Agents

Your AI agent connects directly to your local Treeline database — sync transactions, auto-tag spending, manage budgets, run queries, and more. All locally, all instantly.

MCP server

Treeline includes a local MCP server that works with any compatible client. Your agent gets tools to query transactions, sync accounts, tag spending, check budgets, and more.

Chat with your finances in natural language. Tag transactions, create rules, manage budgets, and query anything.

Cursor, Windsurf, VS Code, or any other MCP-compatible tool. Point it at tl mcp and go.

Requires Treeline CLI

CLI agents

Agents that talk to Treeline through the command line. Install the CLI to get started.

Manage your finances from the terminal — sync accounts, tag transactions, set up budgets, and run queries.

Use Google's Gemini CLI to query your finances, manage transactions, and automate budgeting tasks.

OpenClaw

Your AI agent syncs transactions, tags spending, and manages budgets — via Discord, WhatsApp, or Telegram.


Coming soon

Soon

Requires a remote MCP server. We're working on it.