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openfinance

Official

Ask your finances with read-only access.

Finance & Accounting#mcp#api integration#transactions#financial analytics#banking#sql queries#spending insights
AuthorOpenfinanceorg
Version1.0.0
Installs0

System Documentation

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.”

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: openfinance
Download link: https://github.com/Openfinanceorg/openfinance/archive/main.zip#openfinance

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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