BillClaw - Financial Data Management for OpenClaw

Complete financial data management for OpenClaw with local-first architecture. Sync bank transactions, fetch bills from email, and export to accounting formats.

Security & Trust

BillClaw is safe, open-source software designed with security-first principles.

Verification

• Transparent packages: All npm packages are open-source and published with provenance
• Auditable code: Full source available at GitHub
• npm provenance: Cryptographic proof linking packages to source code
• Local-first: Your financial data never leaves your machine
• User-controlled credentials: You provide all API credentials through your own accounts
• System keychain: Tokens encrypted in your platform's secure keychain
• Explicit invocation: Requires explicit user action (disable-model-invocation: true)

See SECURITY.md for detailed security architecture and verification steps.

Addressing Security Concerns

Required Credentials

Important: Credentials are NOT required at install time. Configure them when you're ready to use specific features:

Obtain credentials from:

• Plaid: https://dashboard.plaid.com/
• Gmail: https://console.cloud.google.com/apis/credentials

Configure via:

1. Environment variables (recommended)
2. Configuration file (~/.firela/billclaw/config.json)
3. OpenClaw config under skills.entries.billclaw.env

Quick Start (OpenClaw)

1. Install the Plugin

npm install @firela/billclaw-openclaw

The plugin registers these tools and commands with OpenClaw:

• Tools: plaid_sync, gmail_fetch, conversational_sync, conversational_status
• Commands: /billclaw-setup, /billclaw-sync, /billclaw-status, /billclaw-config

2. Configure Credentials

When you're ready to use a feature, configure the required credentials:

# For Plaid bank sync
export PLAID_CLIENT_ID="your_client_id"
export PLAID_SECRET="your_secret"

# For Gmail bill fetching
export GMAIL_CLIENT_ID="your_client_id"
export GMAIL_CLIENT_SECRET="your_secret"

3. Setup Your Accounts

/billclaw-setup

The interactive wizard will guide you through:

• Connecting bank accounts (Plaid/GoCardless)
• Configuring Gmail for bill fetching
• Setting local storage location

4. Sync Your Data

You: Sync my bank transactions for last month

OpenClaw: [Uses plaid_sync tool from BillClaw plugin]
Synced 127 transactions from checking account

Or use the command directly:

/billclaw-sync --from 2024-01-01 --to 2024-12-31

5. Export to Accounting Formats

/billclaw-export --format beancount --output 2024.beancount

OpenClaw Integration

This skill provides instructions for using BillClaw with OpenClaw. The actual integration is provided by the @firela/billclaw-openclaw npm package.

Available Tools (via Plugin)

• plaid_sync - Sync bank transactions from Plaid
• gmail_fetch - Fetch bills from Gmail
• conversational_sync - Natural language sync interface
• conversational_status - Check sync status

Available Commands (via Plugin)

• /billclaw-setup - Configure accounts
• /billclaw-sync - Sync transactions
• /billclaw-status - View status
• /billclaw-config - Manage configuration

Additional Components (Optional)

Standalone CLI

For users who prefer a command-line interface, the standalone CLI is available as a separate npm package. See https://github.com/fire-la/billclaw for installation instructions.

Connect OAuth Server

For self-hosted OAuth flows, the Connect server is available as a separate npm package. See https://github.com/fire-la/billclaw for configuration details.

Data Sources

Storage

• Location: ~/.firela/billclaw/ (your home directory)
• Format: JSON files with monthly partitioning
• Security: Local-only storage

Configuration

Configuration is stored in ~/.firela/billclaw/config.json:

{
  "plaid": {
    "clientId": "your_client_id",
    "secret": "your_secret",
    "environment": "sandbox"
  },
  "gmail": {
    "clientId": "your_gmail_client_id",
    "clientSecret": "your_gmail_client_secret"
  }
}

Export Formats

Beancount

2024/01/15 * "Starbucks"
  Expenses:Coffee
  Liabilities:CreditCard:Visa
    $5.50

Ledger

2024/01/15 Starbucks
  Expenses:Coffee  $5.50
  Liabilities:Credit Card:Visa

Getting Help

• Documentation: https://github.com/fire-la/billclaw
• Issues: https://github.com/fire-la/billclaw/issues
• Security: Report security vulnerabilities privately at [email protected]
• npm packages: https://www.npmjs.com/org/firela