Use Case
Stop doing repetitive finance & investment tasks manually. Copilot Money Mac lets your AI agent handle them automatically through natural conversation. Query and analyze personal finance data from the Copilot Money Mac app. Use when the user asks about their spending, transactions, account balances, budgets,... This guide shows practical examples of using Copilot Money Mac to automate common finance & investment workflows and save hours every week.
Install Copilot Money Mac: npx clawhub@latest --dir ~/.claude/skills install copilot-money-mac
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Copilot Money Mac will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Copilot Money Mac
Automate my finance & investment tasks using Copilot Money Mac
What repetitive tasks can Copilot Money Mac handle for me?
Set up a workflow that runs Copilot Money Mac every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install copilot-money-macOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install copilot-money-macβ 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-mac/π‘Extract and place the folder at the path above, then restart your agent.