Relay Financial

Relay is the business banking and money management platform built for small business owners and the accountants who support them. This connector gives Claude read-only access to your Relay data, so you can ask about your money in plain language instead of exporting spreadsheets. This connector is currently in a limited beta and is available only to invited Relay customers. What you can do: - See balances across every checking and savings account in a single answer - Search transaction history, filtered by account, card, date range, or amount - Break down spending by card and cardholder to see where team spend is going - Total, group, and compare transactions across any period: month over month, by account, or by vendor - Find which monthly statements are available and get a secure download link for the PDF you need - Work across multiple businesses, if you have access to more than one Relay organization Who it's for: owners who want a straight answer on what's safe to spend, bookkeepers and accountants pulling numbers for client books and month-end, and finance teams preparing for tax season. Access and security: you connect with your own Relay login, and Claude sees only the organizations and accounts your existing Relay permissions allow. This connector is strictly read-only. It cannot move money, initiate payments, issue or freeze cards, or change anything in your Relay account. Responses are generated by an AI tool and may contain errors. Verify balances, transactions, and other figures in your Relay account before acting on them. Once your Relay data is returned to Claude, its retention and use for model training are governed by Anthropic's terms and policies. Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.