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Expense Tracker

Connect your bank or credit card via MCP and this skill automatically retrieves your transactions, categorizes them intelligently, flags anomalies, and produces a clean monthly spending report. Understand exactly where your money goes — by category, merchant, and trend — without manual data entry.

First-party, by Skills and Agents Co

March 30, 2026

Install

MCP-powered — requires setup

This skill uses external tools via the Model Context Protocol. You'll need to configure the following MCPs before installing.

Setup steps

  1. Set up each required MCP using the configs below
  2. Download the skill file below
  3. Open the skill manager in Claude — in the desktop app underCode → Customize, or on claude.ai underCustomize → Skills
  4. Click Create a new skill (use + on claude.ai) and upload the downloaded file
  5. Start a new session — your MCPs and skill will both be active
  6. Use a trigger phrase to activate
The skill file
Download

Required MCPs

Plaid MCP

Connects to bank accounts and credit cards to retrieve transaction data

View config snippet
{
  "mcpServers": {
    "plaid": {
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/server-plaid"],
      "env": {
        "PLAID_CLIENT_ID": "your_client_id",
        "PLAID_SECRET": "your_secret",
        "PLAID_ENV": "sandbox"
      }
    }
  }
}