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Candor Finance

Claude connectorCommunity

Your financial workspace

View in Claude directory
Tools
11

exposed by this connector

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3,170—24h—7d

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Data analytics1,075th of 1,233 by popularity · not ranked by trending score
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Financial services377th of 404 by popularity · not ranked by trending score
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Also on other marketplaces

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.

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