Skip to content
Apply now
MCP server

Ask your AI about your spend.

Connect Claude, ChatGPT, or Cursor to Dash.fi and get answers about your cards, bills, and approvals in plain English. Read-only, and limited to what you can already see.

Apply now Read the setup guide
  • Read-only
  • Claude, ChatGPT, Cursor
  • No extra cost

Your AI assistant

Dash.fi connected

Show my spend for the past 30 days.

Reading Dash.fidash_list_transactions

You've spent $48,240 over the past 30 days. Your biggest day was Sep 30, at $6,180.

Ask about your spend…Read-only
What you can ask

The questions you used to take to finance.

Your assistant reads live data from Dash.fi and answers in seconds. No exports, no digging through dashboards.

“What bills are due this week?”

Upcoming vendor bills, with amounts and due dates.

“What approvals are pending?”

Open requests, with who asked and what for.

“How much did Marketing spend last quarter?”

Spend by team or card, over any date range.

“Why was this card declined?”

The decline reason behind any transaction.

“Which cards are near their limit?”

Every card, with its status and limits.

“Who's on the Growth team?”

Teams and the people in them.

Read-only by design

It can look. It can't touch.

Your assistant can answer questions about your money. It can never move it.

Read-only

It can't approve requests, pay bills, create cards, or move money.

Your permissions, nothing more

Each person sees only what their Dash.fi role already allows.

No passwords shared

You sign in through Dash.fi. Your assistant never sees your password.

Every request logged

Every question is recorded, including any that were turned away.

Off for everyone, at once

An admin can switch it off for the whole company, effective immediately.

No card numbers

Full card numbers and bank details are never shared.

Works where you work

Use the assistant you already have.

Dash.fi supports the Model Context Protocol, the open standard AI tools use to connect to your data.

  • Claude Web, desktop, and Claude Code
  • ChatGPT Apps and connectors
  • Cursor MCP settings
  • Any MCP tool The protocol is open
  1. 01

    Turn it on

    An admin enables it in Dash.fi under Company, then Products.

  2. 02

    Add the connector

    Paste the Dash.fi server address into your assistant's connector settings.

  3. 03

    Sign in and ask

    Sign in with your Dash.fi account and start asking.

Server address https://mcp.dash.fi/mcp
Read the setup guide →
FAQ

What teams ask before connecting.

MCP, the Model Context Protocol, is an open standard that lets AI assistants connect to the tools and data you use. The Dash.fi MCP server is how Claude, ChatGPT, Cursor, and similar tools read your Dash.fi data.
Get started

Your spend data, in the tools you already use.

Connect your AI assistant to Dash.fi and get answers about cards, bills, and approvals without opening a dashboard. Included at no extra cost.

Apply now Book a demo