Personal finance ledger for AI agents. Connect your bank accounts via Plaid, then query spending, track recurring bills, categorize transactions, and get financial recaps — all through MCP tools with OAuth authentication.
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
Triggered by "tag travel", "tag trips", "travel expenses", "organize trips", "trip tagging", "which trip was this"
Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"
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" |
External network access
Connects to servers outside your machine
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