Fidelity Skill

Overview

Enables Claude to access Fidelity to view investment accounts, check portfolio performance, monitor retirement accounts, and research investment options. Note: Claude cannot execute trades.

Quick Install

curl -sSL https://canifi.com/skills/fidelity/install.sh | bash

Or manually:

cp -r skills/fidelity ~/.canifi/skills/

Setup

Configure via canifi-env: