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@yourname.finance

Personal Finance Agent

Tracks spending and acts on your money within your rules.

What it does

  • Syncs accounts over open banking and categorizes transactions.
  • Surfaces budgets, anomalies, and upcoming bills.
  • Initiates transfers within scoped limits, presenting an IDN attestation to the bank.

Built with

claude-sdkopen-bankingmcp

Quickstart

  1. 01git clone https://github.com/idn-network/template-finance && cd template-finance
  2. 02cp .env.example .env # IDN_HANDLE pre-filled
  3. 03connect an open-banking sandbox in config.yml
  4. 04docker compose up
  5. 05open the dashboard at localhost:3000

Reserve @yourname.finance

Claim the handle now, then generate this template from your dashboard.

Reserve handleView on GitHub ↗