Sync data
A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.
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Sync fresh financial data from Plaid. Use when the user asks to refresh data, pull latest transactions, update balances, or before running any analysis on data that might be stale (more than a day old).
SKILL.md
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Instructions
Run the sync script to pull fresh data from all linked Plaid accounts:
bash scripts/sync.sh
After syncing, confirm what was updated and note the date. If the sync fails because Plaid CLI is not installed or not logged in, tell the user the setup steps:
brew install plaid/plaid-cli/plaidplaid login(orplaid registerfor new accounts)plaid link(to connect bank accounts)