Personal finance ledger for AI agents. Connect your bank accounts, then talk to your money.
/plugin install cashflow
Or from the marketplace:
/plugin marketplace add https://github.com/cashflow-tech/plugin.git
/plugin install cashflow@cashflow
Three tools connected to cashflow.tech via OAuth:
| Tool | Purpose |
|---|---|
| query | Spending summaries, time series, recurring bills, transaction detail, income statements |
| annotate | Categorize transactions, set parties, tag, mark transfers, detect recurring |
| admin | Manage categories, rules, accounts, parties, tags |
| Skill | Trigger |
|---|---|
| recap | "monthly recap", "how did I do this month", "spending summary" |
| tidy | "tidy up", "categorize uncategorized", "clean up transactions" |
- First use triggers OAuth sign-in at cashflow.tech
- Link your bank accounts via Plaid (Wells Fargo, Chase, BofA, and 12,000+ institutions)
- Ask Claude about your finances in natural language
- "How much did I spend on dining this month?"
- "Give me a monthly recap"
- "What are my recurring bills?"
- "Tidy up my uncategorized transactions"
- "Show me my spending by category for the last 3 months"