Anessa was previously called Insurely. You may still see the Insurely name in parts of our documentation while we complete the transition.

Overview

Introduction

Access your customers' full financial context, with their consent.

Wealth, pension, savings, loans, and insurance data from 200+ providers across 9 European markets. Connect once, through our prebuilt UI, API or MCP server.

Choose how you want to integrate, then pick the API for your market.

Ways to integrate

Start with the prebuilt UI for the fastest route, or use the API for a fully custom journey.

Try it yourself

Collect your own data as a consumer, to see what's possible before you integrate.

Personal finance MCP

An MCP connector built to easily give context to your AI platform. Add it to Claude, ChatGPT or another AI platform, collect your own pensions, savings and insurance, and ask questions about them. It's a way to get a feel for the data and what you can build with it. It isn't how you integrate, and it's separate from the MCP server above.

Try it within your AI platform

How data is retrieved

These methods can be used on their own or combined.

Synchronous
The iframe and your front end exchange data through JavaScript messages, with real-time updates.
Asynchronous
Server-to-server through the API. Data is requested and returned asynchronously, which keeps it consistent and reliable.
Asynchronous batch
Retrieve data in batches or on a schedule, for large transfers or reporting.

APIs by market

Each API is versioned by date. Choose one to open its reference.

Last updated on