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

Concern	Explanation
sets-process-name	Comes from transitive npm dependencies, not BillClaw code
detect-debug-environment	Common Node.js ecosystem pattern, not malicious
API credentials	Required for functionality; you control them from your accounts
External packages	All packages are open-source with npm provenance

Required Credentials

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

Environment Variable	Purpose	Required For
`PLAID_CLIENT_ID`	Plaid API client ID	Plaid bank sync
`PLAID_SECRET`	Plaid API secret	Plaid bank sync
`GMAIL_CLIENT_ID`	Gmail OAuth client ID	Gmail bill fetching
`GMAIL_CLIENT_SECRET`	Gmail OAuth client secret	Gmail bill fetching

Obtain credentials from:

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

Configure via:

Environment variables (recommended)
Configuration file (
```
~/.firela/billclaw/config.json
```
)
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

Source	Description	Regions
Plaid	Bank transaction sync	US, Canada
GoCardless	European bank integration	Europe
Gmail	Bill fetching via email	Global

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 security@fire-la.dev
npm packages: https://www.npmjs.com/org/firela

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