Use Trace with Claude

Connect your tasks and money to Claude in about a minute

Trace has a built-in connector for Claude. Once it's connected, you can talk to your own Trace account: ask what's on your plate, turn meeting notes into tasks, reschedule a busy week, or check what's left to spend this month. Everything Claude changes shows up in Trace straight away.

The connector URL

Connect in three steps

1. Add a custom connector. In Claude, open Customize → Connectors, click + Add, then Add custom connector.
2. Paste the URL. Name it Trace, paste the URL above, keep the settings Claude detects, and click Add.
3. Connect and allow. Click Connect. A Trace page opens: sign in with the Google account you use for Trace, choose whether Claude may see your money and whether it may edit it, and click Allow.

Then turn Trace on from the tools menu in any chat. On Team and Enterprise plans an organisation owner adds the connector first, and members then click Connect. Custom connector availability and limits depend on your Claude plan — see Claude's help article.

What you can ask

What Claude can and can't do

• Tasks — read and write. See today's, overdue and upcoming tasks; search by date, project or priority; create, edit and complete tasks. It can't delete tasks.
• Money — optional, view by default. Account balances in their own currencies, credit-card statements and due dates, transactions, upcoming bills, spending by category, budgets and month-by-month trends. The numbers come from the same calculations as your Trace dashboard.
• Money edits — only if you switch them on. Add expenses, income, transfers and card payments; edit or delete a transaction; confirm a scheduled payment with the actual amount. Claude asks before each change, and payments with receipts or recurring plans are deleted in the app.
• Not shared: recurring habits and check-ins, notes, mood entries and receipt files.

Privacy and control

• Each connection is tied to the Trace account that approved it. Claude can only ever reach your own data.
• You choose on the Allow screen whether money is included, and separately whether Claude may edit it. To change either, disconnect and connect again.
• Disconnect any time: in Claude, open Customize → Connectors → Trace and click Disconnect.
• Trace never sees your Claude conversations; it only answers the specific requests Claude makes. More in our Privacy Policy.

Questions

Can Claude see other people's Trace data?

No. Each connection is tied to the account that approved it, and Claude can only ever reach that one account.

Can Claude change my money records?

Only if you allow it. Money is view-only unless you switch on "Let Claude add and edit money" when connecting. To change your choice, disconnect and connect again.

Something isn't working

Remove the connector in Claude and add it again, then make sure you approve with the same Google account you use for Trace. Still stuck? Email support@tracebyme.com.