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Sync data

Skill weklund/fiduciary/.claude/skills/sync-data

A personal financial advisor that runs locally. Plaid CLI + SQLite + Claude Code skills. Fiduciary-grade advice grounded in your real data.

Install
npx -y skills add weklund/fiduciary --skill sync-data

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What its author says it does

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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

0.7 KB, as published. Nobody here has run it

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:

  1. brew install plaid/plaid-cli/plaid
  2. plaid login (or plaid register for new accounts)
  3. plaid link (to connect bank accounts)

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