MyAIforOne
team-collect-* goal on its team agent, visible in Automations).
—
notify_finney verb so any agent can surface something you should see, and gives every agent a one-line prompt note telling it Finney exists. Turning this ON creates the preset finney-default feed (Gmail, Calendar, Granola, Notion — unauthorized until you connect them) and seeds Finney's triage goal. Requires a restart to take full effect.<name>.local at 127.0.0.1 so you visit the gateway at a friendly URL during demos. Edits /etc/hosts once; needs one system permission prompt.finney.local:4888 instead of localhost.finney./etc/hosts (v4 + v6). Removing reverses it cleanly. The block is bracketed by marker comments so it can never accidentally overwrite an unrelated row.
main uses ~/.claude, any other name uses ~/.claude-{name}.
--model to claude -p for every agent. A per-agent /model command still overrides this. Leave on default to let Claude Code pick.
curl -fsSL https://ollama.com/install.sh | sh
curl -fsSL https://ollama.com/install.sh | sh
ollama pull gemma2
ollama pull llama3.1
ollama pull mistral
executor to ollama:gemma2 (or whichever model you pulled).
Agents without an executor field will use the Platform Default below.
PersonalAgents/mcp-keys/<mcp>.env.enc.When on, every enabled source runs on its configured cron schedule. When off, no scheduled pulls fire — but you can still trigger a manual pull from this page or from any source's detail page. Per-source and per-context enable flags still apply.
Pull All runs every enabled source sequentially, ignoring schedule. To re-register cron tasks after editing a schedule outside the UI, use Reload from disk inside the Active Schedule section above.
Pick a folder on your computer. We'll write a ZIP archive of PersonalAgents/, PersonalRegistry/, and config.json there.
Automatic weekly backups to a folder of your choice. Not yet available — use Back up now above until this ships.
These Terms of Service (the "Terms") govern your access to and use of Finney, an AI-powered finance automation platform available at meetfinney.finance ("Finney", "we", "us", or "our").
By creating an account, accessing, or using Finney, you agree to be bound by these Terms. If you are using Finney on behalf of an organization, you represent that you are authorized to bind that organization, and "you" refers to that organization.
Your use of Finney is also subject to our Privacy Policy and any product-specific terms we publish at meetfinney.finance, all of which are incorporated into these Terms by reference.
If you do not agree to these Terms, do not access or use Finney.
These defined terms are used throughout the Terms.
Finney provides AI agents and automation tools designed to help you work with financial data and finance workflows.
Finney lets you deploy AI agents that can read, organize, summarize, and take configured actions across your finance tools and data. Specific features depend on your plan and the integrations you enable.
Some features allow agents to act on your behalf, including through connected third-party services. You are responsible for the scope, permissions, and instructions you give your agents, and for reviewing actions they take.
We may add, modify, or remove features over time to improve the Service. We will not make changes that materially reduce core functionality of a paid plan during your paid term without a comparable replacement or a pro-rata refund.
You must be at least 18 years old and capable of forming a binding contract to use Finney. The Service is intended for business and professional use.
You agree to provide accurate account information and to keep it current. You are responsible for all activity that occurs under your account and for the acts and omissions of your Users.
You are responsible for safeguarding your credentials and any access tokens for connected services. Notify us promptly through meetfinney.finance if you suspect unauthorized use of your account.
You agree to use the Service lawfully and responsibly. You will not, and will not permit your Users to:
We may investigate suspected violations and may suspend or limit access to protect the Service, our users, or third parties, as described in Section 15.
Finney is not a financial, investment, tax, accounting, or legal adviser. Outputs are generated by AI for informational and productivity purposes only, may contain errors, and must be independently reviewed and verified before you rely on them or act on them.
Nothing generated by the Service constitutes financial, investment, tax, accounting, or legal advice, or a recommendation to enter into any transaction. You should consult a qualified professional before making financial decisions.
AI systems can produce inaccurate, incomplete, or misleading results ("hallucinations"). You are responsible for reviewing Output for accuracy and suitability for your circumstances before use.
Where you configure agents to take automated actions, you remain solely responsible for those actions and their consequences. Keep appropriate human review in place for financial operations.
As between you and Finney, you own the Output generated from your inputs, subject to your compliance with these Terms and the rights of any third-party model or data providers.
You agree to pay the fees for the plan or Order you select. Unless stated otherwise, fees are in U.S. dollars and exclusive of applicable taxes, which are your responsibility.
