candorsystems/candor-finance

v1.1.0LicenseRef-Candor-Proprietary

Candor is a personal finance app that helps you reach your money goals with ChatGPT, Claude, or the AI agent you already use. Your agent works from your real bank, card, loan, and investment accounts: it sets up goals and a budget with you, finds money you are losing to fees, price increases, or missed refunds, and remembers your plan and decisions between conversations. Every week Candor reviews your spending, bills, debt, savings, and investments and tells your agent what's worth talking through and why. Candor never moves money.

GitHub Open Website

skills

candor-add-records

Adds financial records the bank connection does not supply to Candor: statements, CSV exports, screenshots of balances or holdings, manual accounts such as cash or an account elsewhere, single transactions, card or loan terms from a statement, and property values. Checks each import against the source before and after it lands, and can undo it. Use when the person shares a statement, file, or screenshot, says an account is missing, wants to add cash or a manual account, or wants to track a home or rental property.

Version: 0.3.0
Compatibility: Requires Candor CLI 0.3.158 or newer, or the Candor MCP server, and an authenticated Candor workspace.

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