financial-insights

financial-insights is a skill for Claude Code, Codex from stripe/link-cli. It costs 84 tokens per session (2,974 once invoked), scanned A, original, MIT.

A read-only tool for answering questions from a user's connected financial accounts, including transactions, balances, and linked wallet sources.

In plain words
What is it for?
Use it to review recent transactions, summarize spending, check balances, or see which financial sources are connected.
Why use it?
It removes the need to manually search through several accounts when checking spending or available balances. It also keeps account access limited to the data needed for the answer.

Skill for Claude CodeCodex

About the project

stripe/link-cli is a command-line tool that lets agents obtain temporary payment credentials from a Link wallet for approved purchases without exposing the user's real card details. It is used by agents to complete web checkouts or programmatic payments while requiring purchase approval. The catalogue entries provide components for integrating the CLI with agents.

stripe/link-cli · 751 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/stripe/link-cli/financial-insights
Any agent
npx skills add stripe/link-cli --skill financial-insights
Clone the repo
git clone --depth 1 https://github.com/stripe/link-cli

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-insights

README.md
[![agentmods](https://agentmods.dev/badge/skills/stripe/link-cli/financial-insights.svg)](https://agentmods.dev/skills/stripe/link-cli/financial-insights)
Your own site
<a href="https://agentmods.dev/skills/stripe/link-cli/financial-insights"><img src="https://agentmods.dev/badge/skills/stripe/link-cli/financial-insights.svg" alt="Measured on agentmods" height="20"></a>
Per session 84 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,974 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00084 $0.02974
Opus 5 $0.00042 $0.01487
Sonnet 5 $0.00017 $0.00595
Haiku 4.5 $0.00008 $0.00297

Measured today against content hash 7fd59b3e47bc, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

financial-insights scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/financial-insights/SKILL.md · 317 lines

How it starts

The opening of the file, as written. The whole thing — 317 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial insights

Use this skill to answer questions about a user’s Link-connected financial data, including:

  • Recent transactions
  • Spending patterns
  • Account balances
  • Linked wallet sources
  • Basic summaries derived from the user’s financial data

All commands are read-only. They do not move money, initiate payments, modify accounts, or expose payment credentials.

Safety and privacy

Do not retrieve financial data until the user is authenticated with the required source actions.

Only retrieve the data needed to answer the user’s request. Do not run every list command by default.

Do not expose sensitive identifiers, access tokens, credentials, or payment instrument details. Summarize financial information at the level needed to answer the user’s question.

If the user asks for an action that would move money, reference skills/create-payment-credential/SKILL.md instead.

Authentication

Before retrieving financial data, check whether the user is authenticated and whether the current session has the required source actions.

link-cli auth status --format json

When present, inspect authorization_details in the response for entries with type: "source" and the required actions. The field may be absent when the token endpoint did not return authorization details or when authentication comes from LINK_ACCESS_TOKEN; in that case, run only the minimum data command needed and handle a permission error as described below.

If the user is not authenticated, start a login that requests only the source actions needed for the requested data. If the user is already authenticated but one or more required source actions are missing, use auth upgrade instead of auth login. auth upgrade preserves the current session while the user approves the additional access and replaces it only after approval succeeds.

Use the minimum required source actions:

  • Transactions processed through Link: read_link_transactions
  • Transactions imported from bank connections: read_external_transactions
  • Account balances: read_balances
  • Data source details and descriptions: read_source_details

Read the full file on GitHub · 317 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. today Changed 7fd59b3e47bc
  2. 4d ago First seen · 317 lines · 84 tokens per session scan A e0f5908a6944

Subscribe to this mod's changes

financial-insights is a skill published in the GitHub repository stripe/link-cli (751 stars, last pushed today), licensed MIT. It adds 84 tokens to every session and 2,974 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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