Rise MCP · Agents

Rise for AI agents

Rise works in every MCP surface. Chat assistants (ChatGPT, Claude on the web) are great for conversational money work — “how am I doing this month?”, quick categorization, logging a receipt. Coding agents (Claude Code, Codex, Cursor, OpenClaw) are best for heavy data work — bulk imports, browsing your Amazon order history, parsing exports — because they can browse, run code, and read files.

Download the agent playbook

MCP endpoint

https://mcp.rise.cirqul.com/mcp

Transport: streamable HTTP. Auth: OAuth 2.1 (PKCE) with dynamic client registration — every surface below connects with just this URL.

Built-in skills

Rise ships six server-side prompts — pre-built workflows your agent can run end-to-end:

  1. import-amazon-history — browse or export your Amazon order history and log every order as a Rise receipt with line items.
  2. import-receipts-from-email — sweep receipt emails into Rise receipts, line items and totals included.
  3. categorization-review — question-driven cleanup of uncategorized transactions, grouped by merchant so one answer covers repeats.
  4. weekly-checkin — budgets vs. actuals, notable spending, and what needs attention this week.
  5. net-worth-onboarding — set up manual assets and debts (home, vehicles, loans held elsewhere) for a complete net-worth picture.
  6. price-check — what you usually pay for a product, from your receipt line-item history.

Slash commands in Claude Code

These are standard MCP prompts, so in Claude Code they appear automatically as slash commands the moment you add the server: /mcp__rise__weekly-checkin, /mcp__rise__import-amazon-history, and so on. Other surfaces list them in their prompt picker — or just ask in plain language and the agent will use the matching tools.

Claude Code

MCP supported

First-class remote HTTP MCP with native OAuth handling; claude mcp add --transport http is the documented path.

Setup

Run it as ONE line — if it wraps, the URL becomes a separate command:

claude mcp add --transport http rise https://mcp.rise.cirqul.com/mcp --scope user
  1. Use --scope user so it works across all projects (--scope project writes a shared .mcp.json instead).
  2. First use triggers the OAuth 2.1 + DCR flow — run /mcp in the session and choose Authenticate to complete login in the browser.
  3. No client ID/secret needed since the server does dynamic client registration.

Automation

Native: /schedule (remote routines on a cron schedule) and /loop <interval> <prompt> for in-session recurring runs. Universal fallback: cron-wrap the headless CLI, e.g. a crontab entry running claude -p "<prompt>" in the repo dir. MCP tools are available to scheduled/headless runs once the server is authenticated.

Best for

Bulk Rise work — pulling many accounts/transactions via the MCP tools, parsing exports into files, scripted multi-step imports, and any task that mixes Rise tool calls with local file/git operations.

Run a built-in skill

Built-in skills appear as slash commands the moment you add the server:

  • Weekly check-in/mcp__rise__weekly-checkin
  • Import Amazon history/mcp__rise__import-amazon-history
  • Categorization review/mcp__rise__categorization-review

Configure your loops

The real win is recurrence. Each prompt below is a self-contained one-liner — paste it into a scheduled task (Claude Code scheduled agents, ChatGPT tasks, or a plain cron job invoking your CLI agent) and Rise stays current without you thinking about it.

Weekly money check-in

Run my Rise weekly check-in (weekly-checkin): budgets vs. actuals,
spending insights, anything unusual this week, and what still
needs categorizing.

Monthly categorization sweep

Run a Rise categorization sweep (categorization-review) for last
month: walk me through uncategorized transactions grouped by
merchant, then apply my answers with set_transaction_category.

Receipt catch-up

Receipt catch-up: I have new receipts since last time. Run
import-receipts-from-email (and ask me for photos of paper
receipts), then log each with log_receipt including line items.

Quarterly asset value refresh

Quarterly asset refresh: list my Rise manual accounts, ask me for
current values on my home and vehicles, and update each with
update_manual_account.

Just want the basic connector for a chat assistant? See Connect Rise to your AI assistant.

Security

Every connection is scoped to your Rise sign-in via OAuth; row-level security enforces that agents only ever see your own data. Rise exposes no money-movement tools — nothing can initiate payments or transfers, no matter what an agent is asked to do.