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Connect bank accounts to retrieve balances and transactions for financial workflows.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "simplefin" yet — see the docs or source repo.
Connect to my SimpleFIN bank accounts and list the current balance, account name, and account type for each account.
A list of bank accounts with their names, types, and current balances.
Fetch all my bank transactions from the last 30 days, sorted by date descending, including amount, merchant, and account name.
A detailed list of the last 30 days of transactions for review and spending analysis.
Read my bank transactions for this month and summarize expenses and income separately, including total expenses, total income, and net cash flow.
A monthly summary of income, expenses, and net cash flow.
Query bank accounts, credit cards, and transactions through Sophtron's financial data API.
Access bank and investment accounts via Plaid for read-only transaction analysis.
Connect Banco Sofisa to AI for balances, statements, cards, and investments.
Connect bank accounts in chat and query accounts, owners, and transactions persistently.
Connect Israeli bank data to AI for transaction analysis and financial insights.
Connect Santander banking data to AI for balances, statements, cards, and investments.