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Claude Connector

Minhas Economias

Consulte seu patrimônio, investimentos e transações financeiras direto no Claude, com dados de renda fixa, fundos, FIIs e ações.

View in the Claude registry
Category
Finance
Integration details

Description

O conector Minhas Economias conecta o Claude à sua vida financeira, permitindo consultar e organizar seus dados de forma conversacional. Com ele você pode acompanhar seu patrimônio consolidado (patrimônio líquido, ativos, dívidas e bens), listar e filtrar transações por período, conta, cartão ou categoria, e criar ou editar lançamentos, contas manuais, cartões de crédito, tags e membros. Na frente de investimentos, o conector oferece posições consolidadas por categoria, custódia e ordens de renda fixa, carteiras de fundos de investimento, cotações e rentabilidade histórica. Para o mercado de ações e FIIs da B3, traz indicadores fundamentalistas, demonstrações financeiras (DRE, balanço patrimonial e fluxo de caixa), eventos corporativos, consenso de analistas e documentos divulgados ao mercado. Ideal para investidores que querem analisar a carteira, planejar aportes e dividendos, e tomar decisões financeiras com o apoio do Claude — tudo a partir dos seus próprios dados.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Personal Finance & Budgeting Aggregators

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Minhas Economias
Access
Account required
First tracked
2026-07-15
Tool count
63
Market
US
Agent DiscoverabilityClaude Discoverability Score

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Primary Subcategory

Competing in Claude Personal Finance & Budgeting Aggregators

View Category
6 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1PocketSmith Complete Access97/100
2Era Context53/100
3Tiller36/100
4Grasshopper Bank17/100
5Belvo MCP0/100
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Tools

63 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Minhas Economias Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Minhas Economias'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 Minhas Economias alternatives on Claude?

As of 2026-11-03, Minhas Economias competes with PocketSmith Complete Access, Era Context, Tiller, Grasshopper Bank, Belvo MCP, Daffy MCP, api.dinzo.com.br, Baku and 71 more in Claude Personal Finance & Budgeting Aggregators, 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.