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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.

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skills

candor-budget

Shows where the person's money goes from their real records and saves a budget they can hold to, built from what they actually spend and fit to what they say, then keeps it current. Use when the person asks where their money goes, what they spend each month, how much they can save, why they are over this month, or wants a budget, a spending plan, or to change a budget line. For saving toward a specific goal, use candor-plan-a-goal.

Version
0.3.0
Compatibility
Requires Candor CLI 0.3.158 or newer, or the Candor MCP server, and an authenticated Candor workspace.
Read SKILL.md at the source

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