--- title: "Connect Your AI Agent to Your Bank Account | Candor" description: "Give Claude, ChatGPT, Grok Bot, Meta Muse, Codex, or another AI agent a finance app of its own. Pick your agent for its setup message and help." url: "https://candor.money/connect" updated: "2026-09-30" --- # Connect your AI agent to your bank account. Candor is the finance app for your AI agent. It keeps a short list of what deserves attention, with the figures behind each item, and saves the plans you approve. Create your account, then copy one setup message into your agent. [Start free trial→](https://app.candor.money/signup)[Already have an account? Copy the setup message](#start) ## Set up your agent in three steps 1. 1 Create your Candor account and choose your plan. Connect your accounts with bank-grade sign-in now, or import statements with your agent later. [Create your account](https://app.candor.money/signup) 2. 2 Copy this message into a conversation with your agent. Set up Candor from https://candor.money/START.md and walk me through connecting it here. Select the text above and copy it manually.Copied. You can paste it now. 3. 3 Your agent handles the setup its tools support and asks you to approve access to your Candor account. [Setup got stuck? Find help for your agent](#choose-agent) ## Choose your agent Each agent page has the setup message, a way to check the connection, first questions to try, and help if setup stops. Some agents install the finance skill with the connection; others add it separately. * [Claude→Claude web, Desktop, and supported mobile conversationsSetup: Connector directory + setup message, or custom connector](https://candor.money/connect/claude) * [Claude Code→Claude Code CLI and desktop sessionsSetup: Candor marketplace plugin + remote MCP](https://candor.money/connect/claude-code) * [ChatGPT→ChatGPT web, desktop, and supported mobile conversationsSetup: Candor Finance plugin from ChatGPT's directory](https://candor.money/connect/chatgpt) * [Codex→Codex app and CLISetup: Candor marketplace plugin + remote MCP](https://candor.money/connect/codex) * [Gemini CLI→Gemini CLI in your terminalSetup: Gemini CLI extension + remote MCP](https://candor.money/connect/gemini-cli) * [Meta Muse→Muse app and web conversationsSetup: Finance skill + remote MCP with hosted OAuth](https://candor.money/connect/muse) * [Grok Bot→Grok Bot desktop and mobile appsSetup: Cloud-hosted skill + remote MCP](https://candor.money/connect/grok-bot) * [OpenClaw→OpenClaw on your chosen host and messaging channelsSetup: Native MCP + finance skill; CLI fallback](https://candor.money/connect/openclaw) * [Hermes→Hermes CLISetup: GitHub skill + OAuth MCP server](https://candor.money/connect/hermes) * [Other agents→Agents with plugin, skill, MCP, or command-line supportSetup: Plugin, skill + MCP, or skill + CLI](https://candor.money/connect/other-agents) ## 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. * [Find your financial starting point](https://candor.money/explore/first-pass) * [Build a budget from actual spending](https://candor.money/explore/realistic-budget) * [Review recurring subscriptions](https://candor.money/explore/subscriptions) * [Browse all financial use cases](https://candor.money/explore) ## What if your agent is not listed? An agent that can load the finance skill and operate Candor's remote MCP server or CLI can use the setup materials below. Candor supplies records, calculations, and saved context. Your agent interprets them and takes external action only through its own tools under your authority. * [Read the setup entry point](https://candor.money/START.md) * [Candor's MCP server](https://candor.money/mcp) ## 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. Server address: 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. * [Download the candor-finance skill (ZIP)](https://candor.money/downloads/candor-finance-skill/0.1.152/candor-finance-c8b801a60779b3a84bbd30f4c03008629e986fcf822ad53b82f49a967e271214.zip) * [Email us where setup stopped](mailto:support@candor.money?subject=Help%20connecting%20my%20agent%20to%20Candor&body=Hi%2C%20I%20need%20help%20connecting%20my%20agent.%0A%0AApp%3A%20my%20agent%0ADevice%20%28web%2C%20desktop%2C%20or%20mobile%29%3A%20%0AStep%20where%20setup%20stopped%3A%20%0AError%20message%2C%20if%20any%3A%20%0A%0APlease%20leave%20out%20financial%20details%2C%20passwords%2C%20tokens%2C%20and%20sign-in%20links.) Don't see your agent? [Ask us for help](mailto:support@candor.money), or [explore what you can do with Candor](https://candor.money/explore). ## Connect once. Start with a question that matters. Create your Candor account and connect your accounts. Then send one setup message to the agent you already use and approve its access. [Start free trial→](https://app.candor.money/signup)