maybe-finance

The Maybe Finance skill provides a comprehensive interface for the open-source Maybe Finance OS, allowing agents to manage personal financial data directly through command-line or programmatic interactions. It is designed for users who self-host the Maybe Finance platform and wish to automate their accounting workflows, financial health tracking, and spending analysis. By acting as an bridge between your AI agent and your self-hosted Maybe instance, this skill removes the friction of manual data entry and repetitive dashboard checks.

• Transaction Management: Seamlessly list, add, and categorize income and expenses. Supports complex searching by category and date ranges to identify spending patterns.

• Budget Analysis: Provides real-time access to current monthly budgets, detailed spending analysis by category, and multi-month comparison reports to track financial discipline.

• Account & Asset Tracking: Allows for the synchronization and updating of bank accounts, investment portfolios, and liability data, ensuring your net worth calculations are always up-to-date.

• Financial Reporting: Generates high-level cash flow reports and year-end summaries to assist with tax preparation and long-term financial planning.

• API-Driven Automation: Built upon the Maybe Finance API, enabling easy integration with external tools like CSV importers or automated cron-based alerting systems.

• Prerequisites: Requires a self-hosted Maybe Finance instance running via Docker and an active API token generated from the platform's settings.

• Configuration: Environment variables such as MAYBE_API_URL and MAYBE_API_TOKEN must be configured within the OpenClaw environment for secure connectivity.

• Security: Users should ensure their API tokens are managed via secure credential storage and that the self-hosted instance is deployed within a protected network environment.

• Data Integrity: Because this skill performs write operations, verify input amounts and transaction types before execution to ensure accurate records.