← Skills

/sync-finance

Balances, transactions, and spending breakdowns.

What it does

Pulls financial data from your connected accounts — business banking, personal finances, or both — and writes a summary to work/financials.md. Includes total balances, recent transactions, and monthly spending breakdowns.

Connections used

Mercury Copilot Money Projector

Setup

  1. Mercury (business banking): connect at claude.ai/settings/connectors
  2. Copilot Money (personal finance): install npm install -g copilot-money-mcp
  3. Paste this into Claude Code:
Set up a /sync-finance skill for my Patina that pulls transaction data and account balances from my connected financial tools (Mercury MCP for business, Copilot Money MCP for personal) and writes a summary to work/financials.md. Include total balances, recent transactions, and monthly spending breakdown. Set up whichever tools I have connected.

How it works

  1. Connects to Mercury for business account balances and transactions
  2. Connects to Copilot Money for personal account balances, budgets, and goals
  3. Pulls client revenue data from Projector (contracts and invoices)
  4. Writes a consolidated summary to work/financials.md