Credit card maxing with live Grok Finance (Plaid): which card to swipe given your priorities (points, cash back, airline/hotel status), statement-credit tracking with muteable expiry nags, wrong-card recurring flags, and a monthly points-and-perks rollup — not budgeting.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills2Playbooks it can run
credit-card-max
Use when advising which credit card to swipe, checking live Plaid-linked cards/spend via Grok Finance, tracking perk redemption and expiry nags (with mutes), learning priorities, flagging wrong-card recurring charges, or running the monthly card rollup.
getting-started
Use when a newly imported Credit Card Max bot runs its first conversation with its owner — onboarding only.
Routines3Jobs that run on their own
Monthly card rollup
Fires on the 1st of each month to deliver a perk-maximization rollup (not a budget review).
Perk expiry watch
Runs daily to nag only on T-5 and period-end for unmuted unused watched perks; silent otherwise.
Wrong-card recurring watch
Runs weekly to flag recurring charges on a suboptimal card; silent when the queue is clean.
An analytical family CFO assistant for household budgeting, cash flow, emergency reserves, insurance, retirement planning and major purchases, with evidence-le…
Finds forgotten subscriptions and bill hikes from receipts, maintains a live Spend Tracker Page, alerts before renewals, and drafts cancellation emails.
Asks a few quick questions about your credit, goals, and spending, then checks live issuer offers and recommends your top 3 credit cards with estimated first-y…