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-sort-transactions

Makes the person's records read right: fixes categories, splits mixed purchases, writes rules so a merchant always means the same thing, tags money a goal tracks, and curates which charges repeat. Use when the person says a category is wrong, asks to clean up or organize transactions, explains what a merchant is, wants a side business or trip tracked, or asks to tidy subscriptions and bills on the recurring list. For price increases or stopping a charge, use candor-find-money.

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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