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mint

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Mint Skill

Mint技能

Overview

概述

Enables Claude to access Mint's financial dashboard to view spending patterns, track budgets, monitor bills, check credit score, and get a comprehensive view of personal finances across linked accounts.
让Claude能够访问Mint的财务仪表板，查看支出模式、追踪预算、监控账单、查看信用评分，并获取所有关联账户的个人财务综合视图。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/mint/install.sh | bash
Or manually:
bash
cp -r skills/mint ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/mint/install.sh | bash
或者手动安装：
bash
cp -r skills/mint ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set MINT_EMAIL "your-email@example.com"
undefined
canifi-env set MINT_EMAIL "your-email@example.com"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭据，由你掌控。 Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果你不想与Claude Code共享凭据：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录服务
  3. Claude将使用你的已认证会话，全程不会看到你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果你愿意共享凭据，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭据仅能在你的本地机器上访问，绝不会被传输。

Capabilities

功能

  • View spending by category and trends
  • Track budget progress and alerts
  • Monitor upcoming bills and payments
  • Check credit score and factors
  • See net worth across all accounts
  • Identify unusual spending patterns
  • 按类别查看支出及趋势
  • 追踪预算进度与警报
  • 监控即将到来的账单与付款
  • 查看信用评分及影响因素
  • 查看所有账户的净资产
  • 识别异常支出模式

Usage Examples

使用示例

Example 1: Check Spending Summary

示例1：查看支出汇总

User: "How much did I spend on food this month?"
Claude: I'll check your Mint spending.
- Opens mint.intuit.com via Playwright MCP
- Navigates to spending categories
- Returns: Food & Dining: $847 this month
  - Restaurants: $523
  - Groceries: $298
  - Coffee Shops: $26
- Compared to last month: +12%
- Budget status: $847 of $800 (over by $47)
用户：“我这个月在餐饮上花了多少钱？”
Claude：我将查看你的Mint支出记录。
- 通过Playwright MCP打开mint.intuit.com
- 导航至支出分类页面
- 返回结果：餐饮：本月847美元
  - 餐厅：523美元
  - 杂货：298美元
  - 咖啡店：26美元
- 与上月对比：+12%
- 预算状态：800美元预算已使用847美元（超支47美元）

Example 2: Check Budget Status

示例2：查看预算状态

User: "How am I doing on my budgets?"
Claude: I'll review your budget progress.
- Navigates to budgets section
- Shows budget status:
  - Groceries: $298/$400 (75%, on track)
  - Entertainment: $156/$150 (104%, over)
  - Shopping: $412/$300 (137%, over budget)
  - Transportation: $89/$200 (45%, good)
- Alerts: Shopping budget exceeded by $112
用户：“我的预算执行情况如何？”
Claude：我将查看你的预算进度。
- 导航至预算板块
- 显示预算状态：
  - 杂货：298/400美元（75%，进度正常）
  - 娱乐：156/150美元（104%，超支）
  - 购物：412/300美元（137%，超支）
  - 交通：89/200美元（45%，状态良好）
- 警报：购物预算超支112美元

Example 3: Check Credit Score

示例3：查看信用评分

User: "What's my credit score on Mint?"
Claude: I'll check your credit dashboard.
- Navigates to credit score section
- Returns: 742 (Good)
- Change: +5 points from last month
- Factors:
  - Payment history: Excellent
  - Credit utilization: 23% (Good)
  - Account age: 7.5 years (Excellent)
- Next update: January 15
用户：“我在Mint上的信用评分是多少？”
Claude：我将查看你的信用仪表板。
- 导航至信用评分板块
- 返回结果：742分（良好）
- 变化：较上月提升5分
- 影响因素：
  - 付款记录：优秀
  - 信用利用率：23%（良好）
  - 账户年限：7.5年（优秀）
- 下次更新时间：1月15日

Authentication Flow

认证流程

  1. Navigate to mint.intuit.com via Playwright MCP
  2. Sign in with Intuit account (shared with TurboTax)
  3. Enter email and password
  4. Handle 2FA via SMS or authenticator
  5. Wait for accounts to sync
  6. Maintain session for dashboard access
  1. 通过Playwright MCP导航至mint.intuit.com
  2. 使用Intuit账户登录（与TurboTax共享）
  3. 输入邮箱和密码
  4. 通过短信或认证器处理双因素认证（2FA）
  5. 等待账户同步
  6. 维持会话以访问仪表板

Error Handling

错误处理

  • Login Failed: Retry with Intuit account recovery
  • Account Sync Error: Trigger manual refresh
  • Data Stale: Note last sync time, offer refresh
  • Session Expired: Re-authenticate automatically
  • Rate Limited: Wait 2 minutes, retry
  • 2FA Required: Retrieve code via iMessage
  • 登录失败：使用Intuit账户找回功能重试
  • 账户同步错误：触发手动刷新
  • 数据过时：标注最后同步时间，提供刷新选项
  • 会话过期：自动重新认证
  • 速率限制：等待2分钟后重试
  • 需要2FA：通过iMessage获取验证码

Self-Improvement Instructions

自我改进说明

After each interaction:
  • Track spending pattern insights
  • Note budget accuracy over time
  • Log credit score factors
  • Document UI changes
Suggest updates when:
  • Mint updates dashboard
  • New features added
  • Intuit authentication changes
  • Budget categories change
每次交互后：
  • 记录支出模式洞察
  • 记录预算长期准确性
  • 记录信用评分影响因素
  • 记录UI变更
在以下情况时建议更新：
  • Mint更新仪表板
  • 添加新功能
  • Intuit认证方式变更
  • 预算分类变更

Notes

注意事项

  • Mint is free, part of Intuit (TurboTax)
  • Accounts sync automatically daily
  • Credit score is VantageScore, may differ from FICO
  • Can't make transactions, read-only view
  • Bill tracking may miss some recurring charges
  • Mint data useful for LifeOS finance integration
  • Mint是免费工具，隶属于Intuit（TurboTax母公司）
  • 账户每日自动同步
  • 信用评分为VantageScore，可能与FICO评分不同
  • 仅支持只读视图，无法进行交易操作
  • 账单追踪可能遗漏部分重复扣费项目
  • Mint数据可用于LifeOS财务集成