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.
Give your agent START.md. It has the MCP connection, skill download, and supported package options. The agent uses its own harness's setup workflow and asks you only for steps it cannot complete.
MCP: https://api.candor.money/mcp, Streamable HTTP with OAuth discovery and dynamic
client registration. Your harness obtains its own client ID; no shared client
secret is needed.
Skill: the complete skills/candor-finance directory, including its methods and references. START also links a skill ZIP.
Supported packages: Agent Plugins 1.0.0 (plugin.json, skills/,
mcp.json), Claude and Codex marketplaces (.claude-plugin/ and
.codex-plugin/), and a Gemini CLI extension (gemini-extension.json).
Use whichever format your harness supports, or install skill and MCP separately.
Your harness owns installation, authorization, skill locations, and reloads.
Keep working installations. Once the skill and tools are available, call
candor_open for MCP or run candor open for the CLI, then continue into
the user's financial task. Use a private runtime or per-user account isolation
before authorizing personal financial access on a shared host.
Grok Bot installs the cursor/ plugin from the Cursor Marketplace. It pairs
the same MCP-based skill with the remote MCP server and is listed for Grok Bot
only; .cursor-plugin/marketplace.json points the marketplace at it.
The root skill uses MCP, including for capable OpenClaw and Hermes hosts.
The separate openclaw/skills/ projection uses the Candor CLI and is only for
CLI installations. Keep the skill matched to the connection it operates.
Candor continues to enforce sign-in, access, and financial-data permissions.
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 and the scoped MIT
cursor/ plugin, Copyright 2026 Candor Systems, Inc. All rights reserved.
See LICENSE.
Related MCP server: @prism/mcp-server
See the changelog for changes by package version.
This server cannot be deployed
Connect AI agents to bank accounts, transactions, balances, and investments.
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.
Unified financial infrastructure connecting AI agents directly to trade live/demo brokerage accounts, Web3 non-custodial wallets, real-time market data across equities, ETFs, crypto, forex, options, DeFi swaps, and prediction markets, institutional research feeds, and algorithmic strategy backtesters.
