Wise for AI
Check your wise finances in chatgpt or claude
Get the full picture of your balances, track payments and see exchange rates without switching between apps. Connect using Wise's official MCP (Model Context Protocol) server.
Get quick answers about your money
Quickly check balances, track transfers and see exchange rates in ChatGPT or Claude, without flicking back to your Wise account.
How your Wise information is protected
Connect securely through Wise
Wise for AI uses an official MCP server hosted by Wise. Sign in to Wise to approve the connection — no personal API token needed.
Your existing Wise permissions still apply
Your AI assistant can only access the information you've allowed it to see, within your Wise permissions.
Wise doesn't store your AI conversations or prompts
The Wise information you request is shared with your chosen AI assistant, which handles it according to its own data policies.
How to connect wise to your AI assistant
1
Install Wise MCP
Open ChatGPT or Claude and follow the instructions in our technical documentation to install Wise MCP.
2
Sign in to Wise
Sign in to your Wise account, choose what information your AI assistant can access, and approve the connection.
3
Start asking questions
Return to ChatGPT or Claude and ask about your balances, payments or exchange rates.
Spend less time setting up transfers and conversions
Ask your AI assistant to draft transfers and currency conversions, including the amounts, rates and fees. You'll still review and approve them in Wise before anything happens.
FAQs
Model Context Protocol (MCP) is an open standard that lets AI assistants securely connect to external data, tools and services. Wise’s official MCP server allows compatible AI assistants to access your Wise information, with your permission.
To connect, you sign in securely with Wise and approve access to your information. There’s no need to share your Wise password or create a personal API token.
Yes. The initial version is read-only, so your AI assistant can retrieve permitted Wise information but can’t use the connection to change your account or move your money.
Yes. You choose which personal or business profiles to connect. Your existing team roles and permissions apply automatically, ensuring your assistant stays strictly bound by your access limits and updates in real time.
Yes. You can revoke the connection directly from your AI client at any time. (View instructions here)
Only the profiles and information you authorise. You select the Wise profiles you want to give access to. Access is limited to the information you’ve permitted in the account, such as balances, transactions, transfers, recipients and rates. New Wise user profiles aren’t automatically included in the connection.
The Wise MCP server doesn’t store your AI conversations, prompts or response content. When you ask your AI assistant for Wise information, the relevant data is passed to that assistant to answer your request. Retention and model-training policies on the AI provider side depends on your agreement with them.
You can connect Wise to compatible AI tools that support MCP and the required authentication. At launch, Wise for AI supports ChatGPT and Claude.
There’s no additional charge for the Wise MCP connection itself. Your usual Wise pricing still applies, and your AI provider may charge separately for its service.
Watch the demo video or refer the setup guide – to see how to set up and use the connection.
Connect Wise to your AI assistant
Get quick answers about your balances, payments and exchange rates in ChatGPT or Claude.
Connect WiseBy connecting, you allow your AI provider to access information from the Wise accounts you select, such as balances, transaction history and recipient information, within the permissions you approve. This connection is read-only. The AI assistant can't make payments or change your Wise account through it. Information shared with your AI provider is subject to its own terms and privacy policy, including how it may be stored or used. Learn more about connecting AI to Wise.