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bilance

Ask about your own money: accounts and balances, transactions, budgets, recurring payments, net worth, and a once-a-day bank refresh.

Open source Open in the app JSON README (API)

About

Ask about your own money: accounts and balances, transactions, budgets, recurring payments, net worth, and a once-a-day bank refresh.

Details

Kind
Plugins
Topic
Finance & crypto
Publisher
bilancetech
Origin
gemini
Category
ferramentas
Version
1.0.0
Last push
2026-08-26T18:04:29Z
Repository state
ativo
Added
2026-09-01 22:01:09
Updated
2026-09-01 22:01:09
Origin id
bilancetech/bilance-ai-plugins

README

# Bilance plugins for AI coding agents

Connect your own Bilance finances to Claude Code or Codex, and ask questions
like *"what did I spend on groceries last month?"* or *"which subscriptions
renew this week?"*.

You sign in with your Bilance account in the browser. The AI app never sees your
password, and you can disconnect at any time in the Bilance app under
**Settings → Connected AI apps**.

## Claude Code

```bash
claude plugin marketplace add bilancetech/bilance-ai-plugins
claude plugin install bilance@bilance
```

Then start `claude`, run `/mcp`, choose **bilance** → **Authenticate**, and sign in.

## Codex

```bash
codex plugin marketplace add bilancetech/bilance-ai-plugins
codex plugin add bilance@bilance
codex mcp login bilance
```

## What you get

| Tool | What it does |
| :--- | :--- |
| Get finance context | Accounts, balances, budgets, data freshness, and how the numbers are defined. Start here. |
| Get net worth | What you own and what you owe — manually tracked assets and account balances, by category. |
| Query transactions | Search and paginate transactions; CSV export for bulk. |
| Summarize finances | Totals by period or category, in your default currency. |
| Get recurring payments | Subscriptions and recurring bills, with what's next and what's overdue. |
| Sync bank data | Refresh from your bank. At most once a day, and only if you allow it. |

Everything except the bank refresh is read-only. Usage is capped per day, and
every call is recorded in your account so you can see which app read what and
when.

## Requirements

A Bilance account with the app installed: [bilanceapp.com](https://bilanceapp.com).

## Support

[support@bilanceapp.com](mailto:support@bilanceapp.com) ·
[Privacy policy](https://bilanceapp.com/privacy) ·
[Terms](https://bilanceapp.com/terms)

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