Connect an agent

For people who use AI assistants and agents

Outlai works with any assistant or agent that speaks the Model Context Protocol (MCP) — Claude, ChatGPT, Cursor, or a tool you wrote yourself. Once connected, you can ask it things like "what did I spend on food last month?" or tell it "log ₹450 lunch at Café Coffee Day", from wherever you already work. Your assistant does the thinking; Outlai only stores and returns your data.

1. The address

Add Outlai as a custom connector or MCP server using this URL:

https://api.outlai.io/mcp

There is nothing to install and no key to paste. Your assistant will send you to Outlai to sign in and approve access.

Building your own agent? The full tool and OAuth reference is at docs.outlai.io.

2. Signing in

Assistants with a browser (Claude, ChatGPT, Cursor)

After you add the URL, a window opens on app.outlai.io. Sign in, check that the app name and website are the ones you expect, choose what to allow, and approve. You return to your assistant automatically.

Agents without a browser (command-line tools, scripts)

The agent shows you a short code such as BCDF-GHJK and a link. Open app.outlai.io/#/connect/device on any device, sign in, enter the code and approve. Codes expire after 10 minutes and work once.

Outlai never asks you to copy a password or a permanent token into an agent's settings.

3. What you can allow

• Read (on by default): your transactions, spending summaries, categories, accounts, budgets and recurring rules.
• Write (off unless you choose it): add and edit transactions, and create, change, pause or delete budgets and recurring rules. Agents can never delete a transaction, change many records at once, or make a recurring rule log transactions by itself.

An agent never receives your password, email address or account numbers.

4. Limits that protect you

• Each connected app can make at most 100 changes a day.
• Amounts are always sent with their currency and whether they are spending or income, so an assistant cannot misread them.
• Text from your bank statements is passed to the assistant as data. It cannot change what Outlai lets the assistant do.
• Access lasts 90 days at most; after that you approve again.

5. Staying in control

In the Outlai app, open Settings → Connected apps to see every connection, what it may do, and what it has done recently. From there you can:

• Disconnect an app — it loses access on its very next request.
• Undo this app's changes — removes what it added and restores what it edited, leaving anything you have changed yourself since. This still works for 30 days after you disconnect it.

Changing your password or deleting your account disconnects every app.

6. Privacy

Data reaches an assistant only because you connected it, and only what you approved. Once it is there, that provider's privacy policy applies. See our Privacy Policy for details.

7. Help

Questions or problems: [email protected].