Choose your agent
Each page covers that agent's own finance feature, if it has one, what Candor adds there, its plan and admin requirements, and fixes for the errors it actually shows.
- ChatGPTHas its own Finances feature. Use Candor instead for the plan and its history, through one plugin from ChatGPT's directory.Setup: Candor Finance plugin from ChatGPT's directory
- ClaudePersonal Finance is on Pro and up in the U.S. Candor Finance is in Claude's connector directory on every Claude plan, including Claude Free.Setup: Candor Finance from Claude's connector directory + skill
- Claude CodeAnthropic's finance plugins are for analysts. Candor's plugin brings your own accounts, goals, and budget into the terminal.Setup: Candor marketplace plugin + remote MCP
- CodexNo finance feature, but it shares ChatGPT's plugin directory and runs scheduled tasks. Good for long reviews.Setup: Candor Finance plugin from the shared directory, or Candor's marketplace
- Gemini CLIGemini CLI or, since June 2026, Antigravity CLI. One Candor extension works in both.Setup: Candor extension + remote MCP
- Meta MuseHas Finances built in. Candor goes in as a custom connector Muse builds in the chat; finish at muse.ai in a browser.Setup: Custom connector: finance skill + remote MCP
- Grok BotHas a read-only Finance plugin. Use Candor instead for the plan, and the Bot's routines keep it going while your laptop is closed.Setup: Cloud-hosted skill + remote MCP
- OpenClawSelf-hosted and reached from your chat apps. Candor adds the finance skill, with a separate sign-in per person on a shared host.Setup: Native MCP + finance skill; CLI fallback
- HermesIts own finance skills model companies and markets. Candor's skill brings your household accounts and plan.Setup: GitHub skill + OAuth MCP server
- Other agentsFor any agent with remote MCP and OAuth, or a shell for the Candor CLI.Setup: Plugin, skill + MCP, or skill + CLI
What should you ask first?
Start with a review you can verify against your records. These guides explain what information helps, what to check in the response, and where to go next.
What if your agent is not listed?
An agent that can operate Candor's remote MCP server or CLI can use the setup materials below. Loading the finance skill as well improves results.
Candor supplies records, calculations, and saved context. Your agent interprets them and takes external action only through its own tools under your authority.
Manual connection details
A last resort. Your agent sets Candor up from the setup message and guides you through anything it cannot do itself, and your Candor dashboard can finish the rest. Use these values only if an app asks you for connection details directly; they work in every app.
https://api.candor.money/mcp
Most apps only need the address. Choose OAuth for authentication and leave Client ID and Client Secret blank; the app registers itself and discovers the rest from the address.
- Transport
- Streamable HTTP
- Protected resource metadata
- https://api.candor.money/.well-known/oauth-protected-resource/mcp
- Authorization server metadata
- https://api.candor.money/.well-known/oauth-authorization-server
- Issuer
- https://api.candor.money
- Authorization URL
- https://api.candor.money/api/auth/oauth2/authorize
- Token URL
- https://api.candor.money/api/auth/oauth2/token
- Dynamic registration URL
- https://api.candor.money/api/auth/oauth2/register
- Scopes
- candor:read candor:state.write candor:connections offline_access
- Grant types
- authorization_code refresh_token
- Response type
- code
- PKCE method
- S256
- Token authentication
- none
Token authentication is none for this public client. Do not choose OpenID Connect or add openid, email, or profile to the scopes. If an app insists on a Client Secret or a Client ID it cannot create itself, email us. Never enter made-up credentials or paste tokens into chat.
Finance skill: most apps install it with the connection. If an app asks for the file, download the complete candor-finance skill ZIP and upload it through the app's skill control, not as a chat attachment. The same skill and plugin packages are at https://github.com/candorsystems/candor-finance.
A setting is missing or locked. Check your app's own instructions for which plan, role, and device can add connections. On a work or school account, ask the admin to allow custom connections and skills. If your account cannot, pick another agent or email us.
Sign-in expired, was cancelled, or keeps failing. Open the Candor connection in your app and choose Connect or Sign in again. Use the new link and come back to the same app after approving. If your app runs on another computer, sign in from that computer.
Connected, but the conversation cannot use Candor. Turn Candor on in the conversation's tools menu and start a new conversation. Make sure you connected it in the same account and on the same device you are using now.
The finance skill is missing or still scanning. Find candor-finance in your app's skill list and turn it on. If the app scans skills, wait for the scan to finish before starting a new conversation. If the skill is not there, upload the ZIP from the skill file section where the app manages skills, not as a chat attachment.
Don't see your agent? Ask us for help, or explore what you can do with Candor.