Could a Claude Code routine watch my finances?
6 hours ago
- #Financial Tracking
- #Claude Code Routines
- #Automation
- The author initially set up a daily cron-job using Codex CLI to log into financial accounts and send balance summaries, but it frequently broke due to browser quirks or 2FA prompts.
- To improve reliability, the author built Driggsby, an MCP server that integrates with Plaid to provide financial data via tools like balances and transactions.
- Claude Code routines allowed easy automation of a daily email with account overviews by connecting Driggsby and adding a custom email tool for sending.
- Routines enabled low-effort experimentation, leading to automations for transaction monitoring, investment tracking, and spending analysis without infrastructure overhead.
- The author emphasizes that routines empower users, like a CPA spouse, to create and customize cloud-based automations with live data, highlighting their accessibility and impact.