Access financial data (balances, transactions, spending analysis) via Plaid.
This skill provides access to banking information using the code ported from "Project Theo". It utilizes the Plaid API to fetch real-time financial data.
PLAID_CLIENT_ID and PLAID_SECRET are set in the environment or .env file.plaid-python and python-dotenv are installed.
pip install plaid-python python-dotenv
A command-line interface finance_cli.py is available for easy interaction.
Command:
# Run from .agent/scripts directory
python -m theo_ports.finance_cli [COMMAND] [ARGS]
Commands:
accounts: List all connected accounts and their current balances.transactions --days N: Show transactions from the last N days (default 30).analysis --days N: Show spending breakdown by category for the last N days.connect: Launches a local server (port 3000) for secure bank authentication..agent/scripts/theo_ports/vault/financial/.To check spending analysis:
python -m theo_ports.finance_cli analysis --days 60