--- title: "Connect Codex to Your Bank Account | Candor" description: "Give Codex a finance app of its own: a short list of what deserves attention and the plans you approve. Set up with Candor's plugin and MCP." url: "https://candor.money/connect/codex" updated: "2026-09-27" --- # Connect Codex to your bank account. Updated 2026-09-27. Canonical page: https://candor.money/connect/codex Give Codex a finance app of its own. Candor keeps a short list of what deserves attention in your accounts, from a duplicate charge to a price increase, with the transactions behind each item, and saves the decisions you approve for the next task. ## How it works with your agent 1. Create your Candor account and choose your plan. Connect your financial accounts now or import statements with your agent later. 2. Then send Codex: Set up Candor from https://candor.money/START.md and walk me through connecting it here. 3. Codex handles the setup its tools support and guides you through approving access to your Candor account. 4. Ask Codex to open your workspace and check which accounts and dates are available. ## Let Codex handle setup Once your Candor account is ready, copy this message into Codex. Your agent will read START.md, choose its setup route, and guide you through any steps you need to complete yourself. ```text Set up Candor from https://candor.money/START.md and walk me through connecting it here. ``` ## What you need in Codex Codex uses the same plugin catalog as ChatGPT, so the Candor Finance plugin brings the finance skill and the connection to Codex too. In the Codex CLI, the plugins command opens the directory in a browser, and an installed plugin is ready from the next session. ## Check the connection before your first review Ask the new task to open Candor and report the available financial coverage. Verify both the candor-finance skill and candor_open tool are present. If access is waiting on browser approval, finish that approval rather than reinstalling. ## What to try with Codex and Candor Try following an expected refund from the merchant's promise to the posted credit. Give Codex the merchant, amount, and promised date. It can compare those details with Candor's transactions and keep a note of what remains unresolved. Any message to the merchant still uses Codex's own tools and your authorization. - [Check that my refund actually arrived](https://candor.money/explore/refund-follow-up) - [Investigate a possible duplicate charge](https://candor.money/explore/duplicate-charges) - [Give me a weekly money review](https://candor.money/explore/weekly-review) ## What access are you granting? Codex 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. - [How read-only access and your controls work](https://candor.money/safe-ai-money-management) ## If Codex gets stuck Finish setup from your Candor dashboard: sign in, pick Codex, paste the setup message, and approve access. The page shows the moment Codex connects, and it has the connection details ready if Codex asks for them. Only if the app asks you directly for a server address, connection settings, or the skill file: the values any app can use are in Candor's manual connection details. Still stuck? Email us at support@candor.money with the app name and where setup stopped; financial details are unnecessary. - [Open setup for Codex in Candor](https://app.candor.money/agents?app=codex) - [Email us](mailto:support@candor.money?subject=Help%20connecting%20my%20agent%20to%20Candor&body=Hi%2C%20I%20need%20help%20connecting%20my%20agent.%0A%0AApp%3A%20Codex%0ADevice%20(web%2C%20desktop%2C%20or%20mobile)%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.) - [Manual connection details](https://candor.money/connect#manual-connection-details) - [Codex: plugins and marketplaces](https://learn.chatgpt.com/docs/plugins) - [Codex: add and authorize an MCP server](https://learn.chatgpt.com/docs/extend/mcp) - [Codex connection materials](https://candor.money/start/codex.md) ## Common questions ### What does Candor add to Codex? 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. Codex 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. ### Does this also connect ChatGPT web? ChatGPT web does not read Codex's local configuration. Follow the ChatGPT setup page to connect it separately, and check each agent's access in Candor. ### 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. Codex's own plan and usage charges are separate. ### How do I disconnect Codex? 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 - [Codex: plugins and marketplaces](https://learn.chatgpt.com/docs/plugins), OpenAI - [Codex: add and authorize an MCP server](https://learn.chatgpt.com/docs/extend/mcp), OpenAI ## Keep reading - [Candor's personal finance MCP server](https://candor.money/mcp) - [The Candor CLI for AI agents](https://candor.money/candor-cli-for-ai-agents) - [Connect Claude to Candor](https://candor.money/connect/claude) - [Connect Claude Code to Candor](https://candor.money/connect/claude-code) - [Connect ChatGPT to Candor](https://candor.money/connect/chatgpt) - [Connect Gemini CLI to Candor](https://candor.money/connect/gemini-cli) - [Connect Meta Muse to Candor](https://candor.money/connect/muse) - [Connect Grok Bot to Candor](https://candor.money/connect/grok-bot) - [Connect OpenClaw to Candor](https://candor.money/connect/openclaw) - [Connect Hermes to Candor](https://candor.money/connect/hermes) - [Connect another agent to Candor](https://candor.money/connect/other-agents) - [Compare all supported agents](https://candor.money/connect) - [Explore more ways to use your financial records](https://candor.money/explore) - [Get help with your connection](https://candor.money/support) ## Start your first review with Codex. Create a Candor account and connect your accounts, then copy one setup message into the agent you already use and approve its access. Agents can install Candor themselves from https://candor.money/START.md.