Once you've connected the Koko Finance MCP server to Claude Desktop (see setup guide), try these prompts:
"Compare the Chase Sapphire Preferred and the Capital One Venture X. Which is better for someone who spends $500/month on dining and $300/month on travel?"
"How does the Amex Gold Card stack up against the Chase Sapphire Preferred for groceries?"
"I spend a lot on groceries and dining. What's the best credit card for me?"
"Recommend a no-annual-fee travel card with good rewards."
"What's the best cashback card right now?"
"I have these cards: Chase Sapphire Reserve, Amex Gold, and Citi Double Cash. Am I getting good value? Are there any gaps in my portfolio?"
"Analyze my wallet: Chase Freedom Unlimited and Discover it. I spend about $400 on groceries, $300 on dining, and $200 on gas per month."
"I have an Amex Platinum but I only use the Uber cash, Saks credit, and airline fee credit. What's my actual net value?"
"My Chase Sapphire Reserve annual fee is coming up. Is it worth keeping?"
"Should I renew my Amex Platinum or downgrade to the Amex Gold?"
"I only use the Uber credit and airline fee credit on my Amex Platinum. Is it still worth the $695 annual fee?"
"I'm at Starbucks buying a $35 coffee order. I have a Chase Sapphire Reserve, Amex Gold, and Citi Double Cash. Which card should I use?"
"Do any of my cards have credits at Saks Fifth Avenue? I have an Amex Platinum and Chase Sapphire Reserve."
"I'm about to take an Uber. Do any of my cards give me Uber credits? I have an Amex Platinum and Amex Gold."
"Show me all the credits and benefits on my Amex Platinum — how much is each one worth?"
"What benefits does the Chase Sapphire Reserve have? List all the credits with their values."
"Is the $695 Amex Platinum annual fee worth it if I spend $1,000/month on travel and $500 on dining?"
"Calculate the value of a card with a $95 annual fee and $200 sign-on bonus, if I spend $2,000/month total."
Ask Claude to use the built-in prompts for a structured experience:
"Use the portfolio-review prompt to help me analyze my cards"
"Use the which-card prompt — I need to buy a laptop"
"Use the new-card-finder prompt — I'm looking for a new travel card"
"Use the renewal-check prompt for my Amex Platinum"