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Wise

Balance checks, exchange rates, and transfer management through your AI agent

Try it free How does it work?
What is it for?

Wise is one of the world's leading international money transfer platforms. The connector integrates via the Wise Personal API: reading balances, querying rates, managing recipients, and tracking transfers. Transactional tools (creating and funding transfers) can be enabled separately in the security settings.

wise.com
Wise interface

Screenshot of the Wise interface

/ use cases

What can you do with it?

No coding, no API docs. Just plain English.

💰

Monthly cash flow overview

"What's my balance in each currency?" Instant overview with HUF conversion.

📈

Exchange rate monitoring

"How has EUR/HUF changed in the past 30 days?" With historical data and trend indication.

📤

Transfer preparation

Get a quote for a transfer (amount, fee, estimated delivery) and review before finalizing.

👥

Recipient management

List partner bank accounts, add new recipients, remove old ones, in plain language.

/ tools

Available Tools (20)

Every tool can be invoked in natural language through your AI assistant.

read-only

Query (14)

These tools only read: they fetch data and never change anything.

  • list_balances

    List all balance accounts for a profile. Returns currency balances with available amounts.

    claude >Show my balances
  • get_balance

    Get a specific balance account by ID.

    claude >Show my EUR balance details
  • get_exchange_rate

    Get the current exchange rate between two currencies.

    claude >What is the EUR/HUF rate?
  • get_exchange_rate_history

    Get historical exchange rates between two currencies over a time period.

    claude >EUR/HUF rate for the last 30 days
  • get_quote

    Get an existing quote by ID.

    claude >Show quote #12345
  • get_temporary_quote

    Get a temporary quote to check rates and fees without creating one.

    claude >How much would 1000 EUR cost in HUF?
  • list_recipients

    List all recipient accounts for a profile, optionally filtered by currency.

    claude >List my EUR recipients
  • get_recipient

    Get a specific recipient account by ID.

    claude >Show recipient #789
  • list_transfers

    List transfers for a profile with optional filters.

    claude >Show my recent transfers
  • get_transfer

    Get a specific transfer by ID.

    claude >Show transfer #456
  • list_profiles

    List all profiles (personal and business) associated with your Wise account.

    claude >List my Wise profiles
  • get_profile

    Get a specific profile by ID.

    claude >Show my business profile
  • get_account_requirements

    Get the required fields for creating a recipient in a specific currency route. Returns field definitions with validation rules.

    claude >What fields are needed for a GBP recipient?
  • get_delivery_estimate

    Get the estimated delivery date for a transfer.

    claude >When will transfer #456 arrive?
write

Actions (6)

These tools create or modify data. Query tools are always available; write tools can be toggled in the connector settings.

  • create_quote

    Create a quote for a money transfer. Specify either source or target amount. Returns exchange rate, fees, and delivery estimate.

    claude >Create a quote for 1000 EUR to HUF
  • create_recipient

    Create a new recipient account. Use get_account_requirements first to know which fields are needed.

    claude >Add a new EUR recipient
  • delete_recipient

    Delete (deactivate) a recipient account.

    claude >Remove recipient #789
  • create_transfer

    Create a new transfer. Requires a quote ID and recipient account ID.

    claude >Create a transfer using quote #123 to recipient #789
  • fund_transfer

    Fund a transfer from your Wise balance.

    claude >Fund transfer #456 from my balance
  • cancel_transfer

    Cancel a transfer (only possible if not yet completed).

    claude >Cancel transfer #456
/ examples

How to use your AI

Copy any of these commands into your AI assistant:

claude > What is my balance in each currency?
claude > What is the current EUR/HUF rate on Wise?
claude > Show my transfers from last week
claude > What recipients do I have?
claude > How much would it cost to send 1000 EUR from HUF?
/ setup

3 steps and you're done

Add your Wise credentials, copy the MCP URL, and your AI agent can query your data instantly.

Sign up and connect Wise

No credit card. No hidden fees. Free tier stays free.