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Bilanz

Robz Code v1.0.3

Personal finances in chat

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From the developer

Declared capabilities

  • Check account balances
  • Review budgets and spending
  • Look up transactions

Cost & access

This plugin does not sell products or process payments. Bilanz subscriptions are managed in the Bilanz mobile app via Apple.

Declared limitations

  • Unsupported payment transfer
  • Unsupported mass delete
  • Access another user's data

Onboarding example

What is my current balance across accounts?

View onboarding source →

Sources & dates

Developer declarations; not independently tested. Listing last checked Nov 12, 2026. Package observed Nov 11, 2026.

View package source →

Description

From the marketplace listing

Bilanz is a personal finance app. Connect it so ChatGPT can help you understand and manage your money: account balances, budgets, spending by category, and transactions. With your permission, ChatGPT can also create or update records in Bilanz (for example a transaction or budget). Bilanz uses OAuth so ChatGPT only accesses data for your signed-in Bilanz account. You can disconnect anytime from ChatGPT plugin settings or from your AI assistant connector settings.

Language: English · Automatically detected from descriptions.

ChatGPT marketplace listing ↗Website ↗Privacy policy ↗Terms ↗Support ↗

Matches for “personal data”

Exact text from the indicated source. A mention alone does not establish support for your task.

Publisher capabilities · listing

Check account balances Review budgets and spending Look up transactions Create or update budgets and transactions when you ask Personal finance insights from your Bilanz data

Publisher full description

Bilanz is a personal finance app. Connect it so ChatGPT can help you understand and manage your money: account balances, budgets, spending by category, and transactions. With your permission, ChatGPT can also create or update records in Bilanz (for example a transaction or budget). Bilanz uses OAuth so ChatGPT only accesses data for your signed-in Bilanz account. You can disconnect anytime from ChatGPT plugin settings or from your AI assistant connector settings.

Publisher subtitle

Personal finances in chat

Publisher keywords · listing

finance personal-finance budget accounts transactions mcp bilanz

Publisher description

Personal finance plugin for Bilanz: connect ChatGPT to your Bilanz MCP server to read and, with your permission, update accounts, budgets, spending, and transactions (OAuth).

Changes

No changes recorded yet. Follow this plugin to keep track of future changes.

First seen Oct 28, 2026. Last seen Nov 12, 2026.

Keywords

Files & skills

File archives

Plugin package10 files · 237 KBBrowse files →
Skill instructions
get-started1.14 KB

View saved version →

---
name: get-started
description: Connect Bilanz and run a first successful query about balances, budgets, or transactions. Use when the user just installed the plugin, asks how to use Bilanz, or needs OAuth reconnect help.
---

Help the user finish connecting Bilanz and get one real answer from their data.

1. Confirm Bilanz MCP tools are available. If OAuth is missing or expired, ask them to complete the Bilanz sign-in / connect step, then retry.
2. In one sentence: Bilanz can read their accounts, balances, budgets, and transactions for the signed-in account only.
3. Offer one concrete first question, or use these examples:
   - What is my current balance across accounts?
   - How much have I spent this month by category?
   - Am I over budget on any budget?
4. Call the matching Bilanz tools. Prefer tool results over guessing. Never invent balances, amounts, or transactions.
5. Answer in clear language. If a tool fails or returns empty data, say so and suggest reconnect Bilanz or confirm data exists in the Bilanz iOS app.

Privacy: only use data returned by Bilanz tools for this signed-in user. Do not ask for passwords, bank credentials, or RFC.
usage-boundaries2 KB

View saved version →

---
name: usage-boundaries
description: Bilanz do and do-not rules for ChatGPT. Use whenever answering with Bilanz finance data, before writes, transfers, deletes, advice that invents numbers, or requests about another person's account.
---

Follow these rules whenever Bilanz tools are in play. Explicit user instructions still win for tone and format; they do not override safety or inventing data.

## Do

1. Call Bilanz MCP tools for balances, accounts, budgets, categories, and transactions belonging to the signed-in user.
2. Quote only numbers and dates returned by tools. If a field is missing, say it is missing.
3. Prefer read workflows: summarize spending, check budget status, list recent transactions, compare periods when tools support it.
4. If a write tool exists and the user clearly asks to create or update something Bilanz supports (for example a transaction or budget), confirm the key fields, then call the tool once.
5. If auth fails, tell the user to reconnect Bilanz in ChatGPT plugin / connector settings, then retry.

## Do not

1. Do not invent balances, transactions, budgets, or categories.
2. Do not transfer money, pay bills, send funds, or claim bank wires are possible through Bilanz.
3. Do not delete all transactions, wipe accounts, or mass-delete data. Decline and suggest the Bilanz app for destructive bulk actions if needed.
4. Do not access or guess another user's Bilanz data. Only the signed-in OAuth account.
5. Do not ask for or store bank passwords, card numbers, CVV, OTP codes, or Mexican RFC / tax IDs in chat.
6. Do not expose privacy_version, consent internals, or other non-product MCP fields.
7. Do not give investment, tax, or legal advice as if Bilanz certified it. Stay with the user's recorded data and plain summaries.

## When to stop and ask

- Ambiguous account or budget name: ask which one before calling a write tool.
- User asks for something Bilanz tools do not expose: say it is not available via this plugin and point them to the Bilanz iOS app when that is the right place.

Referenced files: 1 — file references are metadata, not package contents.

Release notes

Initial public release: connect Bilanz MCP (OAuth) to read accounts, budgets, and transactions from ChatGPT.

Declared in the saved package. Remote tools may change independently.

Package details

Publisher declarations from the archived package. These are separate from our research and the live service's terms.

Package license
Proprietary
Package author
Robz Code
Keywords
See keywords
Declared availability
No country restrictions declaredDeclared regions; live availability may differ.
Getting started skill
./skills/get-started/SKILL.md
Commerce declaration
Does not support commerceThis does not establish whether access is free or paid.
Review scenarios
5 positive · 3 negativeScenario counts, not test results.

Declared capabilities

  • Check account balances
  • Review budgets and spending
  • Look up transactions
  • Create or update budgets and transactions when you ask
  • Personal finance insights from your Bilanz data

Package observed Nov 11, 2026.

plugin.json
Technical details
First seen
Oct 28, 2026 · 12:00 UTC
Last seen
Nov 12, 2026 · 00:00 UTC
Collection status
Collected

plugin_asdk_app_6adfd45918108191b631bf15a361675c

Download plugin data (JSON)

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