Connected tools
Your Mac, your tools: Shortcuts and AI Connections.
MoneyWiz on Mac can connect to compatible AI apps through MCP, so the tools you already use can read the financial database you have open. Prefer a quick everyday routine? Apple Shortcuts can add transactions, with categories and tags when you need them.
Your Mac, your workflow
The records stay at the center.
Mac AI Connections works with the database open in MoneyWiz. A native account view gives you a place to review the underlying entries yourself.
In everyday life
From a repeated task to your own routine.
Use a Shortcut for transaction entry, including the category or tag when you need it. On Mac, choose to connect a supported AI tool when you want another way to explore your records. These are optional connections you set up.
Two separate connections
- Apple ShortcutsAdd a transaction from your own routine
- Mac AI ConnectionsLet a compatible AI app read your open database
MoneyWiz
Two separate, optional connections. External AI services have their own data handling.
Features in detail
What you can do.
- Add Transaction action in Apple Shortcuts.
- Optional category and tag pickers, including subcategories.
- Mac Preferences offers setup for compatible MCP apps.
- Connect an external app to read the MoneyWiz database open on your Mac.
Common questions
Which AI apps can connect on Mac?
The published release notes name Claude, Codex, ChatGPT and Cursor, along with other MCP-compatible apps. Availability depends on the app and your setup.
How is this different from WizAI?
WizAI is MoneyWiz’s built-in assistant. Mac AI Connections lets you use a compatible external app such as Claude, ChatGPT or Codex instead. The external app’s own services and data handling apply.
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.