Financial workflow automation for Firefly III — import bank statements, categorize transactions, set up automation rules, and review spending with AI-powered agents. Includes Cowork mode scripts for use without MCP.
Extracts transaction data from PDF bank statements and converts them to CSV format compatible with Firefly III Data Importer. Use when the user provides a PDF statement instead of a CSV.
Classifies a batch of merchant descriptions into categories and tags. Dispatched once with all transactions, not per-transaction. Use when processing review queues or imported transactions.
Interactive session to categorize transactions that are missing tags, categories, or budgets
Import a bank statement (CSV or PDF) and interactively review/categorize the imported transactions
Conduct an end-of-month financial review with spending analysis, budget performance, and transaction audit
Interactive session to create automation rules that auto-categorize transactions in Firefly III
Set up Firefly III credentials for this plugin. Run this first after installing.
External network access
Connects to servers outside your machine
Uses power tools
Uses Bash, Write, or Edit tools
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A Claude Code plugin marketplace for open-source personal finance tools.
Browse available plugins, install the ones you need, and automate your financial workflows with Claude.
1. Add the marketplace:
/plugin marketplace add OriginalByteMe/claude-open-finance
2. Browse available plugins:
/plugin search @claude-open-finance
3. Install a plugin:
/plugin install firefly-tools@claude-open-finance
Automate personal finance with Firefly III — the open-source budgeting app.
Install:
/plugin install firefly-tools@claude-open-finance
Then run /firefly-tools:setup to configure your Firefly III credentials.
See plugins/firefly-tools/README.md for full documentation.
Want to add a new finance tool to the marketplace? Each plugin lives in its own directory under plugins/ and must be fully self-contained:
plugins/your-tool/
├── .claude-plugin/
│ └── plugin.json # Plugin manifest
├── .mcp.json # MCP server config (if applicable)
├── skills/ # Slash command workflows
├── agents/ # Subagent definitions
├── hooks/ # Lifecycle hooks
├── src/ # Source code
└── tests/ # Test suite
Then add an entry to .claude-plugin/marketplace.json to register it in the marketplace.
MIT
npx claudepluginhub originalbyteme/claude-open-finance --plugin firefly-toolsConnect Claude to your Well financial data — invoices, companies, contacts, transactions, and the accounting ledger — over a hosted OAuth MCP, with skills for real financial workflows.
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