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. Currently non-functional: neither of Plaid's two MCP servers exposes transaction, account, or ownership data, so this skill cannot retrieve transactions as described until a connector that does exists.
First-party, by Skills and Agents Co
March 30, 2026
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
- Set up each required MCP using the configs below
- Download the skill file below
- Open the skill manager in Claude — in the desktop app underCode → Customize, or on claude.ai underCustomize → Skills
- Click Create a new skill (use + on claude.ai) and upload the downloaded file
- Start a new session — your MCPs and skill will both be active
- Use a trigger phrase to activate
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- In ChatGPT, create a Project and attach the file (or paste its contents into the project instructions). For a reusable setup, build a Custom GPT via Explore GPTs → Create and add the file there
- Start a chat in that Project or GPT, then say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.cursor/skills/expense-tracker/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/expense-tracker/SKILL.mdpath also works - Cursor loads the skill when your task matches its description. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.github/skills/expense-tracker/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Copilot loads the skill when it is relevant to your task. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.agents/skills/expense-tracker/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Codex loads the skill when your task matches, or invoke it explicitly with
/skills. Say a trigger phrase to activate it
A Gem can't connect to an MCP, so it can't run this skill. This skill needs Plaid MCP.
Use the instead.
Required MCPs
No install snippet: neither of Plaid's two MCP servers retrieves bank account or transaction data, so this dependency cannot back this skill as described. See the connector page.
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