Candor Finance — Claude Code MCP server: features and setup
Connects an AI agent to financial accounts, budgets, and goals so it can help review spending and discuss a weekly account check-in.
claude mcp add --transport http candor-finance https://api.candor.money/mcpWhat Candor Finance does
Candor gives an agent access to a user’s financial workspace, including saved plans, notes, goals, budgets, and computed figures. It can help plan a savings goal, sort transactions, look for fees or missed refunds, and prepare tax materials. Its weekly review covers spending, bills, debt, savings, and investments.
The connection uses Candor’s hosted MCP server and OAuth. Linked accounts are read-only: the agent cannot move money or change records at a financial institution. You’ll need to approve access to Candor before the agent can work with personal financial information.
The package contains instruction skills and one MCP server, with no hooks or background processes. A full checkup also includes scripts/review-sweep.mjs, a Node helper that summarizes files handed to it and makes no network calls.
What it helps with
- build a budget from account records
- plan a savings goal
- sort transactions and spot fees
- review bills, debt, and savings each week
- prepare tax materials
Example prompts for the agent
- Use my accounts to draft a budget and plan a savings goal.
- Review my spending, bills, and savings for this week.
- Sort these transactions and look for fees or missed refunds.
How to install Candor Finance
Platform CLI: remote server
claude mcp add --transport http candor-finance https://api.candor.money/mcpPlatform CLI: remote server
codex mcp add candor-finance --url https://api.candor.money/mcpConfig file
{
"mcpServers": {
"candor-finance": {
"url": "https://api.candor.money/mcp"
}
}
}Config file
{
"servers": {
"candor-finance": {
"type": "http",
"url": "https://api.candor.money/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http candor-finance https://api.candor.money/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Candor Finance
How do I install Candor Finance in Claude Code?
Run claude mcp add --transport http candor-finance https://api.candor.money/mcp, then approve the connection through OAuth.
What does Candor Finance do?
It connects an agent to Candor’s financial workspace so the agent can help with budgets, goals, transactions, and account reviews.
Can Candor Finance move money?
No. Account access is read-only, and the server cannot make changes at financial institutions.
