Fetch Bank Data: AI Skill for Effortless Financial Updates

Fetch Bank Data: AI Skill for Effortless Financial Updates

The Fetch Bank Data AI skill simplifies the process of retrieving and staging fresh transaction and balance data from Bank Hapoalim and Cal credit-card accounts. It operates on user command, ensuring that financial updates are organized for subsequent processing.

What this skill does

• Activates on user commands such as "fetch bank data", "pull from bank", or "fetch hapoalim".
• Utilizes `israeli-bank-scrapers` to collect data from specified bank and credit card accounts.
• Records private reconciliation observations in a sidecar notes file for user reference.
• Stages paired files in the local `inbox/staging/fetched/` directory.
• Prepares data for the `sync-finance-data` process, which subsequently ingests and commits the data to an SQLite database.

Who it is for

• Developers working with AI coding agents such as Claude Code, Cursor, or Codex.
• Technical teams managing financial data workflows.
• Users who require periodic updates of financial accounts without direct intervention.

Use cases

• Automating daily financial data updates for monitoring account activities.
• Supporting financial reconciliation processes by organizing transactional records.
• Facilitating data preparation for more extensive financial analysis or reporting tasks.

Technical details

• Utilizes `israeli-bank-scrapers` and `puppeteer` as Node.js dependencies.
• Requires a setup of `scripts/fetch_bank.js` parameterized by `--company` to target specific financial institutions.
• Credentials are managed via the `.secrets/findash` file with appropriate permissions.
• Data capture facilitated through a Chromium profile stored locally, supporting trusted-device operation and anti-bot measures.
• This skill does not engage in direct database management beyond read-only querying, ensuring data privacy and integrity.

This provides general workflow assistance only and is not legal, tax, accounting or financial advice. For authorised security testing, defensive research and educational use only. It targets publicly available information; users must comply with the target site's terms. It does not bypass authentication or CAPTCHA.

Source & Licence

This package is built on open-source work published by ya5huk (ya5huk/findash) and distributed under MIT. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.