skills.rest
Openfinanceorg
OpenfinanceorgOFFICIAL
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openfinance

Query financial accounts and transactions via REST and SQL aggregations.

20|4|Updated Feb 14, 2026
Search Tags:#mcp#api integration#transactions#financial analytics#banking#sql queries#spending insights
One-click install
npx skills add https://github.com/Openfinanceorg/openfinance --skill openfinance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: openfinance
Source: https://github.com/Openfinanceorg/openfinance/tree/main/skill
Command: npx skills add https://github.com/Openfinanceorg/openfinance --skill openfinance

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you query your connected bank accounts and transactions using a simple, AI-friendly API instead of manually reviewing statements or wiring custom integrations.

Core Features & Use Cases

  • Fetch account details and balances: List connected accounts (including institution info, account type/subtype, and current/available balances).
  • Search and filter transactions: Retrieve transactions by date range, merchant, search terms, account ID, pending status, and status, with selectable response fields to reduce payload.
  • Run aggregate analytics via SQL: Execute read-only queries against the server-provided txns dataset for totals, top merchants, and time-bucketed summaries.
  • Use Case: Ask for last month’s spending totals and top merchants, then refine the results to a specific account and date window using either REST filters or a SQL aggregation query.

Quick Start

Tell your AI: “Using OPENFINANCE_API_KEY, fetch my transactions for the last 30 days and return my top 10 merchants by spend.”

Frequently Asked Questions about openfinance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I query my bank transactions using natural language instead of manual exports?▼

Query bank transactions using natural language by providing an OPENFINANCE_API_KEY to retrieve accounts, filter transactions by date or merchant, and run read-only SQL aggregations for spending insights without manual exports.

Can I run SQL queries against my financial transactions for spending analytics?▼

Yes, you can execute read-only SQL queries against the provided txns dataset to calculate spending totals, identify top merchants, and generate time-bucketed financial trend summaries.

What do I need to authenticate API requests for financial account data retrieval?▼

You need an OPENFINANCE_API_KEY for authentication, and optionally an OPENFINANCE_URL base URL, to access REST endpoints like /api/accounts and /api/transactions for financial data retrieval.

How do I filter transaction search results by date range and merchant?▼

Filter transaction search results by passing query parameters for date range, merchant, search terms, account ID, and pending status, while selecting specific response fields to reduce payload size.

What are the limitations of read-only SQL aggregations for banking data?▼

Read-only SQL aggregations are limited to querying the provided txns dataset for totals and summaries, meaning you cannot modify, insert, or delete banking transaction data through the API.

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