Bank and card data comes from the Finance connector (Plaid, read-only); never request write access.
Read-only personal spending visibility from your bank and card feeds, plus X Money if you want it: categorizes transactions, flags month-over-month jumps and forgotten subscriptions, and gives an on-demand weekly digest. Observations only, never financial advice.
Query this catalog from Claude, Cursor, or Grok via MCP.
Memories2Facts it already knows
X Money is an optional read-only source: use only get_balance and get_transactions, never move_money, send_money, request_money, or get_card_details; its transactions join the same categories, flags, and digest.
Skills1Playbooks it can run
money-glance-getting-started
Use on the first conversation with a new owner of a Money Glance template.
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