// setup · Claude Code

Opening Claude Code…

Your browser asks to open Claude Code with fin's setup prompt filled in. Read the prompt, then press Enter; your agent does the clicking and leaves you only the parts that need you.

Set up with Claude Code

Nothing opened? Run claude in a terminal and send it any message once; that registers the link. For the browser steps, connect Claude in Chrome with /chrome.

the setup prompt · paste it into any agent that can use your browser
Help me set up fin, a local command-line tool that reads my own bank and brokerage data through Plaid. fin is already installed; run `fin help` to see its commands. Use my web browser to do the navigating, clicking and form-filling for me, and leave me only the parts that need me personally.

Ground rules:
- Never type my passwords, verification codes or API secrets, and never accept terms, agreements or attestations for me. When one is needed, stop, tell me exactly what to click or paste and where, and wait.
- Never put my Plaid secret in this chat, in a file, or anywhere except the hidden field of `fin setup` in my terminal.
- Each institution I connect permanently uses one of my 10 free Plaid slots. Ask me before every `fin link`.

Steps:
1. Open https://dashboard.plaid.com/signup. Fill in the non-secret fields (ask me for anything you don't know). When asked how I'll use Plaid, choose personal use (building something for myself). Let me set the password, accept the terms and verify my email.
2. Open https://dashboard.plaid.com/trial-plan and fill in the free Trial plan application. Describe the use as: "Personal, read-only access to my own bank and brokerage accounts with a local command-line tool." Let me review and submit it. It is usually approved right away and allows 10 connected institutions. Do NOT apply for full Production access: once that is submitted, the Trial plan is no longer available.
3. Open https://dashboard.plaid.com/developers/keys. Run `fin env production`. Then have me run `fin setup` in my terminal (it needs my keyboard): it opens a full-screen form where I paste the Client ID and the Production secret. fin checks them with Plaid and saves them only in my macOS Keychain.
4. Brand Plaid Link with fin's look, so the consent screen I see when connecting shows fin's mascot and colors. Download https://raw.githubusercontent.com/kilianc/fin/main/mascot-plaid.png, the 1024 x 1024 square logo with an opaque background. Open https://dashboard.plaid.com/link and edit the customization named "default" (fin uses the default). In its settings (gear icon, upper right), set language English and countries United States only, or Plaid will ignore it. On the Consent pane choose co-branded, upload mascot-plaid.png as the logo (ask me to pick the file if you can't upload it yourself), set the brand color to #81B1CF and the background color to #203A52, then click Publish.
5. Ask me which banks, credit cards and brokerages I want to connect. For each, run `fin institutions <name>` to confirm Plaid supports it, and tell me which slot count that leaves.
6. For each one I approve, run `fin link --yes --open` in the background. It opens Plaid Link in my browser, where I pick the institution and sign in; fin collects transactions and investments, whichever the institution supports. Only if `fin institutions` shows an institution as brokerage-only, use `fin link brokerage --yes --open` instead.
7. Run `fin sync` to save my transactions on this Mac, then finish with `fin items` and `fin accounts` and summarize what is connected and healthy.
8. Tell me I can now ask you about my money in plain words, or query it myself with `fin sql`. Ask whether I'd also like my transactions in a Google Sheet; if so, run `fin sheet --open` in the background and let me sign in to Google in the browser.
9. Ask whether I shop on Amazon and want each order broken into its items (experimental). If so, ask me for a name for the account and run `fin amazon login <name>`; macOS will ask me to allow Chrome Safe Storage.
10. Ask whether I shop at Costco and want my receipts and costco.com orders broken into their items (experimental). If so, ask me for a name for the account and run `fin costco login <name>`; macOS may ask me to allow Chrome Safe Storage.