cashflow
Personal finance ledger for AI agents. Connect your bank accounts via Plaid, then query spending, track recurring bills, categorize transact
Open source Repository Open in the app JSON README (API)
About
Personal finance ledger for AI agents. Connect your bank accounts via Plaid, then query spending, track recurring bills, categorize transactions, and get financial recaps — all through MCP tools with OAuth authentication.
Details
- Kind
- Plugins
- Topic
- Finance & crypto
- Publisher
- cashflow-tech
- Origin
- marketplace
- Category
- ferramentas
- Stars
- 1
- Last push
- 2026-05-05T14:43:24Z
- Repository state
- ativo
- License
- MIT
- Added
- 2026-08-30 01:48:58
- Updated
- 2026-08-30 01:48:58
- Origin id
cashflow-tech/plugin/cashflow
README
# Cashflow — Claude Code Plugin Personal finance ledger for AI agents. Connect your bank accounts, then talk to your money. ## Install ``` /plugin install cashflow ``` Or from the marketplace: ``` /plugin marketplace add https://github.com/cashflow-tech/plugin.git /plugin install cashflow@cashflow ``` ## What you get ### MCP Tools Three tools connected to [cashflow.tech](https://cashflow.tech) via OAuth: | Tool | Purpose | |------|---------| | **query** | Spending summaries, time series, recurring bills, transaction detail, forecasts, anomalies, income statements, health checks | | **annotate** | Categorize transactions, set parties, tag, mark transfers, detect recurring | | **admin** | Manage categories, rules, accounts, parties, tags, bank sync | ### Skills | Skill | Trigger phrases | |-------|-----------------| | **recap** | "monthly recap", "how did I do this month", "spending summary", "quarterly review" | | **tidy** | "tidy up", "categorize uncategorized", "clean up transactions" | | **leaks** | "where am I leaking money", "audit my subscriptions", "anything fishy", "find hidden charges", "fees" | | **burnrate** | "burn rate", "recurring bills", "what do I pay for", "monthly obligations" | | **enveloping** | "envelope budgeting", "paycheck splitting", "separate bills from spending", "what's safe to spend" | | **debt** | "pay off debt", "snowball vs avalanche", "when will I be debt free", "how much is my debt costing me" | | **cards** | "optimize credit cards", "card rewards", "which card should I use" | | **trips** | "tag travel", "organize trips", "trip tagging" | | **benefits** | "am I missing any benefits", "do I qualify for SNAP", "money is tight" | | **setup** | First-time onboarding and account setup | ## How it works 1. First use triggers OAuth sign-in at cashflow.tech 2. Link your bank accounts via Plaid (Wells Fargo, Chase, BofA, and 12,000+ institutions) 3. Ask Claude about your finances in natural language ## Examples - "How much did I spend on dining this month?" - "Give me a monthly recap" - "What are my recurring bills?" - "Tidy up my uncategorized transactions" - "Show me my spending by category for the last 3 months" - "Where am I leaking money?" - "Audit my subscriptions — what am I paying for?" - "What's my burn rate?" - "Snowball vs avalanche — what's the fastest way to pay off my debt?" - "Help me set up envelope budgeting" - "Tag my recent travel expenses" ## Links - [cashflow.tech](https://cashflow.tech) - [Documentation](https://cashflow.tech/docs) - [Server discovery](https://cashflow.tech/.well-known/mcp.json)