Use Case
Copilot Money Skill is a powerful AI agent skill that extends your assistant with new capabilities. 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. This guide walks you through installing Copilot Money Skill, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install Copilot Money Skill: npx clawhub@latest --dir ~/.claude/skills install copilot-money
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to finance & investment to trigger Copilot Money Skill
Review the output and refine your prompt for better results
Combine Copilot Money Skill with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing Copilot Money Skill
Help me get started with Copilot Money Skill
What can Copilot Money Skill do for my finance & investment workflow?
Show me an example of using Copilot Money Skill
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.