Overview
UPX Financial MCP is a read-only MCP gateway that lets your AI assistants
Getting started
From zero to your first connected bank account. It takes about 5 minutes.
Financial accounts
The Financial accounts tab lists all of your organization's bank connections and
MCP clients
Each MCP client is a separate integration with an AI assistant (Claude, ChatGPT,
Audit
Every query your AI clients make through the MCP is recorded in the Audit tab —
Plan and subscription
Your plan defines how many bank accounts, how many MCP clients, and how many