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-plan-a-goal

Turns what the person wants from their money into a plan Candor tracks: goals with a measure, a pace, and a next step, plus the budget that pays for them, with a straight answer on what works and what does not yet. Use when the person wants to pay off debt, save for something, build an emergency fund, buy a home or car, work less, take time off, help family, or asks whether they can afford something, even when the goal is vague or has no numbers yet.

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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