Banker Jack is an AI-powered financial assistant that helps solopreneurs and small businesses manage their finances more efficiently, so you can focus on growing your business.
You started a business to create value, not to become a part-time accountant drowning in spreadsheets and financial complexity.
Hours spent on manual bookkeeping, categorizing transactions, and trying to understand your financial position instead of growing your business.
Scattered financial data across multiple tools makes it impossible to understand your real financial health and make confident decisions.
Without proper financial insights, you're missing opportunities to optimize costs, improve cash flow, and scale efficiently.
Banker Jack combines three essential financial roles into one intelligent system. Meet your personal Accountant, Banker, and CFO—the ABC of financial management.
Your meticulous record keeper
Your wealth management advisor
Your strategic financial leader
Ask questions in natural language and get intelligent responses that combine all three perspectives—accounting precision, banking expertise, and CFO-level strategic thinking.
Ask "What's my runway?" or "Should I hire someone?" and get comprehensive answers.
Native MCP protocol support for Claude Desktop, ChatGPT, Cursor, and any modern LLM client.
You
"Analyze my Q3 performance and recommend optimizations"
Banker Jack
As your Accountant, I see your expenses increased 15% this quarter. As your Banker, your cash reserves are healthy at 4.2 months runway. As your CFO, I recommend consolidating your software subscriptions—you could save $450/month and reinvest in marketing for Q4 growth.
The first financial system built for the AI era. Banker Jack speaks the Model Context Protocol (MCP), making it a native part of your Claude Desktop workflow—and compatible with any modern LLM or MCP client.
The ultimate AI-powered financial experience
1Add Banker Jack to your Claude Desktop config
2Authenticate with your Banker Jack account
3Start asking financial questions
4Get instant, intelligent answers
Works with any modern LLM or MCP-compatible client
Via OpenAI's responses API and MCP protocol
Native MCP integration for developers
Standard protocol compatibility
Real-time monitoring of all Banker Jack services and infrastructure
All Systems Operational
99.9% uptime
Powered by Supabase Edge Functions
Operational
< 200ms avg (O(1) routing)
Operational
< 50ms avg
Operational
< 2s avg
Last updated: Just now
Experience AI-powered financial insights with sample data. No account needed - setup takes 30 seconds!
Sample Data • No Account Needed
Perfect for testing! This demo configuration uses sample financial data and doesn't require a Banker Jack account.
Claude Desktop MCP Config
{
"mcpServers": {
"banker-jack-demo": {
"command": "npx",
"args": [
"mcp-remote",
"https://backend.bankerjack.ai/functions/v1/banker-jack-api/mcp/public"
]
}
}
}
All data is simulated and safe for testing
Via Actions & MCP Bridge
New! Set up OAuth authentication in seconds with our authorization helper.
Go to ChatGPT → Explore GPTs → Create a GPT, then add this action schema:
{
"openapi": "3.1.0",
"info": {
"title": "Banker Jack Financial Assistant",
"version": "1.0.0"
},
"servers": [{
"url": "https://backend.bankerjack.ai/functions/v1/banker-jack-api"
}],
"paths": {
"/mcp": {
"post": {
"operationId": "callMCP",
"summary": "Execute MCP commands",
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"properties": {
"jsonrpc": { "type": "string", "default": "2.0" },
"method": { "type": "string" },
"params": { "type": "object" },
"id": { "type": "integer" }
}
}
}
}
}
}
}
}
}In the Authentication section, select "OAuth" and enter:
[Your Client ID from Step 1][Your Client Secret from Step 1]https://app.bankerjack.ai/authorizehttps://backend.bankerjack.ai/functions/v1/banker-jack-api/tokenaccounts:read transactions:read chat:writeSave your GPT and try these example queries:
"Show me my account balances"
"What were my expenses last month?"
"Help me create a budget for Q1"
Note: ChatGPT integration requires a ChatGPT Plus subscription and a Banker Jack account with API access enabled.
Native MCP support - add to your .cursorrules file
Direct REST API integration for custom applications
Standard MCP protocol for universal compatibility
Need help? Contact support@bankerjack.ai
Banker Jack is being built in phases, with core infrastructure already complete. Here's what's live now and what's coming next.
Live features you can use today
Phase 2 & 3 advanced features
Core platform with Deno Edge Functions, high-performance API infrastructure (O(1) routing), MCP integration with 23 financial tools, and comprehensive financial management features.
Advanced AI features, conversational interface, smart insights, and automated financial analysis.
Advanced CFO tools, strategic planning, multi-user support, and enterprise integrations.
Join the early access program and be among the first entrepreneurs to experience AI-powered financial management.
Limited early access spots available