Track personal spending and categorize transactions
cashflowpluginsetup L2★3,035
davepoon/buildwithclaude ↗What it does
Query spending and categorize transactions via OAuth
Best for
Personal finance agents that need live transaction data and recurring bill tracking without maintaining proprietary integrations with each bank.
Inputs
- · bank account credentials (Plaid OAuth)
- · time range for query
- · category filter (optional)
Outputs
- · transaction list with categorization
- · recurring bill summary
- · financial recap summary
Requires
- · Plaid API
- · OAuth authentication
Preconditions
- · bank accounts supported by Plaid
- · Plaid API key configured
- · OAuth token obtained
Failure modes
- · Plaid connection drops — transactions cached until reconnect
- · categorization rules don't match user's schema — manual override needed
- · bank updates delayed — recap reflects stale state
Trust signals
- · Plaid (industry standard for bank connectivity)
- · OAuth (no plaintext credentials)
- · MCP tools (stateless queries)