cjpatten

canadian-finance-planner-skill

Name: cjpatten/canadian-finance-planner-skill
Rating: 5 (12 reviews)
Author: cjpatten

A Claude skill that turns Claude into your personal financial planner — built specifically for Canadians. Interviews, budgets, action plans, interactive dashboards, and ongoing coaching.

Skills12 stars1 forks● HTMLMITUpdated 1mo ago

ClaudeWave Trust Score

82/100

✓ Trusted

Passed

✓Open-source license (MIT)
✓Recently active
✓Clear description
✓Topics declared

Last scanned: 4/14/2026

Install in Claude Desktop

Method detected: Manual

{
  "mcpServers": {
    "canadian-finance-planner-skill": {
      "command": "node",
      "args": ["/path/to/canadian-finance-planner-skill/dist/index.js"]
    }
  }
}

1. Copy the snippet above.

2. Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (Mac) or %APPDATA%\Claude\claude_desktop_config.json (Windows).

3. Replace any <placeholder> values with your API keys or paths.

4. Restart Claude Desktop. The MCP server appears automatically.

💡 Clone https://github.com/cjpatten/canadian-finance-planner-skill and follow its README for install instructions.

About

Skills overview

README preview not available. Visit the repo on GitHub for full documentation.

Topics

budgetingcanadaclaude-aiclaude-codeclaude-code-skillclaude-skillclaude-skillsfinancial-planningpersonal-financeskill-md

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