View SoFi accounts, check high-yield savings, monitor loans, and track investment portfolio
Enables Claude to access SoFi to view banking, investing, and loan accounts, check high-yield savings rates, monitor loan payments, and track SoFi Invest portfolio.
curl -sSL https://canifi.com/skills/sofi/install.sh | bash
Or manually:
cp -r skills/sofi ~/.canifi/skills/
Configure via canifi-env:
# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash
canifi-env set SOFI_EMAIL "[email protected]"
Your credentials, your choice. Canifi LifeOS respects your privacy.
If you prefer not to share credentials with Claude Code:
If you're comfortable sharing credentials, you can store them locally:
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
User: "What's in my SoFi accounts?"
Claude: I'll check your SoFi dashboard.
- Opens sofi.com via Playwright MCP
- Logs into account
- Returns account summary:
- SoFi Checking: $5,678.90 (direct deposit active)
- SoFi Savings: $25,000.00 (4.50% APY)
- SoFi Invest: $12,345.67
- Student Loan: $45,678 remaining
- Total assets: $43,024.57
- SoFi points: 12,500
User: "How's my SoFi Invest doing?"
Claude: I'll check your investment account.
- Navigates to SoFi Invest
- Portfolio value: $12,345.67
- Today: +$89.45 (+0.73%)
- Holdings:
- Active Invest: $8,000 (self-managed)
- Automated: $4,345 (robo-managed)
- Crypto: $567.89 in Bitcoin
- IPO access: Eligible
User: "What's my student loan balance?"
Claude: I'll check your loan details.
- Navigates to Loans section
- Student Loan Refinance:
- Balance: $45,678.90
- Interest rate: 4.99% fixed
- Monthly payment: $567
- Next payment: Jan 15
- Months remaining: 96
- Autopay discount: Active (-0.25%)
After each interaction:
Suggest updates when: