1. Habit
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  3. Financial Insights skill
stripe · 18K installs

Financial Insights skill
Runs by itself, every Monday morning.

A weekly answer about your spending.

Install the Financial Insights skill and make it a habit: follow https://gethabit.dev/skills/stripe/financial-insights.md

  1. 1Copy
  2. 2Paste into Claude Code, Codex or Cursor
  3. 3It runs by itself

18K installs867 starsMIT licenceSource on GitHub ↗

Financial Insights

by stripe · 18K installs

The skill

The financial insights skill reads a user's Link transactions, balances, connected sources and precomputed insights to answer read-only questions about spending, available funds, connected accounts and account activity.

Only when you ask.

The habit

A weekly answer about your spending.

↻ Runs by itselfevery Monday morning

How the habit works.
You don't have to.

Three questionsWhen does it start? How does it check its work? What does it remember?

One run, step by step.
Then it stops.

Stop ruleStops after one weekly summary; a pending insight is not called again in the same run.

  1. 01

    Check access

    If access is denied, the agent says what it could not read and stops without retrying.

  2. 02

    Pick the tools

    It uses list_transactions, list_balances and list_sources only as far as the question needs.

  3. 03

    Page through

    It follows starting_after with the same filters until has_more is false.

  4. 04

    Read insights

    It calls list_available_insight_types, then list_insights with only the IDs it needs.

  5. 05

    Format amounts

    It converts minor units with the ISO 4217 exponent and keeps each currency apart.

  6. 06

    Write the answer

    The answer comes first, then the period, the sources and limits such as stale balances or pending activity.

What it may do.
Nothing more.

Safe by defaultIt writes only in its own folder and asks you before anything goes out.

Is it for you?
Use it when it fits.

Quick checkRead both lists. If the left one sounds like you, the Financial Insights skill helps.

Use it when

  • ✓ Checking a balance or available funds
  • ✓ Summarizing spending for a period
  • ✓ Listing connected accounts

Skip it when

  • – Making a purchase or payment
  • – Changing a connected source

Questions

Financial Insights skill, answered.

Can the loop move money?

No. The skill is read-only. Purchases and payment credentials belong to the separate create-payment-credential skill.

What if a permission is missing?

The summary says which access is missing and continues without that data. It never asks for tokens in chat.

Is no data the same as no spending?

No. An empty result only means nothing was available for those filters and that access.

How do I install the Financial Insights skill?

Copy the prompt at the top into your agent. It installs the skill from stripe/link-cli and sets up the habit. Or run npx skills add stripe/link-cli --skill financial-insights.

Is the Financial Insights skill free?

Yes. It is published under MIT. Habit is free too.

Financial Insights. Now as a habit.

Install the Financial Insights skill and make it a habit: follow https://gethabit.dev/skills/stripe/financial-insights.md

  • Free
  • No account
  • Undo in one line

All stripe skills →More notes skills →

Works in

  • Claude Code
  • Codex
  • Cursor
  • ChatGPT
  • Claude app

Made by stripe, published under MIT. Habit links to the original and never changes it. Is this your skill?

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