Era Context integrations and automation

Describe what should happen in Era Context, and when, in plain words. Whenever builds the workflow and runs it on a schedule, on a webhook, or when another app sends an event.

Connection requirements, provider permissions and optional AI usage apply. Read the runtime limits.

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Era Context on Whenever

About Era Context

Era Context MCP lets agents access authorized financial context and perform supported banking, brokerage, social, resource, and billing workflows through Era.

How Whenever connects

Through its MCP server, where the available tools and permissions support the job.

Build it from your AI client

Connect Claude, Cursor or Codex to the Whenever MCP server and your coding agent can build and deploy the Era Context workflow. It runs on Whenever afterwards, on its schedule or webhook, with the chat closed.

Set up the Whenever MCP server