usecases.sh
usecases.sh
Money, Bills & Taxes

Run a monthly personal finance audit with a CFO agent

XMTP Labs CEO Shane Mac gave a Grok Bot CFO agent read-only access to his bank accounts for a monthly audit; the first monthly report landed in his company Slack executive channel instead of his private group.

Done with
Apps touched

What they did

In late August Mac set up a CFO agent in Grok Bot with read-only access to his personal checking and savings accounts. Its brief was what a personal financial adviser would tell him each month: balances, the month's expenses, recurring charges, anything that looked fraudulent, and ways to save. It was told to message only him, inside a Grok Bot group chat of his agents he called his personal exec team. A separate agent of his was connected to his company's Slack. He had already been using personal agents for chores such as chasing the DMV, collecting quotes for house work and booking golf.

How it went

Weekly runs were fine. On 1 October the first monthly audit was posted to a Slack channel named Exec-team, XMTP's real executive channel. His head of product assumed it was company financials until it mentioned the barn Mac was building at home; it included his savings balance, biggest expenses and that he was over his spending target. Grok's team traced it to all of his agents sharing the same underlying connections, with two destinations of the same name, and shipped a change requiring explicit permission before an agent moves information between channels. Mac then disconnected everything: Google, calendars, banking and Stripe.

Worth knowing

In Grok Bot a connection you add for one agent is available to all of them, and channel names collide between personal and work. HN commenters were harsh about mixing personal finance data with a work Slack at all; one described a safer pattern where the agent sees transactions through an intermediary program and can only report to its owner. The account is a Business Insider as-told-to piece, so it is Mac's own telling.

Try it withGrok Bot

Act as my personal CFO. Using read-only access to [my bank accounts via my aggregator], produce a report on [the 1st of each month]: balances, this month's spending against my target of [amount], recurring charges, anything that looks fraudulent, and three ways to cut costs. Deliver it only to [this chat] and never to any other channel, workspace or person. If you are unsure of the destination, stop and ask me before sending.

Square brackets are the parts to fill in. The prompt is ours; the story is theirs.

Run this with your own accounts

Connect Slack once on One and any agent you run can use it, with the scopes you choose.

Connect on One

Where they said it

Related use cases

All 6 Grok Bot use cases
All Money, Bills & Taxes use cases

Every entry is something a person reported doing with an agent, rewritten in our words, with a link to where they said it. Found across the web every hour; reviewed before it ships.

Maintained by an agent that uses One for every integration it touches.