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AI and integrations

Connect ChatGPT or Claude

Use Tidyboard's secure MCP endpoint from a compatible external AI assistant, organized by what each scope group unlocks.

How the connection works

Add only https://tidyboard.org/mcp. Auth appears automatically; leave headers and OAuth credentials empty. Auth opens Cognito, then Tidyboard consent for the initial read scope.

Another permission triggers exact-scope step-up consent. Tidyboard issues short-lived MCP access and rotating refresh tokens; Cognito tokens never reach ChatGPT or Claude.

Scope groups cover tasks, food, nutrition, recovery, household features, wellness, and finance. Existing member-role restrictions still apply.

Planned meals do not count until confirmed

The meal plan is a projection, not a food log. Say "I ate the chicken stir-fry from my plan" to trigger confirm_planned_meal. Use log_macros for anything off-plan.

Record recurring work you already completed

Try: "Please mark picking up dog poop done every evening for the last week." Or: "Please mark taking medicine done every morning for the last month."

preview_recurring_completions requires exact recovery.read. It previews one recurring task over previous_7_days, previous_calendar_week, previous_30_days, previous_calendar_month, or an inclusive past-only from/to range. The limit is 31 consecutive household-local dates and 50 applicable scheduled occurrences; unscheduled dates are reported, never invented.

Review the resolved member, timezone, exact dates, slots, completion times, already-complete rows, payout/equity/streak effects, new count, and payout total. Then apply the unexpired preview with apply_catch_up using recovery.write and a stable idempotency key. Exact replay returns the original result; undo_catch_up reverses that batch's canonical completion, payout, and equity effects.

The member defaults to you. Only a household owner or admin may select another eligible member; child and non-admin member accounts are self-only. Duplicate display names return ambiguous_member with safe candidate UUIDs and require a UUID retry. Nonexistent or repeated daylight-saving wall times return invalid_input before a preview is stored. ChatGPT or Claude may show its own write confirmation before apply.

Use financial goals safely

Try read-only prompts first: “Show my wallet total, earmarked, and available balance,” “List my financial goals,” or “Explain how my last chore payout flowed into my wallet.”

For a write, ask: “Preview allocating $5 from my available wallet to my Bike goal.” Review the member, goal, amount, and before/after balances. Apply only by repeating the exact call with the returned preview_id; use the same idempotency key on replay.

External sources are gift, parent_contribution, allowance, refund, or other. A child's funding or purchase apply creates a pending request with no balance effect. An owner/admin direct funding or purchase apply takes effect immediately; the separate approval/rejection tools resolve pending child requests. Cancellation releases the earmark without reducing wallet total.

Privacy facts worth knowing

tasks.read discloses each task's payout (value_cents); wellness.read returns only your own health data.

finance.read discloses permitted wallet totals, earmarks, goal progress, external-source labels, and money-flow entries to the connected AI provider; finance.write can apply previewed goal, funding, and purchase actions. Hourly-rate ranges are never MCP data.

No delete/admin/credential tools; finance exposes no bank credentials, account IDs, Cognito subjects, or household IDs.

Child and non-admin member accounts remain restricted to their permitted records; owner/admin approval is required where the product requires it.

A new permission uses automatic exact-scope step-up consent. Reconnect only when Auth, refresh, or a cached session cannot recover.