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@Work:Your AI Wealth Assistant

@Work:Your AI Wealth Assistant

Finance & Trading
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About this Tool

@Work:Your AI Wealth Assistant

📋 Scripts & Prompts for @Work:Your AI Wealth Assistant +

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 @Work:Your AI Wealth Assistant +

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

🔌
AbdelStark/bitcoin-mcp
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
₿ A Model Context Protocol (MCP) server that enables AI models to interact with Bitcoin, allowing them to generate keys, validate addresses, decode transactions, query the blockchain, and more.
GitHub
🔌
Ramp MCP Server
Medium 📱 macos, linux, windows
MCP for Ramp corporate cards and spend management.
🔓 Sign Up Free to Install
🔌
Plaid MCP Server
Medium 📱 macos, linux, windows
MCP server exposing Plaid banking and financial-account APIs.
🔓 Sign Up Free to Install
🔌
Brex MCP Server
Medium 📱 macos, linux, windows
MCP for Brex corporate cards and expense data.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for @Work:Your AI Wealth Assistant +

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

🤖 CREWAI
CrewAI Crypto Treasury Manager
⏰ Scheduled
CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.
https://github.com/crewAIInc/crewAI-examples
⬇ Import Agent Docs
🔗 LANGCHAIN
LangChain Receipt Categorizer
⚡ Event
LangChain pipeline using a vision model for OCR and a structured-output step to map line items to a configured chart of accounts, then post via QBO or Xero API.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🌊 FLOWISE
Flowise Invoice Reconciliation Agent
⏰ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Code SEC Filing Watcher
⏰ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Finance & Trading

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