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-get-started

Runs the first conversation after the person connects Candor: a first look at their money from the real records, what is worth a closer look, and what they want, saved in their words, so the next conversation starts from a plan. Use when Candor was just connected or installed, when the person says set up, get started, take a look, or what can you do with my money, or when the workspace has records but no goals or notes yet.

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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