Subscriptions are billed in advance on a recurring basis and renew automatically for the same period unless cancelled before the end of the current term. You authorize us to charge your payment method on file for recurring fees.
You may cancel at any time; cancellation takes effect at the end of your current billing period. Except where required by law or expressly stated, fees are non-refundable.
If a payment fails or is overdue, we may suspend access until amounts are paid. Plan details and current pricing are available at meetfinney.finance.
You retain all rights in your Customer Data. You grant us the limited rights necessary to host, process, and use it to provide, secure, and improve the Service and to comply with law.
Our handling of personal information is described in our Privacy Policy at meetfinney.finance, which forms part of these Terms.
We maintain reasonable technical and organizational measures designed to protect Customer Data. No method of transmission or storage is fully secure, and you are responsible for configuring access and permissions appropriately.
We may create and use aggregated or de-identified data that does not identify you or any individual to operate, analyze, and improve the Service.
Each party may access non-public information of the other that is marked or reasonably understood to be confidential. The receiving party will use it only to perform under these Terms and will protect it with reasonable care.
Confidentiality obligations do not apply to information that is public through no fault of the receiving party, already known, independently developed, or rightfully received from a third party.
A party may disclose Confidential Information if required by law, and where permitted will give the other party reasonable prior notice.
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If you give us feedback or suggestions, you grant us a perpetual, royalty-free right to use it to improve the Service without obligation to you.
The Service can connect to third-party tools (for example accounting, banking, or payment platforms) that you choose to enable. Your use of those services is governed by their own terms, and we are not responsible for them.
By connecting a third-party service, you authorize Finney to access and exchange data with it as needed to provide the features you request, within the permissions you grant.
Third-party services may change or become unavailable, which can affect related Finney features. We are not liable for interruptions caused by third parties.
Each party represents that it has the authority to enter into these Terms and will comply with laws applicable to its performance.
Except as expressly stated, the Service is provided "as is" and "as available." To the fullest extent permitted by law, we disclaim all other warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement, and do not warrant that the Service will be uninterrupted, error-free, or that Output will be accurate.
To the fullest extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, data, or goodwill, arising out of or relating to these Terms or the Service.
Each party's total aggregate liability arising out of or relating to these Terms will not exceed the amounts you paid to Finney for the Service in the twelve (12) months preceding the event giving rise to the claim.
These limitations do not apply to a party's liability for fraud, willful misconduct, or amounts you owe for the Service, or to the extent such limitations are prohibited by law.
You will defend and indemnify Finney against third-party claims arising from your Customer Data, your use of the Service in violation of these Terms, or actions taken by agents you configured.
We will defend and indemnify you against third-party claims alleging that the Service, as provided by us and used in accordance with these Terms, infringes that third party's intellectual property rights.
The indemnified party must promptly notify the other of the claim, allow the indemnifying party to control the defense, and provide reasonable cooperation. No settlement imposing obligations on the indemnified party may be made without its consent.
You may stop using the Service and cancel your subscription at any time, effective at the end of your current billing period.
We may suspend or terminate your access for material breach of these Terms, non-payment, legal or security risk, or misuse of the Service. Where practical, we will give notice and an opportunity to cure.
On termination, your right to use the Service ends and outstanding fees become due. We will make your Customer Data available for export for a reasonable period, after which we may delete it in the ordinary course.
Provisions that by their nature should survive termination — including fees owed, confidentiality, intellectual property, disclaimers, liability limits, and indemnification — will survive.
We may update these Terms from time to time. For material changes, we will provide reasonable notice, such as by posting the updated Terms at meetfinney.finance or notifying you in-product.
Changes take effect on the date stated in the update. Your continued use of the Service after that date constitutes acceptance of the updated Terms.
These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws rules.
Before filing a claim, the parties agree to try in good faith to resolve any dispute informally by contacting each other through meetfinney.finance.
Subject to any applicable mandatory law, the parties submit to the exclusive jurisdiction of the state and federal courts located in Delaware for any dispute not resolved informally.
These Terms, together with any Order and the policies referenced here, are the entire agreement between you and Finney regarding the Service and supersede prior agreements on the subject.
If any provision is held unenforceable, the remaining provisions stay in effect. Our failure to enforce a right is not a waiver of it.
You may not assign these Terms without our consent. We may assign them to an affiliate or in connection with a merger, acquisition, or sale of assets.
The parties are independent contractors. These Terms create no partnership, agency, or employment relationship, and no third-party beneficiary rights.
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Questions about these Terms or the Service?
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