Finance

finances-snapshot - Claude MCP Skill

Capture current financial state into the append-only ledger at ~/Documents/finances/. Updates prices (BTC, gold, silver), reads current balance sheet CSVs, and appends a timestamped snapshot to data/snapshots.jsonl and data/liabilities.jsonl. Use when: updating financial records, after exporting new balance sheets, weekly or monthly financial check-ins, tracking net worth. Keywords: net worth, balance sheet, snapshot, financial update, update finances, capture finances, record net worth.

SEO Guide: Enhance your AI agent with the finances-snapshot tool. This Model Context Protocol (MCP) server allows Claude Desktop and other LLMs to capture current financial state into the append-only ledger at ~/documents/finances/. updates prices... Download and configure this skill to unlock new capabilities for your AI workflow.

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Python

View on GitHub🔗 Claude Servers

Documentation

SKILL.md

# finances-snapshot

Capture current financial state and update prices.

## Steps

1. Fetch latest prices:
   ```bash
   cd ~/Documents/finances && uv run python scripts/fetch_prices.py
   ```
2. If balance sheet CSVs are stale: ask user to export fresh ones from Copilot Money and drop them in ~/Documents/finances/
3. Capture snapshot:
   ```bash
   uv run python scripts/snapshot.py
   ```

## What Gets Updated

- `data/prices/btc.jsonl` — latest BTC price from CoinGecko
- `data/prices/gold.jsonl` — gold spot via yfinance (GC=F)
- `data/prices/silver.jsonl` — silver spot via yfinance (SI=F)
- `data/snapshots.jsonl` — new net worth entry (assets, liabilities, BTC, breakdown)
- `data/liabilities.jsonl` — current liability balances with APRs

## Idempotent

Running twice on the same day is safe — snapshot.py skips if today already exists.

Signals

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Information

Repository: phrazzld/claude-config
Author: phrazzld
Last Sync: 3/2/2026
Repo Updated: 3/1/2026
Created: 2/23/2026

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