Candor Finance

Claude connectorCommunity

Your financial workspace

View in Claude directory

Candor is your financial workspace for budgets, goals, recurring bills, and the decisions you want to keep. Connect your accounts on Candor, then use Claude to review your finances with the records and context in one place.

Ask what changed since your last review, inspect a price increase, find a refund worth following up on, or compare spending with your budget. View cash flow, spending, budget, and recurring-payment panels. Organize transactions, confirm recurring bills, update budgets and goals, and save notes linked to the supporting records.

Candor calculates figures from your records and keeps your approved plans, notes, and action history across conversations and compatible agents. Claude helps you interpret the information and decide what to do.

Requires an existing Candor account with active access. Financial accounts are connected on Candor's website; Claude can refresh accounts you already connected. Financial-source access is read-only, and every read is logged with a reason. Changes Claude makes affect only your private Candor workspace and stay visible in its history. Candor does not transfer money or execute investment trades, and it is not a licensed financial advisor.

Candor Finance is #6,325 of 11,065 Claude connectors by popularity, down 330 places in a week. It is #2,582 of 4,156 by trending score.

Tools
11

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#6325of 11,06585places down24h330places down7d
#3,982#4,621#5,260#5,899#6,538Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Rank by trending score

#2582of 4,15614places up24h—7d
#2,506#2,735#2,964#3,193Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Popularity score

4,087024h+2807d
3,5353,6863,8373,988Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Trending score

12,973024h—7d
4,0356,4738,91111,349Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Data analytics2,521st of 3,994 by popularity · 1,015th of 1,693 by trending score
Order by

All 4,020 Data analytics connectors

Productivity3,408th of 6,074 by popularity · 1,395th of 2,231 by trending scoreAll 6,129 Productivity connectors
Financial services902nd of 1,486 by popularity · 421st of 613 by trending scoreAll 1,495 Financial services connectors

Also on other marketplaces

Screenshots

  • Candor Finance screenshot
  • Candor Finance screenshot
  • Candor Finance screenshot

Example prompts

  • “Show my net position and accounts for June through August 2026.”
  • “Show my cash flow for June through August 2026.”
  • “Show my spending by category for June through August 2026.”

Install

claude plugin marketplace add candorsystems/candor-finance && claude plugin install candor-finance@candor

Tools

  • candor_changes
  • candor_configure_overview
  • candor_connections
  • candor_get
  • candor_open
  • candor_preview
  • candor_query
  • candor_schema
  • candor_snapshot
  • candor_visualize
  • candor_write
Categories
Made by
Candor · Website
Sign-in
Required
Connector URL
https://api.candor.money/mcp
Transport
Streamable HTTP
Permissions
Reads the financial records, budgets, goals, notes, and history in your Candor workspace, and can refresh accounts you already connected. Saves Candor-owned records such as categories, budgets, goals, and notes. Cannot connect or remove accounts, move money, trade, pay, or change anything at your bank or broker.
Works with
Claude, Claude API, Claude Code, Claude Desktop
Handles
  • financial records
  • bank transactions
  • account balances
  • investment holdings
Added
August 21, 2026
More info
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