Claude Code Setup¶

Claude Code is the recommended way to use FinPlan. The plugin installs the skill, slash commands, MCP server connection, and a hook — all in one step.

Install the Plugin¶

claude plugin marketplace add bestdan/finplan-plugin
claude plugin install finplan@finplan-plugin

This installs:

Skill — Claude automatically discovers and uses FinPlan tools when you ask about financial planning
Planning slash commands — /finplan:setup, /finplan:read-state, /finplan:save-state, /finplan:projection-dashboard, /finplan:profile, /finplan:accounts, /finplan:goals, /finplan:checkup
Setup & troubleshooting slash commands — /finplan:login (configure API key auth), /finplan:diagnose (diagnose MCP connection issues)
MCP server connection — Auto-configured via .mcp.json, no manual settings needed
Hook — On first FinPlan tool use, prompts you to allowlist curl for the file server

Recommended: Allowlist curl for the FinPlan file server to avoid repeated approval prompts when tools download result files:

claude settings add allowedTools 'Bash(curl*mcp.finplan.prethink.io*)'

Verification¶

Start Claude Code and confirm the plugin loaded:

claude

Run /help and check that the FinPlan skill and /finplan:* commands appear
Try a FinPlan command: Calculate federal income tax for $85,000 filing single in 2025
Try /finplan:read-state — should report no file found or read existing state

Updating¶

claude plugin update finplan

Priming the agent

Sometimes agents need to be told to use tools. Making sure it knows about them often helps.

```
user> 'Do you have access to FinPlan tools for financial planning?'
agent> (inspecting) 'Yes, I do'.
```