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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.

candor-find-money

Finds money the person is losing or is owed, gets it back with their okay, and has Candor watch the records until it lands. Use when they ask "am I overpaying?", spot a double charge, a fee, a refund or reimbursement that never came, a charge after cancelling, a bill that went up, a subscription they forgot, a free trial about to bill, or a paycheck that is late, short, or missing. For which charges repeat or how they are categorized, use candor-sort-transactions.

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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