Skill Claude CodeCodex
Use when the user says "fetch bank data", "pull from bank", "fetch hapoalim", "fetch cal", "fetch credit card", "pull from cal", or any morning-equivalent. Pulls fresh transactions + balances from Bank Hapoalim and Cal via israeli-bank-scrapers, records private reconciliation observations in a sidecar notes file, and…
Skill Claude CodeCodex
Use when the user says "fetch investments", "fetch ibkr", "fetch interactive brokers", "pull portfolio", "fetch brokerage", "snapshot ibkr", or any portfolio-snapshot equivalent — and as the best-effort IBKR source inside sync-finance-data. The connector is only reachable from a signed-in Claude session, so a session…
Skill Claude CodeCodex
Use when the user says "doctor", "finance doctor", "check finance setup", "what's missing", or any "is everything set up?" equivalent. Audits binaries, configs, secrets, npm deps, DB, live Drive connectivity, and Chromium profiles. Auto-fixes safe local gaps and prints exact commands for everything that needs human…
Skill Claude CodeCodex
Use when the user says "set up findash", "onboard", "first-time setup", "get findash running", "configure findash", or is installing the plugin for the first time. Runs findash-doctor's safe auto-fixes, prepares the local React dashboard, then guides the human through only the optional integrations they choose — local…
Skill Claude CodeCodex
Use when the user says "sync finance", "daily sync", "run the morning sync", "fetch my finances", "ingest new docs", "run everything", or any full financial-data update. Runs all configured sources — bank/card fetch, IBKR, Drive/manual staging — then ingests and reconciles SQLite, refreshes deterministic market…