About FYN
FYN is an AI agent skill for accessing personal financial data through FYN. It supports people who want an agent to review transactions, balances, budgets, and financial insights; receipt search and affordability checks are Pro features.
Key features
- 01Query transactions and spending patterns
- 02Check balances and net worth
- 03Review budgets and subscriptions
- 04Get briefings, alerts, and health scores
- 05Search receipts and check affordability with Pro
Use cases
- 01Ask an agent for monthly grocery spending
- 02Check whether any categories are over budget
- 03Review net worth and account balances
- 04Search receipt items or assess a purchase with Pro
MCP support
The input describes an agent skill that accesses FYN through HTTP tools; it does not specify an MCP server or MCP integration.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.fyn.fyiclaude mcp add --transport http fyi-fyn-finance https://mcp.fyn.fyi{"mcpServers":{"fyi-fyn-finance":{"type":"http","url":"https://mcp.fyn.fyi"}}}Open in Cursor{"servers":{"fyi-fyn-finance":{"type":"http","url":"https://mcp.fyn.fyi"}}}Open in VS Code{"mcpServers":{"fyi-fyn-finance":{"type":"http","url":"https://mcp.fyn.fyi"}}}{"mcpServers":{"fyi-fyn-finance":{"serverUrl":"https://mcp.fyn.fyi"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
https://mcp.fyn.fyihttps://api.fyn.fyi/v1/mcpTools
Details
From the project READMEFYN Finance Agent Skill
The official AI agent skill for FYN — personal finance with bank syncing, receipt AI, and spending intelligence.
What is this?
This is a ClawHub skill package that lets any AI agent (OpenClaw, Clank, or any agent with HTTP tools) access your personal financial data through FYN.
Your agent can:
- Query bank transactions and spending patterns
- Check account balances and net worth
- Monitor budgets and subscriptions
- Get daily briefings, alerts, and financial health scores
- Ask natural language questions about your finances
- Search receipts with AI (Pro)
- Check affordability of purchases (Pro)
Install
clawhub install fyn-finance
Or manually: copy SKILL.md into your agent's skill directory.
Quick Start
- Sign up at fyn.fyi (free)
- Connect your bank accounts via Plaid
- Generate an API key at Settings > Agent Access
- Set
FYN_API_KEYin your agent's environment
export FYN_API_KEY=fyn_ak_your_key_here
- Ask your agent about your finances:
"How much did I spend on groceries this month?" "What's my net worth?" "Am I over budget on anything?"
API Endpoints
All endpoints use https://api.fyn.fyi/v1/agent as the base URL.
Free Tier
| Endpoint | Method | Description |
|---|---|---|
/transactions/recent | GET | Recent transactions |
/transactions/sum | POST | Total spending for a period |
/spending/breakdown | POST | Spending by category/merchant |
/spending/compare | POST | Compare two time periods |
/spending/discretionary | POST | Discretionary vs. essential |
/accounts/balances | GET | All account balances |
/accounts/balance | GET | Single account balance |
/accounts/net-worth | GET | Net worth |
/budget/status | GET | Budget status |
/budget/over | GET | Over-budget categories |
/subscriptions | GET | Detected subscriptions |
/subscriptions/total | GET | Total subscription cost |
/cashflow | GET | Cash flow summary |
/cashflow/savings-rate | GET | Savings rate |
/portfolio | GET | Portfolio summary |
/holdings | GET | Individual holdings |
/insights/daily | GET | Daily financial briefing |
/insights/alerts | GET | Active anomalies & warnings |
/insights/opportunities | GET | Money-saving suggestions |
/insights/weekly | GET | Weekly financial recap |
/insights/health | GET | Financial health score (0-100) |
/insights/ask | POST | Natural language insight query |
Pro Tier ($9.99/mo)
| Endpoint | Method | Description |
|---|---|---|
/receipts/search | POST | Search receipt line items |
/receipts/rag | POST | Chat with receipts (RAG) |
/affordability | POST | Affordability check |
Rate Limits
| Plan | Daily Calls | Receipt RAG Queries |
|---|---|---|
| Free | 50 | 10 |
| Pro | 2,000 | 500 |
Examples
See the examples/ directory:
- basic-query.md — Transactions, spending breakdown, balances
- receipt-search.md — Receipt AI search and RAG
- budget-check.md — Budgets, affordability, subscriptions
Authentication
All requests require an API key:
Authorization: Bearer fyn_ak_your_key_here
Generate keys at fyn.fyi/settings/agent-access.
Links
- FYN Homepage
- Agent Landing Page
- API Documentation
- SKILL.md — Full skill definition
License
MIT
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.