# financial-agent

> Use this tool when you need to manage personal finances effectively, as it provides deterministic cash-flow projection, detects financial drift, and reconciles transactions, all while integrating with Todoist and storing data in a local SQLite database. It solves problems related to financial planning, budgeting, and task management, offering a reliable interface for inputs and outputs. Ideal for use in applications requiring accurate financial tracking and automation.

Canonical page: https://skillsregistry.net/skills/albeorla-personal-finance-agent  
JSON: https://api.skillsregistry.net/v1/skills/albeorla-personal-finance-agent

## Description

Enables AI agents to manage personal finances with deterministic, grounded tools for cash-flow projection, drift detection, reconciliation, and Todoist integration. All figures trace back to a local SQLite database.

## Trust

- **Trust score (0–1):** 0.00
- **Verification tier:** scanned
- **Last scanned:** 2026-09-03

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** database
- **Updated:** 2026-09-03

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/o6m8vunzye)
- **Repository:** <https://github.com/albeorla/personal-finance-agent>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "albeorla-personal-finance-agent"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/albeorla-personal-finance-agent` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/albeorla-personal-finance-agent/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt