Connect the assistant you already use. It reads your assets, debts and returns, and it can record and correct your entries when you ask. You decide what it can do, and you can disconnect it at any time.
Once the assistant is connected, these all work. No query language, no export step.
List my assets with their latest balances.
How did my investments perform over the last 12 months?
Show the monthly profit and loss of my Investments collection this year.
Which of my assets have not been updated this month?
Add today's balance of 5,700.25 EUR to my Coinbase account.
I deposited 1,000 EUR into my Degiro account yesterday.
The balance I entered for Coinbase last Friday is wrong. It should be 5,650.
Here is a screenshot of my broker account. Record these as today's balances.
NetFiscus speaks the Model Context Protocol, so any client that speaks it can connect. No lock-in to one vendor.
Web app and desktop app. Paste the URL and sign in.
Terminal. One command to add the server.
Web app, with developer mode turned on.
OpenAI Codex CLI and the IDE extension.
Editor. Add the server to mcp.json.
VS Code, Gemini CLI, your own scripts.
You sign in yourself - Nothing connects until you sign in with your own account and approve it on a consent screen that names exactly what is asked.
One account, yours - A connected assistant reaches your data and no one else's. There is no admin access.
Read only if you want - Grant reading alone, or reading plus recording. Reading is free. Recording costs credits, as it does in the app, and corrections are free.
It asks before it changes anything - Before a correction or a removal, the assistant shows you the record and waits for your yes. One record at a time. Your tool asks for approval as well.
Your assistant reads the file, we do not - Paste a screenshot or a CSV and ask it to record the balances. The parsing happens on your side. We receive the finished numbers only.
Revoke at any time - Settings, Connected apps lists every assistant and token. Removing one takes effect immediately, and a password reset removes all of them.
The connection is narrow on purpose. It reaches your balances, deposits and withdrawals, and nothing beyond them.
No account changes - It cannot create, archive or delete an asset or a debt, and it cannot touch your settings.
Nothing empties out - Every asset and debt keeps at least one balance. An assistant cannot remove the last one.
Adding never overwrites - A new balance is always a new record. To fix an old one you ask for a correction, and the assistant confirms the record with you first.
