Fifecta + AI
Ask Your AI About Your Money
Payday hits and you want to know what's actually left for fun, or how long until that card is gone. Connect Fifecta to Claude and ask in plain English. It reads your Fifecta plan and answers from your real numbers. It can't change anything.
Connect in Two Minutes
- 1
Open Connectors in Claude
In Claude, go to Settings, then Connectors.
- 2
Add Fifecta
Choose Add custom connector and paste the link below. Leave the other fields blank.
- 3
Sign in and allow
Claude opens Fifecta. Sign in, read what it can see, and choose Allow.
Your connector link
https://fifecta.pricelesstay.com/mcpThings to Ask
Fifecta plans your money with FUNDS: Fixed, Unexpected, Necessary, Desires, and Stash. It also knows your Money Type (Spender, Saver, Scrambler, or Strategist), so answers start from the first fix that fits how you handle money.
- “How much can I save this month?”
- “What's left in Desires before payday?”
- “Which transactions still need a bucket?”
- “How long until my Discover card is paid off at the minimum?”
- “What's my net worth right now?”
- “What's my Money Type, and what's my first fix?”
It Reads Your Plan and Never Changes It
It can read
- Your plan and FUNDS buckets, planned and spent
- Your transactions and the bucket each one is in
- Your debts, goals, accounts, and net worth
- Your Money Type and first fix
It can't
- Change anything in Fifecta
- See your bank login or move money
- See your coach's private notes
- See anyone else's money
Changed your mind? Disconnect anytime in Fifecta under Settings, Your data, Connected apps. More on how Priceless Tay protects your data on the Security page.
Common questions
The connector can only read. It signs in with its own pass that works for nothing else in Fifecta, so it can't edit your plan, sync your bank, or delete anything. Every question it asks is logged, and you can disconnect it anytime in Fifecta under Settings, Your data, Connected apps.
What your assistant reads goes to the company that runs it, under that company's privacy policy. Nothing else changes about how Priceless Tay handles your data. Read the Fifecta Privacy Policy and Security for the details.
Claude works today. Any assistant that supports custom connectors (MCP) with sign-in can use the same link.
Yes. The connector reads your Fifecta account, the money app Priceless Tay clients use to plan with FUNDS. See coaching to get access.
Yes. Sign in with your coach login and ask about any client by their email, or ask your assistant to list your clients. Every read is logged with your name.
Already a Fifecta client?
