Truenote

com.usetruenotePublished by usetruenote.comOfficial publisherv1.0.0Updated Oct 30, 2026

A household's bank accounts and the context behind them, for any AI. Read-only to banks.

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Truenote is a remote MCP server that gives an AI assistant read-only access to a household's bank accounts and the context behind them.

What you can do
  • Connect an assistant to a household's bank account data through a hosted endpoint.
  • Let the assistant read account information alongside the context stored around it.
  • Keep bank access read-only, so the assistant can look at accounts but not move money.
  • No tool list is published, so the exact operations are not documented in the registry entry.
When to use it
Useful when you want an assistant to answer questions about a household's finances using real bank account data, and you are comfortable granting read-only bank access through a hosted service.
Requirements
A remote MCP endpoint at app.usetruenote.com over streamable HTTP. OAuth authentication is required, so you need a Truenote account and must complete the OAuth sign-in flow. No environment variables or headers are declared.
Before you install
It connects to real bank accounts, so granting access exposes sensitive financial data to the assistant and to the Truenote service. Access is described as read-only to banks, but confirm what data is shared and how it is stored before connecting. OAuth consent should be reviewed carefully.

Installation

In SourceWeft

  1. Open Truenote in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.usetruenote%2Ftruenote/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "truenote": {
      "type": "http",
      "url": "https://app.usetruenote.com/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestOct 30, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.