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-full-checkup

Runs an adviser-style review of the person's whole financial life from their Candor records, covering spending leaks, debt and credit, cash and reserves, goals and budget, investments and retirement, benefits, and insurance, and ends with the one to three things most worth doing. Use when the person asks to review their finances, for a financial checkup or annual review, what they should focus on or what to fix first, or after a life event. For a weekly what-changed check or a quick how-am-I-doing, use candor-weekly-check-in.

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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