Connect Fider to Claude or Codex
Fider exposes an MCP server (Model Context Protocol). With a personal token, Claude or Codex can read your wallets, import a statement pasted into the chat, create movements and invoices, and check your net worth. Three steps, under five minutes.
1. Create a token in Settings
Open Settings, section Connect Claude or Codex, give the token a name (the machine you will use it on, for instance) and press Create. The token starts with fdr_ and is shown once. Copy it right there. It grants access to your data, so treat it like a password and revoke it if you lose it.
2. Add Fider to your client
The server URL is https://api.fider.app/v1/mcp and it authenticates with an Authorization: Bearer header carrying your token. Each client is configured its own way.
- Claude Code: claude mcp add --transport http fider https://api.fider.app/v1/mcp --header "Authorization: Bearer fdr_YOUR_TOKEN"
- claude.ai: in Settings, Connectors, Add custom connector, paste the URL https://api.fider.app/v1/mcp. If your plan cannot send custom headers, use Claude Code or Codex.
- Codex: in ~/.codex/config.toml add [mcp_servers.fider] with url = "https://api.fider.app/v1/mcp" and http_headers = { Authorization = "Bearer fdr_YOUR_TOKEN" }.
3. Ask for what you need from the chat
Paste your bank CSV and say which wallet it belongs to. Describe an invoice and it is registered with its VAT and withholding. Ask how much you can spend today or what your net worth is. The available tools are list_wallets, describe_categories, list_transactions, create_transactions, import_statement, create_invoice, list_invoices, get_today and get_net_worth, and the import_movements prompt guides the model through an import.
- Money is computed on the server. The model sends amounts and dates; VAT, withholding and category are resolved by Fider with the same rules as the app.
- Everything is limited to your user and the wallets you have enabled. A token sees nothing you cannot see.
- Revoke the token from Settings at any time. Clients stop working immediately.