dtz.life

Connect an AI assistant to dtz.life

Last updated: July 25, 2026

What this is

dtz.life supports MCP (Model Context Protocol) — the open standard AI assistants use to connect to apps. Any MCP-compatible assistant works; connect one to your account and you can ask things like “how much did we spend on dining this month?”, “categorize my uncategorized transactions”, or “log the $40 cash I spent at the farmers market” — and it works against your real data.

The server address is https://dtz.life/api/mcp. Access is per-person: you sign in with your own dtz.life login and approve the connection before anything is shared.

How to connect

Pick your assistant — every client follows the same add-server → sign-in → approve shape.

  1. In Claude (web or desktop), open Settings → Connectors → Add custom connector.
  2. Paste https://dtz.life/api/mcp and add it.
  3. A dtz.life window opens: sign in and choose Allow access on the approval screen.
  4. Enable the connector in a chat and ask away.

Heads up: desktop and command-line apps finish sign-in by redirecting your browser to a http://localhost:…/callback address. That's normal — it's the app on your own machine receiving its sign-in code, the same way tools like GitHub's CLI log in. Nothing is exposed to the internet.

What a connected assistant can do

Read— your workspace's accounts and balances, activity, categories, people, and budgets. The same data you see in the app; pending transactions that were replaced by posted ones are excluded, just like everywhere else.

Change— categorize and split transactions, add notes, attribute spending to a person, record manual transactions (cash), set and adjust monthly allowances, update a manual account's balance, and settle your month plan: mark bills paid, income received, expected expenses matched, and installments settled (each with a matching undo).

Never— delete transactions or accounts, connect or disconnect banks, invite or remove people, or change your profile, security, or billing settings. Those stay in the app, under your hands only. If the workspace's subscription lapses, connected apps become read-only until it's renewed.

Every change is on the record

Anything an assistant changes is written to an append-only audit log: who it ran as, which app made the change, and a full before/after snapshot. Mistakes can always be traced and put back. You can even ask Claude itself — “what did you change recently?” — and it will read the log back to you.

Disconnecting

The authoritative switch is in the app: Settings → Profile → Connected apps lists every assistant you've approved and revokes its access immediately — consent and all issued tokens are invalidated on the spot. Also remove the server from the assistant's side so it stops trying to connect; reconnecting always goes through sign-in and approval again.

  1. In Claude, open Settings → Connectors.
  2. Find dtz.life and choose Remove.

Questions?

Something looks off, or a client isn't connecting? Email support@dtz.life.