Copia works with your AI assistant

You can now bring your Copia budget into the AI assistant you already use. Ask it what you spent, have it adjust a category, and it works from your real numbers.

AI assistants

• Connect Claude, ChatGPT, Cursor, or any assistant that supports MCP connectors by adding https://api.copiacash.com/api/mcp as a custom connector, then signing in with your Copia account.
• Once connected, ask about your spending by category, merchant, or month, or ask for the transactions that match, like everything from Amazon last month.
• Your assistant can review, add, and change budgets for you. It shows you each change first and only saves it once you say yes.
• Connecting needs an active Copia subscription.

Receipts

• Receipts whose savings are already reflected in the item prices, like Uber Eats emails, no longer leave those savings as an unassigned "tip" in the budget split.

Dashboard

• The newest month's label on the Income & Spending Activity chart is no longer cut off.

Website

• The change log lists every release by its version number, and each release has its own page with its own link preview.
• A link like copiacash.com/changelog/v1.50.0..v1.54.2 shows several releases on one page.