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Plugin
cashflow
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.
$
npx claudepluginhub davepoon/buildwithclaude --plugin cashflowPopularity
Stars
Med: 0·Avg: 274
Installs
Med: 0·Avg: 1
What's Inside
Skills3
recap
/recap
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
tag-trips
/tag-trips
Triggered by "tag travel", "tag trips", "travel expenses", "organize trips", "trip tagging", "which trip was this"
tidy
/tidy
Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"
MCP Servers1
README
Cashflow — Claude Code Plugin
Personal finance ledger for AI agents. Connect your bank accounts, then talk to your money.
Install
/plugin install cashflow
Or from the marketplace:
/plugin marketplace add https://github.com/cashflow-tech/plugin.git
/plugin install cashflow@cashflow
What you get
MCP Tools
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 |
Skills
| Skill | Trigger |
|---|---|
| recap | "monthly recap", "how did I do this month", "spending summary" |
| tidy | "tidy up", "categorize uncategorized", "clean up transactions" |
How it works
- 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
Examples
- "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"
Links
Stats
Version0.3.5
Stars1
MaintenanceExcellent
LicenseMIT
Last Commit
Added
Available In
Safety Signals
Caution
External network access
Connects to servers outside your machine
Help us improve
Share bugs, ideas, or general feedback.
