Skills & Commands¶
FinPlan includes a Claude Code plugin with one auto-triggered skill and eight slash commands for financial planning workflows.
Skills vs Commands
- Skills are triggered automatically when your AI assistant detects a relevant request. No action needed from you.
- Commands are invoked explicitly by typing the command name (e.g.,
/finplan:setup).
Skill¶
FinPlan Skill¶
Auto-triggered skill that connects your AI assistant to the FinPlan MCP server. Provides access to 60+ financial planning tools.
Planning Commands¶
/finplan:setup¶
Guided interview to create your financial profile, accounts, and goals from scratch.
/finplan:checkup¶
Review your plan for life changes, update anything that's shifted, and identify gaps.
/finplan:profile¶
View and update your personal profile — age, income, employment, marital status, dependents.
/finplan:accounts¶
View and manage financial accounts — balances, allocations, add or update accounts.
/finplan:goals¶
View and manage financial goals — retirement, emergency fund, education, home, and more.
Utility Commands¶
/finplan:read-state¶
Read your saved financial state from a local JSON file using targeted queries.
/finplan:save-state¶
Save your current financial state to a local JSON file after any modification.
/finplan:projection-dashboard¶
Generate an interactive HTML dashboard with Monte Carlo projections and charts.