# Truenote (usetruenote.com)

Pulls bank, card, loan and brokerage balances and transactions into a read-only record that AI agents query over MCP or a REST API.

- Atlas card: https://inite.ai/en/atlas/usetruenote.com
- Site: https://usetruenote.com
- For: Individuals and households who want their bank, tax and budget data readable by their own AI agents.
- Categories: finance
- Use not measured/100 · alive 100/100

## Used for

- Estimate quarterly tax payments from bank and paystub data
- Flag bills due in the next two weeks
- Track savings buckets against goal dates

## Price

- from 12 USD/month, no free plan (read 2026-10-30 on https://usetruenote.com/pricing)

## For developers

- API docs: https://usetruenote.com/docs/api
- MCP server: com.usetruenote/truenote (namespace; auth on 2026-10-30)
- Read 2026-10-30

## MCP server, measured daily

Server: https://app.usetruenote.com/mcp, checked every day since 2026-10-30 (3 checks).

- Answered: measuring, 3 daily checks so far
- Median first answer: 128 ms
- Sign-in: OAuth (the client signs the user in)
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-30

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Source: INITE Atlas, https://inite.ai/en/atlas/usetruenote.com. JSON: https://inite.ai/api/atlas/usetruenote.com. MCP: https://inite.ai/api/mcp (atlas_lookup).