Data & Analytics50 toolsBrowser login (OAuth), no API keys
Era Context integration for AI agents
Era Context MCP lets authorized agents analyze personal finances, manage financial context, and perform approved account, transaction, knowledge, connection, and billing workflows.
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect Era Context once and call the same tools from all of them.
Setup
Connect Era Context through ClawLink's hosted setup.
- Auth: Browser login (OAuth), no API keys. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
Era Context exposes 50 tools through ClawLink. The 30 most used are listed here; your agent sees all of them.
| Tool | What it does | Kind |
|---|---|---|
era_context_mcp_accounts__check_account_balance | Get the current and available balance for a specific account, including credit limit if | Read |
era_context_mcp_accounts__list_financial_accounts | List all linked bank accounts, credit cards, and investment accounts with current and available | Read |
era_context_mcp_billing__get_current_plan | Get the user's current subscription plan, tier, usage against meter limits, and what the next | Read |
era_context_mcp_billing__list_payments | List the user's past invoices — what they were charged, when, for which service period, and | Read |
era_context_mcp_billing__list_plans | List all available subscription plans with pricing, billing periods, feature comparisons | Read |
era_context_mcp_billing__list_subscriptions | List what the user is actually being charged for right now, read live from Stripe, broken down | Read |
era_context_mcp_connections__list_connections | List every one of the user's connections with an honest, provider-agnostic status for each: | Read |
era_context_mcp_help__get_help | Get contextual help and onboarding guidance for Era Context | Read |
era_context_mcp_insights__analyze_spending | Break down spending by category, merchant, account, week, or month | Read |
era_context_mcp_insights__compare_spending_periods | Compare spending between any two time periods side-by-side with pre-computed deltas and | Read |
era_context_mcp_insights__forecast_spending | Estimate how much the user will spend by the end of the current period based on their spending | Read |
era_context_mcp_insights__get_cash_flow | Analyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) | Read |
era_context_mcp_insights__get_daily_category_spending | Get a per-day, per-category spending breakdown for a calendar month | Read |
era_context_mcp_insights__get_daily_financial_summary | Get daily financial calendar for a month | Read |
era_context_mcp_knowledge__get_financial_context_and_overview | Load the user's profile, complete financial snapshot (all account balances, net worth, this | Read |
era_context_mcp_knowledge__get_pending_questions | Get the next onboarding questions to ask the user | Read |
era_context_mcp_knowledge__recall_history | Get the version history of a specific fact about the user | Read |
era_context_mcp_knowledge__show_question_ui | Present an onboarding question using a visual input control (slider, date picker, multi-select | Read |
era_context_mcp_nurture__get_my_status | Get the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns | Read |
era_context_mcp_referral__get_dashboard_sso | Get a single-use SSO magic link to open the user's Rewardful affiliate dashboard | Read |
era_context_mcp_referral__get_referral_link | Get the user's referral link if they are enrolled in the referral program | Read |
era_context_mcp_referral__get_referral_stats | Get the user's referral performance statistics: visitors, conversions, earned commissions, and | Read |
era_context_mcp_transactions__list_recurring_charges | List detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent | Read |
era_context_mcp_transactions__list_spending_categories | List all available spending categories organized in a parent/child hierarchy (e.g., 'Daily | Read |
era_context_mcp_transactions__list_transactions | List recent transactions with pagination, optionally filtered by account and date range | Read |
era_context_mcp_transactions__search_transactions | Search and filter transactions by merchant name, description, amount range, date range, and | Read |
era_context_mcp_accounts__set_account_visibility | Set the visibility of a single financial account | Read |
era_context_mcp_accounts__toggle_balance_backfill | Toggle balance backfill for an account group | Read |
era_context_mcp_billing__cancel_subscription | Initiate subscription cancellation | Read |
era_context_mcp_billing__uncancel_subscription | Un-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two | Read |