Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@candor-finance show me my spending breakdown for this month"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
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 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.
Except for the scoped MIT-0 OpenClaw skill subtree, Copyright 2026 Candor Systems, Inc. All rights reserved. See LICENSE.
See the changelog for changes by package version.
This server cannot be deployed
Connect AI agents to bank accounts, transactions, balances, and investments.
Connects AI agents to live, verified financial data from 18,000+ institutions — ready to reason from
Read-only bank access for your AI agent. Connects Claude, ChatGPT, Cursor, Gemini, Codex.
Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.
