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.
https://www.tapwizz.com/api/mcpDinner 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_purchaseThe 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_summaryYour cards, their fees, and which one TapWizz picks for each category.
Try: “Which card should I use for what?”
Credits left
perks_statusStatement credits you have not used yet, their value and when they reset.
Try: “Which credits reset this month?”
Goal progress
goals_progressYour 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_cancelThe renewal check for annual-fee cards: fee versus the value you actually get.
Try: “Is my Sapphire Reserve still worth it?”
Recent purchases
recent_transactionsYour 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_summaryTotals, 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
- Open ConnectorsIn Claude on the web or desktop, go to Settings → Connectors.
- Add a custom connectorClick Add custom connector. Name it TapWizz.
- Paste the URLPaste the connector URL. Leave the advanced OAuth fields empty.
- Connect and allowClick Connect, sign in with your TapWizz email and allow read-only access.
- Ask awayIn a chat, turn TapWizz on from the tools menu and ask which card to use.
Connect to ChatGPT
- Turn on developer modeSettings → Apps & Connectors → Advanced settings → Developer mode. Your plan needs to allow custom connectors.
- Create a connectorSettings → Apps & Connectors → Create. Name it TapWizz.
- Paste the URLPaste the connector URL and choose OAuth as the authentication.
- Sign in and allowSign in with your TapWizz email and allow read-only access.
- 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?
Does it cost anything?
Can the assistant change my wallet?
Are the picks the same as in the app?
What happens to my data in the chat?
How do I disconnect?
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.