---
title: "Connect Another AI Agent to Candor | Candor"
description: "For agents not listed on Candor's connect page: what an agent needs to use Candor (remote MCP with OAuth, or the CLI), and how to check it worked."
url: "https://candor.money/connect/other-agents"
updated: "2026-10-19"
---

# Connect another AI agent to Candor.

Updated 2026-10-19. Canonical page: https://candor.money/connect/other-agents

Any agent that connects to a remote MCP server with OAuth can use Candor, and one that runs commands can use Candor's command-line app instead. Send it the setup message: it reads what it needs, tells you whether it can connect, and walks you through any step that is yours.

## 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 your agent: Set up Candor from https://candor.money/START.md and walk me through connecting it here.
3. your agent handles the setup its tools support and guides you through approving access to your Candor account.
4. Ask your agent to open your workspace and check which accounts and dates are available.

## Let your agent set up Candor

Once your Candor account is ready, copy this message into your agent. It reads START.md, picks its setup route, and tells you which steps are yours.

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

## What your agent needs

Any assistant that can connect to a remote MCP server with OAuth can use Candor, and one that can run commands can use Candor's command-line app instead. Loading the finance skill is optional and improves results. Check your app's own skill and connector documentation for which plan, role, and device can add connections.

## Check it worked

Start a new conversation with your agent, turn Candor on if asked, and send the message below.

Ask your agent to confirm the candor-finance skill is loaded and open your Candor workspace. It should reply from your records and explain any gaps. A list of tools alone does not confirm setup.

What you should see: Your agent names the accounts in Candor and how recent they are. A missing account means limited coverage, not a failed setup.

```text
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 check-in on my money if I have not named one. Be clear about gaps in the records.
```

## What an agent needs to use Candor

Remote MCP with OAuth sign-in, or a shell that can run Candor's command-line app; a place to load the finance skill helps but is optional. Candor's address lets the app register itself, so no client ID or secret is needed.

## What Candor adds

Your accounts, figures calculated from your records, the goals and budget you set with your agent, and a weekly review of what's worth talking through, kept the same across every agent you use.

## Keep it going

If your agent can schedule work, ask it for a weekly look at what Candor has raised, and have it confirm the schedule it created.

## When setup stops

| What you see | What to do |
| --- | --- |
| A setting is missing or locked | Your app decides which plan, role, and device can add connections. On a work or school account, ask the admin to allow custom connections. |
| Sign-in expired, was cancelled, or keeps failing | Send your agent the setup message again so it can pick up where it stopped. Candor's Connections page, linked below, shows the moment it connects. |
| Connected, but the conversation cannot use Candor | Your app's own connector help says how to turn a connection on in a conversation. Candor's Connections page confirms the connection exists. |
| The finance skill is missing | Candor's tools work without it. If your app loads skills, your agent can add it from the setup message. |

## What to try with your agent and Candor

Start with a review of recent spending, a budget built from your transactions, or a decision you want your agent to remember.

- [Where do I actually stand?](https://candor.money/explore/first-pass)
- [What budget could I actually live with?](https://candor.money/explore/realistic-budget)
- [Did we follow through on what we decided?](https://candor.money/explore/decision-follow-through)

## What Candor can and cannot do

Candor is read-only toward your money. It has no tool to move money, pay a bill, trade, or cancel a service, it does not train AI models on your financial information, and it records every agent read and change with its reason. You can revoke an agent, export your data, or delete it from your account.

Candor provides records and calculations, not financial advice; your agent advises and acts only through its own tools, with your okay.

- [How Candor protects your data](https://candor.money/trust)

## If your agent gets stuck

Finish setup from your Candor dashboard: sign in, pick Other agents, paste the setup message, and approve access. The page shows the moment your agent connects.

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 Other agents in Candor](https://app.candor.money/agents?app=other-agents)
- [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%20Other%20agents%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)
- [Model Context Protocol: how assistants connect to services](https://modelcontextprotocol.io/docs/getting-started/intro)
- [Agent Skills: how assistants load skills](https://agentskills.io)
- [your agent connection materials](https://candor.money/start/other-agents.md)

## Common questions

### What if my agent cannot install plugins or skills?

The MCP tools alone are enough to start; the skill adds methods and can come later. If your agent can use neither MCP nor the CLI, choose a listed agent or email us.

### 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. Your agent's own plan and usage charges are separate.

## Sources

- [Model Context Protocol: how assistants connect to services](https://modelcontextprotocol.io/docs/getting-started/intro), Model Context Protocol
- [Agent Skills: how assistants load skills](https://agentskills.io), Agent Skills

## 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 your bank accounts and your plan with Candor Finance](https://candor.money/connect/claude)
- [Use the Candor Finance plugin in ChatGPT instead of Finances](https://candor.money/connect/chatgpt)
- [Every agent Candor works with](https://candor.money/connect)
- [Get help with your connection](https://candor.money/support)

## Start your first check-in with your agent.

Start your trial, then connect accounts or have your agent add records from statements. Send your agent one setup message and approve its access. It can begin with the records you have. Agents can install Candor themselves from https://candor.money/START.md.