AI assistants · Read-only · Free

Ask Claude or ChatGPT which card to use, answered from your own TapWizz wallet.

Connect TapWizz once and your assistant knows your cards, your unused credits and whether each card still earns its fee.

Connector URL
https://www.tapwizz.com/api/mcp

Dinner at Nobu tonight. Which card?

Used TapWizz · best_card_for_purchase

Use your Amex Gold for this one.

  • Amex GoldDining · about 8¢ back per $14x
  • Sapphire ReserveRunner-up · about 4.5¢ per $13x

Restaurants earn 4x Membership Rewards on Gold, the highest dining rate in your wallet.

Works with

  • Claudeweb and desktop
  • ChatGPTdeveloper mode

Real answers from your wallet

Example chats with example data. Your assistant calls a TapWizz tool and answers with your own cards.

Quick cheat sheet: which card for what?

Used TapWizz · wallet_summary

Here is what TapWizz picks across your 3 cards.

  • Dining4xAmex Gold
  • Groceries4xAmex Gold
  • Travel3xSapphire Reserve
  • Everything else1.5xFreedom Unlimited

Annual fees in this wallet: $1,120 a year across 2 cards.

Any credits about to expire?

Used TapWizz · perks_status

Two credits reset before you use them.

  • Uber Cash · Amex GoldResets Nov 1$10
  • Dining credit · Amex GoldResets Nov 1$10
  • Travel credit · Sapphire ReserveUsed$300

An Uber Eats order this week covers both Amex credits.

Sapphire Reserve renews in December. Keep it?

Used TapWizz · keep_or_cancel

Verdict: keep. You are getting more than the fee.

  • Annual fee$795
  • Value you useCredits, lounge, 3x travel$1,040

Confidence: high. It stays ahead as long as you use the travel credit.

Seven tools, all read-only

The same engine as the TapWizz app, so the pick in chat is the pick in the app.

  • Best card for a purchase

    best_card_for_purchase

    The card that earns the most for a store or category, with its rate and the runner-up.

    Try: “Which card for groceries at Whole Foods?”

  • Wallet summary

    wallet_summary

    Your cards, their fees, and which one TapWizz picks for each category.

    Try: “Which card should I use for what?”

  • Credits left

    perks_status

    Statement credits you have not used yet, their value and when they reset.

    Try: “Which credits reset this month?”

  • Goal progress

    goals_progress

    Your points goals: how far along you are and what is left.

    Try: “How close am I to my Tokyo trip?”

  • Keep or cancel

    keep_or_cancel

    The renewal check for annual-fee cards: fee versus the value you actually get.

    Try: “Is my Sapphire Reserve still worth it?”

  • Recent purchases

    recent_transactions

    Your latest purchases from linked banks and cards: date, merchant, amount, category and card.

    Try: “What did I buy on my Amex Gold this week?”

  • Spending by category

    spending_summary

    Totals, counts and averages per category over your last purchases or days, worked out by TapWizz.

    Try: “How much do I spend on groceries on average?”

Set it up in two minutes

You need the connector URL above and the email on your TapWizz account.

Connect to Claude

  1. Open ConnectorsIn Claude on the web or desktop, go to Settings → Connectors.
  2. Add a custom connectorClick Add custom connector. Name it TapWizz.
  3. Paste the URLPaste the connector URL. Leave the advanced OAuth fields empty.
  4. Connect and allowClick Connect, sign in with your TapWizz email and allow read-only access.
  5. Ask awayIn a chat, turn TapWizz on from the tools menu and ask which card to use.

Connect to ChatGPT

  1. Turn on developer modeSettings → Apps & Connectors → Advanced settings → Developer mode. Your plan needs to allow custom connectors.
  2. Create a connectorSettings → Apps & Connectors → Create. Name it TapWizz.
  3. Paste the URLPaste the connector URL and choose OAuth as the authentication.
  4. Sign in and allowSign in with your TapWizz email and allow read-only access.
  5. Ask awayIn a chat, pick TapWizz from the tools menu and ask which credits reset this month.

You stay in control

  • Read-only

    The assistant can read answers. It cannot add, change or delete anything.

  • Your data only

    It sees your own wallet and the purchases from banks you linked, never bank logins, card numbers or anyone else, including family members.

  • Revoke anytime

    Disconnect an assistant below in one click; its access ends right away. Go to Connected apps

  • Free

    Answers come from data you entered in TapWizz, so the connector costs nothing.

Questions

Do I need a TapWizz account?
Yes. You sign in with the email on your TapWizz account (Google sign-in users: use the same email). The answers come from the cards and credits you added in the app.
Does it cost anything?
No. Everything the connector returns is computed from data you entered, which is free in TapWizz.
Can the assistant change my wallet?
No. Every tool is read-only. It cannot add cards, mark credits used or change settings.
Are the picks the same as in the app?
Yes. The connector uses the same ranking engine as the TapWizz app, so the answer matches what the app would show.
What happens to my data in the chat?
TapWizz sends only the answer to your question. Once it is in your chat, your assistant’s privacy policy applies to it.
How do I disconnect?
Use Disconnect in the Connected apps section on this page, or remove the connector in your assistant’s settings.

Your access

Sign in to join the beta

Use the email of your TapWizz account. We send a sign-in link and a 6-digit code.

Connected apps

Sign in to see connected apps

Use the email of your TapWizz account. We send a sign-in link and a 6-digit code.

TapWizz in Claude and ChatGPT · TapWizz