Candor Finance is a remote Model Context Protocol server that gives your AI agent an organized financial workspace: connected records, durable memory, finance methods, and evidence behind the answer. Candor supplies the workspace. Your agent keeps the judgment and acts only with your permission.
How it works with your agent
The server's registered name is money.candor/candor-finance. Its production endpoint is https://api.candor.money/mcp, using remote Streamable HTTP. The official MCP Registry record points to the same endpoint and public source package.
The package is source-available, so an agent platform or reviewer can inspect the declared server, repository, finance skill, and connection metadata before installation.
An authorized agent can work with normalized accounts, balances, transactions, recurring items, budgets, goals, holdings, debts, notes, factual changes, and prior financial-impact records. Responses preserve freshness, coverage, caveats, and evidence handles so the agent can distinguish what the records establish from what still needs judgment.
The tool surface is designed for progressive disclosure. The agent opens the workspace, asks for the schema or bounded records a task needs, and keeps large or unrelated financial data out of the conversation.
MCP or the CLI transports tools and data. The matching candor-finance skill teaches the agent how to do the work well: checking coverage, investigating a possible duplicate charge, maintaining an approved budget, recording evidence, or following up on a missing refund. The supported package keeps the method and tool contract on the same version.
Start Candor detects the current agent and selects an available remote-MCP or CLI package route. It stops clearly when that agent is not supported instead of treating a bare server connection as a complete installation.
The remote server uses OAuth. Your MCP client handles the authorization challenge, and you sign in and approve the client on Candor's secure page. Financial accounts connect through a dedicated provider flow; bank credentials, access tokens, full account numbers, and verification codes never belong in chat.
You can revoke an OAuth client, disconnect a financial account, export your organized data, or delete what Candor holds from the account controls.
Candor cannot transfer money, pay a bill, execute a trade, open or close an account, cancel a subscription, file a document, or contact another party. Those tools do not exist in the MCP server.
Inside the workspace, the agent can make scoped, auditable updates such as an approved budget, goal, correction, or its own follow-through note. Choices that reflect your values require your approval. Any action outside Candor belongs to your agent under the authority you grant it.
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One message to the agent you already use. You see the price before anything private, approve the access and accounts yourself, and your agent is working within minutes.