Could a Claude Code routine watch my finances?
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Could a Claude Code routine watch my finances?
1–10 of 141 posts
Re: Could a Claude Code routine watch my finances?
#2I'm curious how reasonable it would be for a person, rather than a company, to have a plaid sub.
Re: Could a Claude Code routine watch my finances?
#3I'm surprised y'all stopped at the personal finance layer. I've been thinking for awhile that LLMs would be really effective as personal financial advisers, and this kind of hookup (plus I guess another one for investment accounts?) seems like all that's needed to bootstrap reasoning.
Re: Could a Claude Code routine watch my finances?
#4I'm surprised y'all stopped at the personal finance layer. I've been thinking for awhile that LLMs would be really effective as personal financial advisers, and this kind of hookup (plus I guess another one for investment accounts?) seems like all that's needed to bootstrap reasoning.
Yup! Actually starting to experiment with that now.
Just this morning, we stood up a demo email agent (basically, email back and forth with Claude with our MCP server connected, providing the data) and it's strangely comforting to chat with it. There's something about the medium of email and how it just works because that's where you're already used to talking with your financial advisor.
There's a lot of nuance in how it's built though, and everyone has different preferences, so to start with the focus is really on building an agent-friendly MCP.
Re: Could a Claude Code routine watch my finances?
#5I'm curious how reasonable it would be for a person, rather than a company, to have a plaid sub.
I reached out to them a couple years ago with this exact question and was told flat-out no. You might be able to sneak around it with an LLC but I think they also require you to have a public website for a plausibly banking-related business, which altogether seemed like too much effort to fake for what I wanted out of it.
Re: Could a Claude Code routine watch my finances?
#6I'm curious how reasonable it would be for a person, rather than a company, to have a plaid sub.
I think it's rather hard because of their security & contractual requirements -- we had to sign a contract with them, go through security review, and so on.
Re: Could a Claude Code routine watch my finances?
#7What does the Plaid integration look like? What is your approach for accounts or assets that can’t be connected with Plaid?
Re: Could a Claude Code routine watch my finances?
#8I'm surprised y'all stopped at the personal finance layer. I've been thinking for awhile that LLMs would be really effective as personal financial advisers, and this kind of hookup (plus I guess another one for investment accounts?) seems like all that's needed to bootstrap reasoning.
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Re: Could a Claude Code routine watch my finances?
#9I'm surprised y'all stopped at the personal finance layer. I've been thinking for awhile that LLMs would be really effective as personal financial advisers, and this kind of hookup (plus I guess another one for investment accounts?) seems like all that's needed to bootstrap reasoning.
Yup! Actually starting to experiment with that now. Just this morning, we stood up a demo email agent (basically, email back and forth with Claude with our MCP server connected, providing the data) and it's strangely comforting to chat with it. There's something about the medium of email and how it just works because that's where you're already used to talking with your financial advisor. There's a lot of nuance in h…
A company Maybe.co recently shut down trying to do this exact same thing and couldn't make the economics work.
Re: Could a Claude Code routine watch my finances?
#10What does the Plaid integration look like? What is your approach for accounts or assets that can’t be connected with Plaid?
It's pretty straightforward! There's a widget in the app that you auth through, and then you give consent for the data pull through Plaid. This authorizes the connection, and then webhooks come in going forward as data changes.
For the non-Plaid assets eg., home, car, etc., we just added custom asset MCP tools so you can manually add those and they're included in your computed net worth.