albeorla/personal-finance-agent

Local MCP server giving an AI agent grounded, evidence-backed personal-finance tools: cash-flow projection, drift detection, recurring-charge onboarding, reconciliation. Deterministic; never invents numbers.

This repository also configures its own agents. See what personal-finance-agent tells them →

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finance

01

albeorla/personal-finance-agent

Skill Claude CodeCodex

Operating procedure for the personal-finance ritual. Use whenever the user asks about balances, cash flow, obligations, bills, what is due, source freshness, reconciliation, drift, or the daily/weekly finance review. All financial claims must come from the finance MCP tools, never from memory or estimation.

not rated 0 changed 3d ago A 62 tokens