Skip to content
Candor
Start free trial
Menu

Connect Claude Code to your bank account.

Give Claude Code a finance app of its own. Candor keeps a short list of what in your finances deserves attention, with the figures behind each item, and saves the categories, budgets, and notes you approve so the next session picks up where this one stopped.

Start free trialAlready have an account? Copy the setup message

$0 today · card required · cancel anytime

Set up Claude Code 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
  2. 2

    Copy this message into a conversation with Claude Code.

    Set up Candor from https://candor.money/START.md and walk me through connecting it here.

  3. 3

    Claude Code handles the setup its tools support and asks you to approve access to your Candor account.

    Setup got stuck? Get help

What you need in Claude Code

Claude Code installs Candor as a plugin from Candor's marketplace, which brings the finance skill and the MCP connection together, and you approve access once in a browser. A new plugin is usually active right away; after an update, /reload-plugins or a new session picks it up.

Check it worked

Start a new conversation with Claude Code, enable Candor if asked, and send this:

Check whether the candor-finance skill and Candor access are ready. Tell me about anything missing. If access works, continue my financial task, or start a first review of my money if I have not named one. Be clear about gaps in the records.

In the new session, ask Claude Code to open Candor. It should have both the candor-finance skill and candor_open tool. If the plugin was just updated, verify in a fresh session before trying a manual setup.

What you should see: Claude Code names the accounts available in Candor and tells you how recent the information is. If you have not added accounts yet, it should explain how to add them. A missing account or older information does not mean setup failed. Ask Claude Code what is missing before installing again.

What to try with Claude Code and Candor

A useful first job is transaction cleanup: apply your existing categories, collect ambiguous merchants for you to clarify, and propose rules for your review. Afterward, have Claude Code leave a note in Candor about what still needs checking, so the next session can continue the work.

What access are you granting?

Claude Code can read the financial records you connect or import into Candor, including available balances, transactions, debts, and holdings. It can also maintain notes and approved plans in the workspace.

Candor has no tool to move money, pay a bill, trade, or cancel a service. Your agent uses its own tools and your authorization for external actions. Candor records a reason for each agent operation, and you can revoke the connection from your account controls.

Common questions

What does Candor add to Claude Code?
A finance app of its own. Candor reviews your records whenever they change and keeps a short list of what deserves attention, from a price increase to idle cash or an employer match, with the figures behind each item. Claude Code reads that list when you ask, or on a schedule if it supports one, and the budgets, goals, and decisions you approve are saved for the next conversation and for any other agent you use.
Should I add a second MCP server manually?
The plugin already carries Candor's MCP configuration. Check /mcp in a fresh session first. Use the manual fallback in the setup guide only if the plugin route cannot load; two active copies make troubleshooting harder.
What does Candor cost?
Candor starts at $8.25 a month on the annual plan ($99 a year), or $14.99 month to month, and the first 7 days are free. Claude Code's own plan and usage charges are separate.
How do I disconnect Claude Code?
Revoke the agent's access in your Candor account controls. You can also disconnect a financial institution. Removing a local skill alone does not revoke an existing authorization.

Sources

  1. Claude Code: install a plugin from a marketplace Anthropic
  2. Claude Code: MCP servers and sign-in Anthropic

Setup files for agents: Claude Code connection materials

If setup gets stuck

Let’s get you connected.

Claude Code does the setup. When it stops, the answer is usually one of a few things it can ask for, and all of them are ready in your Candor dashboard.

Already connected? Check it worked

Finish setup from your Candor dashboard

Sign in, pick Claude Code, and follow the three steps. The page shows the moment Claude Code connects, and it has the connection details ready if Claude Code asks.

Open setup for Claude Code
Stuck? Tell us where it stopped.Email us
Claude Code asks for a server address or connection details

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.

https://api.candor.money/mcp

All connection settings
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.

Claude Code needs the finance skill file

Most apps install it with the connection. If Claude Code asks for the file, download the complete skill and upload it through the app’s skill control, not as a chat attachment. Keep the whole candor-finance folder, including methods and references.

Something still isn’t working
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.
Official Claude Code instructions

Button names move. When they do, the app’s own instructions win; the Candor values above stay the same.

Start your first review with Claude Code.

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

$0 today · card required · cancel anytime