Developers

Sum has a REST API, an MCP Server and a CLI.
Three ways to connect your financial data with AI Agents.

API Key

In the app: Settings → Connect AI → Generate API Key.

The key starts with sum_ and has read/write access.

CLI

curl -fsSL https://getsumapp.com/cli/install.sh | sh

Or: download the binary from GitHub Releases.

sum login --api-key <your-key>
sum status
sum add 12.50 -c groceries -n "REWE"
sum list --month 2026-02 --json
sum categories --json
sum analytics spending

23 commands. JSON output when piped. --help for details.

GitHub →

MCP Server

For Claude Desktop, Claude Code, or other MCP-compatible clients.

{
  "mcpServers": {
    "sum": {
      "url": "https://mcp.getsumapp.com/mcp",
      "headers": {
        "Authorization": "Bearer <your-key>"
      }
    }
  }
}

REST API

Base URL: https://api.getsumapp.com/v1/ai

Auth: Bearer <your-key> in the Authorization header.

Endpoints:
/context
/transactions
/categories
/recurring-rules
/analytics/spending
/analytics/trends
/export
...

OpenAPI Spec →