Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.
Data sourced from ClawHub. View on ClawSkills
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install copilot-moneyOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install copilot-moneyβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/copilot-money/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentPlatforms
What Copilot Money Skill can do for your AI workflow
Copilot money personal finance directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
Trusted by 2,878+ developers worldwide
One-command installation β no complex setup required
Combine with other skills to build powerful multi-step AI workflows
Try these prompts with your AI agent after installing Copilot Money Skill
Help me get started with Copilot Money Skill
Explains what Copilot Money Skill does, walks through the setup, and runs a quick demo based on your current project
Use Copilot Money Skill to query Copilot Money personal finance data (accounts, transactions, ...
Invokes Copilot Money Skill with the right parameters and returns the result directly in the conversation
What can I do with Copilot Money Skill in my finance & investment workflow?
Lists the top use cases for Copilot Money Skill, with example commands for each scenario
Guides & tutorials for AI skills
10 Fresh GitHub Agent Skills Added in June 2026
A hand-checked shortlist of recently updated GitHub agent skills that were not already in our catalog, excluding marketplaces, awesome lists, managers, and generic skill directories.
The 7 AI Skills Every Software Developer Should Have Installed in 2026
After testing dozens of developer-focused AI skills, these are the seven that have proven genuinely useful across different tech stacks and workflows β not just impressive demos, but tools that hold up under daily use.
Copilot Money Skill extends your AI assistant with the ability to query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data. Rather than leaving your conversation to handle this manually, you can ask your Claude agent directly β and it will take care of the task end-to-end, using Copilot Money Skill as its underlying capability.
Copilot Money Skill works across Claude, Cursor, OpenClaw through the Model Context Protocol (MCP) β an open standard that lets AI clients share tools and skills without lock-in. Because MCP is platform-agnostic by design, you install Copilot Money Skill once and it becomes available across all your AI clients. Whether you're working in Claude for focused sessions or Cursor for integrated workflows, the skill behaves consistently.
Getting started with Copilot Money Skill takes about two minutes. Place the skill at `~/.claude/skills/copilot-money/` (personal, all projects) or `.claude/skills/copilot-money/` (project-specific), then restart your AI client. From that point, typing `/copilot-money` in any conversation activates it, or the AI will use it on its own when it detects a relevant request.
Copilot Money Skill has been installed 2,878 times, making it one of the more actively used skills in the Finance & Investment category. The install rate suggests it solves a real, recurring need rather than a niche edge case. Like all skills on DiscoverAISkills, it is free to install and use. The broader AI skills ecosystem continues to expand as developers contribute new capabilities across categories like developer tools, data analysis, writing, automation, and more.
Place the skill folder at ~/.claude/skills/copilot-money/ for personal use (all projects), or .claude/skills/copilot-money/ for project-specific use. Restart your AI client, then invoke with /copilot-money or let the AI discover it automatically.
Copilot Money Skill supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
Copilot Money Skill is free to install. Check the repository for licensing information.
Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.
moneydevkit
Accept payments on any website using moneydevkit. Use when building a site that sells something, adding a checkout/paywall, or integrating payments into a Ne...
Money
Personal finance guidance with practical rules for saving, investing, and avoiding common traps.
Copilot
Transform your agent from chatbot to copilot with context persistence, proactive anticipation, and opinionated help across sessions.
Automate my finance & investment tasks using Copilot Money Skill
Identifies repetitive steps in your workflow and sets up Copilot Money Skill to handle them automatically
Copilot Money Skill is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.
CopilotKit React Best Practices
CopilotKit React best practices for agentic applications. Use when writing, reviewing, or refactoring React code that uses CopilotKit hooks (useAgent, useFro...