Copilot Money Skill

A Claude Code plugin for querying personal finance data from the Copilot Money Mac app.

Install

As a Claude Code plugin (recommended)

claude plugin install copilot-money --source github:chardigio/copilot-money-skill

Manual install

Copy the skill to your Claude Code skills directory:

mkdir -p ~/.claude/skills/copilot-money
curl -sL https://raw.githubusercontent.com/chardigio/copilot-money-skill/main/skills/copilot-money/SKILL.md \
  -o ~/.claude/skills/copilot-money/SKILL.md

What It Does

This skill enables Claude to access and analyze your financial data stored locally by Copilot Money, including:

• Transaction history and spending patterns
• Account balances over time
• Category-based expense analysis
• Recurring transaction definitions (rent, subscriptions, etc.)
• Budget amounts and investment data

Requirements

• macOS with Copilot Money app installed
• Copilot Money must have synced data locally (the app stores data in SQLite and Firestore LevelDB cache)

Example Uses

• "How much did I spend on restaurants last month?"
• "Show me my largest transactions this year"
• "What's my monthly spending trend?"
• "Find all Amazon purchases"

Privacy

All data stays local - this skill queries the local databases directly on your Mac. No data is sent to external services.

License

MIT