sync-data

A procedure for pulling fresh financial information from linked accounts through Plaid, a service that connects apps to banks. It refreshes transactions and balances before analysis.

In plain words
What is it for?
It is for syncing transactions and balances from linked Plaid accounts and checking whether the required command-line setup is available.
Why use it?
It reduces the risk of making decisions from financial data that is more than a day old.

Skill for Claude CodeCodex

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/weklund/fiduciary/sync-data
Any agent
npx skills add weklund/fiduciary --skill sync-data
Clone the repo
git clone --depth 1 https://github.com/weklund/fiduciary

Made for: Claude Code, Codex.

Per session 45 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 168 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 $0.00045 $0.00168
Opus 5 $0.00023 $0.00084
Sonnet 5 $0.00009 $0.00034
Haiku 4.5 $0.00005 $0.00017

Measured 2d ago against content hash 18f415e79e7b, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

sync-data 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 2d ago.

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.

.claude/skills/sync-data/SKILL.md · 23 lines

What it actually says

Instructions

Run the sync script to pull fresh data from all linked Plaid accounts:

bash scripts/sync.sh

After syncing, confirm what was updated and note the date. If the sync fails because Plaid CLI is not installed or not logged in, tell the user the setup steps:

  1. brew install plaid/plaid-cli/plaid
  2. plaid login (or plaid register for new accounts)
  3. plaid link (to connect bank accounts)
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. 2d ago First seen · 23 lines · 45 tokens per session scan A 18f415e79e7b

Subscribe to this mod's changes

sync-data is a skill published in the GitHub repository weklund/fiduciary (10 stars, last pushed 1mo ago), licensed MIT. It adds 45 tokens to every session and 168 once invoked, about $0.0002 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 2026-08-31.