Your financial workspace
Tell your AI what you want with your money, like paying off the cards, buying a home, or working four days a week, even if you haven't worked it out yet. With Candor, your AI works from your real bank, card, loan, and investment accounts and sets up the plan with you: goals with a target, a date, and a monthly amount, a budget that pays for them, and every charge in the right category. More
MCP connector Server URL https://api.candor.money/mcpCopy Login OAuth Tools Changes data8 changes get open preview query schema snapshot visualize
Deletes or can't be undone3 configure_ connections write
Skills 10 in the ChatGPT listing
Candor add records Adds financial records the bank connection does not supply to Candor: statements, CSV exports, screenshots of balances or holdings, manual accounts such as cash or an account elsewhere, single transactions, card or loan terms from a statement, and property values. Candor budget Shows where the person's money goes from their real records and saves a budget they can hold to, built from what they actually spend and fit to what they say, then keeps it current. Candor finance Opens the person's Candor workspace, says where their money stands, and routes to the right Candor workflow. Candor find money Finds money the person is losing or is owed, gets it back with their okay, and has Candor watch the records until it lands. Candor full checkup Runs an adviser-style review of the person's whole financial life from their Candor records, covering spending leaks, debt and credit, cash and reserves, goals and budget, investments and retirement, benefits, and insurance, and ends with the one to three things most worth doing. Candor get started Runs the first conversation after the person connects Candor: a first look at their money from the real records, what is worth a closer look, and what they want, saved in their words, so the next conversation starts from a plan. Candor plan a goal Turns what the person wants from their money into a plan Candor tracks: goals with a measure, a pace, and a next step, plus the budget that pays for them, with a straight answer on what works and what does not yet. Candor sort transactions Makes the person's records read right: fixes categories, splits mixed purchases, writes rules so a merchant always means the same thing, tags money a goal tracks, and curates which charges repeat. Candor tax prep Gathers a tax year's records into a packet for the person's preparer or tax software: candidate records grouped and tagged, gaps and missing receipts listed, and the questions a preparer will ask. Candor weekly check in Runs a returning check-in on the person's money: what changed since last time, how each goal moved, notes and watches that came due, and each area Candor's weekly review raised, looked into and recorded. 
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