Skill: eladrave/simplefin (version 1.0.2)

--- name: simplefin description: Connects to bank accounts and fetches financial transactions via the SimpleFIN API. Use when the user wants to check bank balances, review recent transactions, track expenses, or connect to a new bank account using SimpleFIN. It automatically guides the user through the Setup Token claim process if they haven't connected before. --- # SimpleFIN Bank Connection Skill ## Overview The `simplefin` skill allows you to connect to the user's bank accounts to retrieve account balances and transaction history using the SimpleFIN Bridge API. ## Setup & Authentication (Always do this first!) Before you can fetch any data, you need the user's **SimpleFIN Access URL**. 1. **Check if you have it:** Look for a stored URL in the workspace at `memory/simplefin_url.txt` or in the environment variables (e.g., `openclaw.json` under `SIMPLEFIN_ACCESS_URL`). 2. **Prompt the user if missing:** If you don't have the Access URL, you **must** ask the user for a **Setup Token**. - **Instruction to provide to the user:** "To get started, I need a SimpleFIN Setup Token. If you don't have one yet, here's how to get it: 1. Go to [SimpleFIN Bridge](https://bridge.simplefin.org/) and sign up. 2. Connect your bank accounts. 3. Generate a **Setup Token** (a long string of characters). Please paste that Setup Token here so I can connect!" 3. **Claim the Token:** Once the user provides the Setup Token, use the script to claim it and get the Access URL: ```bash node scripts/simplefin_api.js claim "THE_SETUP_TOKEN_HERE" ``` *The script will output the true Access URL (`[REDACTED_SECRET]`).* 4. **Save it:** Save the Access URL to `memory/simplefin_url.txt` so the user doesn't have to provide it again in the future. **The Setup Token is single-use and cannot be used again.** ## Fetching Data Use the provided Node.js script `scripts/simplefin_api.js` to interact with the API. It requires the `access_url` as the first argument. ### 1. List Accounts & Balances To view all connected bank accounts and their current balances: ```bash node scripts/simplefin_api.js "https://username:[REDACTED_SECRET]/simplefin" accounts ``` *This will output a JSON array of accounts, including their IDs, names, currencies, and balances.* ### 2. List Transactions To retrieve the transaction history across accounts: ```bash node scripts/simplefin_api.js "https://username:[REDACTED_SECRET]/simplefin" transactions [options] ``` **Options:** - `--start-date YYYY-MM-DD`: Filter transactions on or after this date. - `--end-date YYYY-MM-DD`: Filter transactions on or before this date. - `--account "Account Name or ID"`: Filter transactions for a specific account. **Example: Fetching transactions for March 2026** ```bash node scripts/simplefin_api.js "https://username:[REDACTED_SECRET]/simplefin" transactions --start-date 2026-03-01 --end-date 2026-03-31 ``` ## Processing Output - Always format financial data clearly for the user (e.g., Markdown tables or bulleted lists). - If the API returns an authentication error, remind the user that their SimpleFIN token might have expired or been revoked, and ask them to generate a new Setup Token. ## References If you need to make changes to the SimpleFIN integration, look up error schemas, or review API limits, consult the developer guide: - See [developer_guide.md](references/developer_guide.md) for the SimpleFIN setup token flow and API documentation.


Security scan verdicts — ClawScan: suspicious | static analysis: suspicious | VirusTotal: clean | SkillSpector: suspicious (MEDIUM)