candor-finance
OfficialClick 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-financeshow 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.
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.
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.
Connection materials
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.
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, Copyright 2026 Candor Systems, Inc. All rights reserved. See LICENSE.
Related MCP server: @prism/mcp-server
Release notes
See the changelog for changes by package version.
This server cannot be deployed
Maintenance
Related MCP Connectors
- BankSyncOAuthio.banksync
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.
Related MCP Servers
- AlicenseNot gradedqualityCmaintenanceEnables AI assistants to access and analyze MonarchMoney personal finance data through natural language queries. Provides comprehensive financial insights including account balances, transaction analysis, budget tracking, and spending patterns with enterprise-grade security.9MIT
- FlicenseNot gradedqualityDmaintenanceEnables AI agents to access real-time financial data including crypto, equities, on-chain, prediction markets, and macro via a single API key.-
- FlicenseNot gradedqualityDmaintenanceFinancial data infrastructure for AI agents. Connect to a startup's books to read live P&L and bank balances, review and reclassify transactions, manage the chart of accounts, and connect banking sources.-
- AlicenseNot gradedqualityCmaintenanceConnect AI agents to real bank accounts across 15,000+ financial institutions for transactions, balances, investments, and loans.2MIT