- Account required
- First tracked
- 2026-07-31
- Tool count
- 11
- Market
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Claude Connector discovery is coming soon
Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.
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What discovery looks like

Claude can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Banking & Business Banking
View Category11 tools agents can invoke
Memo Bank Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow do I improve Memo Bank's Claude Connector discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are Memo Bank alternatives on Claude?
As of 2026-11-02, Memo Bank competes with Atlar, Grasshopper Bank, SuperBooks, Kick, NumbersGame MCP, Privacy.com, Intuit QuickBooks, Intuit QuickBooks Labs and 21 more in Claude Banking & Business Banking, ranked by public Discoverability Score.
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.