Cashflow
Plugin Verified ActivePersonal 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.
To empower AI agents with comprehensive personal finance management tools, enabling users to securely connect bank accounts and gain insights into their spending habits.
Features
- Connect bank accounts via Plaid
- Query spending and transaction data
- Track recurring bills and subscriptions
- Categorize transactions automatically
- Generate financial recaps
Use Cases
- Use when you need to understand your monthly spending patterns.
- Use to automatically categorize uncategorized transactions.
- Use to get a quick overview of your financial health for a given period.
Non-Goals
- Providing investment advice
- Managing cryptocurrency portfolios
- Performing tax calculations
Installation
First, add the marketplace
/plugin marketplace add davepoon/buildwithclaude/plugin install cashflow@buildwithclaudeContains 2 extensions
Quality Score
VerifiedSimilar Extensions
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