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Anthropic adds read-only bank and card access to Claude via Plaid in beta

Anthropic announced a new beta feature for its Claude chatbot that lets U.S.

Anthropic adds read-only bank and card access to Claude via Plaid in beta

Anthropic announced a new feature for its Claude AI chatbot that allows users to link their bank accounts and payment cards so the assistant can read balances, spending and upcoming bills. The company said the capability will be available this week in beta to paid subscribers in the United States.

The rollout targets U.S. users who subscribe to A Pro, Max and Ultra plans. Account and card linking is handled through Plaid, the service used to connect financial apps and banks.

Read-only access and limitations

Anthropic emphasized that Claude will have read-only access to financial data. The chatbot will not be able to initiate transfers, manage accounts, or execute investments, and the company stated the tool is not intended to provide investment advice.

The personal finance interface will be free of advertisements and sponsored offers, and Anthropic said conversations conducted through this feature will not be used to train its AI models.

Why this matters

By enabling natural-language queries about balances, spending patterns and bills, the feature aims to make financial information more conversational and accessible without switching apps. The read-only design reduces the risk of the assistant performing unintended transactions.

Deployment and source

Anthropic will begin the U.S. rollout with the beta release this week for paid subscribers. Reuters reported the company’s announcement.