Saviqo
MCP connection guide

Connect an agent to Saviqo

Compatible agents can connect to Saviqo through the protected MCP endpoint, authenticate with OAuth, refresh access without pasted session tokens, and follow approval-based personal finance workflows.

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How do I connect an agent to Saviqo?

Connect a compatible MCP client to the Saviqo MCP endpoint, authenticate securely through OAuth, review available tools, and use approval-based workflows for finance actions.

Connection steps

  1. 1Open an MCP-compatible client or agent.
  2. 2Add the protected Saviqo MCP endpoint: https://api.saviqo.in/mcp.
  3. 3Authenticate with your Saviqo account when prompted.
  4. 4Review available tools, scopes, prompts, and resources.
  5. 5Let the client refresh OAuth tokens when access expires.
  6. 6Use read-first workflows for budget, cashflow, statements, and savings context.
  7. 7Keep decision-sensitive finance changes behind explicit user approval.