Use Case
Stop doing repetitive finance & investment tasks manually. Copilot Money Skill lets your AI agent handle them automatically through natural conversation. 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 shows practical examples of using Copilot Money Skill to automate common finance & investment workflows and save hours every week.
Install Copilot Money Skill: npx clawhub@latest --dir ~/.claude/skills install copilot-money
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Copilot Money Skill 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 Skill
Automate my finance & investment tasks using Copilot Money Skill
What repetitive tasks can Copilot Money Skill handle for me?
Set up a workflow that runs Copilot Money Skill every morning
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.