Copilot Money

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Finance & Trading AI Custom AI

About this Tool

Copilot Money

AI money tracker with smart categorization and insights

Copilot is a smart money tracker that uses AI to categorize transactions, track subscriptions, and provide real-time spending insights. Beautiful design with powerful automation.

Pros & Cons

✓ Pros

✓AI Transaction Categorization
✓Net Worth Tracking

✗ Cons

✗No free plan — paid tiers only
✗No native Android app

Key Features

🤖

AI Transaction Categorization

💳

Subscription Tracking

📊

Spending Insights

🔧

Budget Goals

🔧

Net Worth Tracking

🔔

Bill Reminders

📋 Scripts & Prompts for Copilot Money +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Copilot Money +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

osaurus

Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev

Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.

GitHub

🔌

Plaid MCP Server

Medium 📱 macos, linux, windows

MCP server exposing Plaid banking and financial-account APIs.

🔓 Sign Up Free to Install

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Brex MCP Server

Medium 📱 macos, linux, windows

MCP for Brex corporate cards and expense data.

🔓 Sign Up Free to Install

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Alpaca MCP Server

Medium 📱 macos, linux, windows

MCP for Alpaca brokerage trading and market data.

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🤖 AI Agents for Copilot Money +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🔗 LANGCHAIN

LangChain Earnings-Call Analyzer

⚡ Event

LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.

https://github.com/langchain-ai/langchain

⬇ Import Agent Docs

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Sub-agent: Tax-Loss Harvester

▶ On-demand

Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.

https://github.com/anthropics/claude-code

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

AlphaSense Claude Agent

▶ On-demand

Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →