How can we help?
Answers to the questions we get most, plus a walkthrough for connecting Claude to your Shayr data. If you don't find what you need, email me. I read everything that comes in.
Getting started
What is Shayr?
Shayr is a money app for you and your family. It pulls your bank, credit card, loan and investment accounts into one place, so you can see your net worth, spending, budgets, bills and goals together.
How do I sign in?
There's no password. Type your email and we'll send you a sign-in link, or use Apple or Google. Nothing to remember and nothing to reset.
Where can I use Shayr?
On iPhone, from the App Store. You can also sign in on the web at app.shayrapp.com with the same account.
Linking accounts
How does Shayr connect to my bank?
Through Plaid. You log in to your bank inside Plaid's window, so Shayr never sees or stores your bank username or password.
An account says it needs to be reconnected.
Banks sometimes ask you to log in again. When that happens we'll send you an alert. Tap it (or open Accounts) and follow the prompts. Your history stays put.
My balances or transactions look out of date.
Pull down on the home screen to refresh. New transactions usually show up within a few minutes of your bank posting them. If one account still looks stale, reconnect it from Accounts. If that doesn't fix it, email me.
Can I add an account that won't link?
Yes. Add a custom account and update the balance yourself. It works well for a house, a car, or a bank that Plaid doesn't support.
Is my data safe?
Sensitive fields are encrypted, everything travels over HTTPS, and bank access goes through Plaid. The details are in our Privacy Policy.
Family and invites
How do I invite my partner or a family member?
Tap your profile picture (top right), then Family, then Add Family Member. Enter their name, email and how you're related. They'll get an email with a link to join, and a notification too if they already have the app.
They haven't accepted. How do I resend the invite?
Open Family and tap the person marked Pending. On their profile, tap Resend invite. If it still doesn't show up for them, ask them to check spam, and double-check the email address you typed.
What can family members see?
Once someone accepts, the accounts they link show up in your shared family view. Everyone keeps their own login. You can remove a member any time from their profile.
I got an invite. How do I accept or decline?
Tap the link in the invite email, or open Shayr and sign in with the email the invite was sent to. You'll see a prompt on the home screen with Accept and Decline. Whoever invited you gets notified either way.
Alerts
What alerts does Shayr send?
Large transactions, budget warnings, price changes on recurring charges, possible duplicate charges, goal milestones, accounts that need reconnecting, and family invite updates.
How do I turn alerts off or pause them?
Go to Settings. You can switch each alert type on or off, or pause everything at once. Also check that notifications are allowed for Shayr in your iPhone's own Settings.
Plans and billing
What plans are there?
New accounts start with a free trial. The paid plans, Bussin and GOAT, give you a bigger Shayr AI allowance, and GOAT lets you use your own AI key. Current prices are in the app under Manage Subscription.
How do I cancel or restore a purchase?
Apple handles billing. To cancel, open your iPhone's Settings, tap your name, then Subscriptions. To restore a purchase on a new phone, tap Restore under Manage Subscription.
Shayr AI
What can I ask it?
Questions about your own money. For example: "How much did I spend on dining last month?", "Am I on track for my savings goal?" or "Which subscriptions got more expensive?" It answers from your linked accounts and won't help with unrelated stuff.
Can I use my own AI provider?
On the GOAT plan, yes. Go to Settings, then AI Settings, and add your own OpenAI, Anthropic or Google key, or point it at a local Ollama server. Your key stays on your device and is only sent with your own requests.
Is this financial advice?
No. Shayr AI explains your own data, and it can get things wrong. Check important numbers in the app, and talk to a qualified professional before making financial, tax or legal decisions.
Connect Shayr to Claude
Ask Claude about your own Shayr numbers, like your net worth or what you spent last month. It's optional, it only reads (it can't change anything), and you choose when to turn it on.
What Claude can look at
| Tool | What it gives Claude |
|---|---|
| Get Net Worth | Your net worth, total assets and liabilities, and how they've changed over time |
| List Transactions | Recent transactions with merchant, amount, date and category. Can be narrowed by date, category or search text |
| Get Budgets | Your budgets and how much you've spent against each one for a month |
| Get Savings Goals | Each goal with its target amount, progress and target date |
That's all of it. Claude can't create, edit or delete anything in Shayr, and it can't move money. It never gets your bank login, your Shayr sign-in, or full account numbers.
Set it up
You need a Claude account (claude.ai) and a Shayr account with at least one linked account.
- On claude.ai, open Customize, then Connectors. Click + Add and choose Add custom connector.
- Name it Shayr and paste in this address:
https://shayrapp-be.vercel.app/mcp - Click Connect. A Shayr sign-in page opens. Use the same email you use in the Shayr app.
- Read what Claude is asking for and click Allow. You'll land back in Claude with Shayr showing as connected.
- Start a chat and ask about your money. Claude may ask permission before it uses a Shayr tool.
Things to try
Prompt pack
Ready-made prompts for the things people ask most. Open one, copy it, and paste it into a Claude chat that has the Shayr connector turned on. Each one asks Claude to call all four Shayr tools. The same prompts are in the Shayr app under Settings, then Connected Apps.
Monthly money date
A five step review for a couple, one step at a time.
Tax prep sweep
Find the transactions worth a second look before tax time.
Where did our money go this month
A plain breakdown of this month, with the surprises called out.
Subscription audit
Spot repeat charges you may have forgotten about.
Are we on track for our goals
Check each savings goal against what we actually save.
Disconnect
Remove Shayr from Customize and Connectors in Claude and it can't ask for new data. If you want the access cut off right away, email privacy@shayrapp.com and I'll do it for you.
If something's off
The sign-in page says it can't find a Shayr account.
Use the exact email you sign in with in the Shayr app. If you signed up with Apple's Hide My Email, use that relay address instead, or write to me and I'll sort it out.
Claude says the connector needs to reconnect.
Access normally renews on its own. If it ran out, or you revoked it, click Connect again on the Shayr connector in Claude's connector settings.
Claude comes back with nothing.
Check that the data shows up in the Shayr app first. Budgets and goals are empty until you create them, and a newly linked account can take a few minutes to finish its first sync.
Who sees my data when I use this?
Shayr sends Claude the data it asks for, and Anthropic handles your conversation under its own terms and privacy policy. We explain the Shayr side in Connected AI Assistants in our Privacy Policy.
Using Claude Desktop with a local setup instead? In the Shayr app, go to Settings, then Connected Apps, to create a personal access token for the Shayr MCP server.
Privacy and your data
How do I delete my account?
In the app, go to Settings and tap Delete My Account. That removes your account and the data tied to it, and disconnects your bank links. You can also email privacy@shayrapp.com.
Do you sell my data?
No. Our Privacy Policy covers what we collect, why, who we share it with, and the rights you have under GDPR, CCPA and similar laws.
Contact
Sid Bhate, founder
Email: sidbhate@shayrapp.com
Privacy requests: privacy@shayrapp.com
When you write, tell me the email on your Shayr account. If something's broken, say what you were doing when it happened, and add a screenshot if you can. I'll get back to you as soon as I can.