Candor Finance

Personal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.

Add to Cursor Add to VS Code

Manual Client & Custom JSON ConfigExpand JSON ▾

Client Config & Setup

Choose your client or environment

Target File:~/Library/Application Support/Claude/claude_desktop_config.json

claude_desktop_config.json

{
  "mcpServers": {
    "candor-finance": {
      "command": "npx",
      "args": [
        "-y",
        "candor-finance"
      ]
    }
  }
}

💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Documentation Overview

Candor Finance

The official personal finance package for Candor. It gives the AI agent you already use an organized view of accounts, spending, budgets, goals, investments, notes, and the decisions you approve.

Paste https://candor.money/START.md?v=0.1.59 into your agent. It will inspect its own installation capabilities, choose or assemble a complete setup from Candor's official materials, request the normal installation and account-access approvals, and handle the rest.

This package includes the candor-finance Agent Skill and the secure Candor connection used by OpenAI/ChatGPT, Codex, Claude, Claude Code, Gemini CLI, and agents with their own computer such as Grok Bot. Standard plugin.json, skills/, and mcp.json files support clients that follow the Agent Plugins 1.0.0 format, and server.json identifies the remote service in the official MCP Registry. Agent-specific configuration is included where needed. OpenClaw's manual route uses the CLI-managed skill under ~/.agents/skills; its future ClawHub route uses the dedicated CLI-backed skill under openclaw/skills/. The Candor CLI keeps its managed copy for release preflight in both cases, and OpenClaw's documented skill precedence makes the same-named CLI projections deterministic. Hermes can install the root MCP-native skill with its remote MCP client; a future Hermes ClawHub install instead uses the CLI-backed projection. Do not mix skill and tool projections. Candor continues to enforce sign-in, access, and every financial-data permission.

Manage your Candor account and subscription at app.candor.money. When Candor gives the agent a secure account link, it explains the required step and opens that exact page.

Release notes

See the changelog for changes by package version.

Read the full README →View source on GitHub →

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Frequently Asked Questions about Candor Finance

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "candor-finance": { "command": "npx", "args": ["-y", "Candor Finance"] } }

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Technical Specs & Signals

CategoryFinance & Fintech

27Quality signal: Emerging · 27/100How this signal is calculated ▾

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Not scored for repo-hosted servers — we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

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Adoption & activity1/15

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More in 💰 Finance & Fintech →Best MCP servers for Finance & Fintech →Alternatives to Candor Finance →Install in Claude Desktop Install in Cursor Install in VS Code

Documentation Overview

Candor Finance

The official personal finance package for Candor. It gives the AI agent you already use an organized view of accounts, spending, budgets, goals, investments, notes, and the decisions you approve.

Manage your Candor account and subscription at app.candor.money. When Candor gives the agent a secure account link, it explains the required step and opens that exact page.

Release notes

See the changelog for changes by package version.