Updated 2026-06-01

Connect Per Diem to your AI assistant

Learn how to connect Per Diem to ChatGPT, Claude, Grok, and other MCP clients, including setup, supported tools, privacy, troubleshooting, and support.

What the connector can do

The Per Diem MCP server gives supported assistants read-only access to authorized Per Diem financial data after sign-in and consent. Users can ask about budgets, transactions, balances, holdings, current-year cash flow, and FIRE projections.

• Summarize net worth, account balances, holdings, current-year cash flow, Per Diem, FI year, and FI age.
• Search existing transactions by date, merchant, category, or category group.
• Compare planned budget amounts with actual spending.
• Explain FIRE timing, FI age, projection context, success-rate trends, and simulation methodology.

Data handling

The connector is read-only. It cannot move money, execute trades, change budgets, edit transactions, create scenarios, delete records, or trigger recalculations.