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name: sofi description: View SoFi accounts, check high-yield savings, monitor loans, and track investment portfolio category: finance

SoFi Skill

Overview

Enables Claude to access SoFi to view banking, investing, and loan accounts, check high-yield savings rates, monitor loan payments, and track SoFi Invest portfolio.

Quick Install

Copycurl -sSL https://canifi.com/skills/sofi/install.sh | bash

Or manually:

Copycp -r skills/sofi ~/.canifi/skills/

Setup

Configure via canifi-env:

Copy# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set SOFI_EMAIL "your-email@example.com"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

Copycanifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• View SoFi Money (checking/savings) balances
• Check SoFi Invest portfolio
• Monitor student loan refinancing status
• Track personal loan payments
• View SoFi Relay credit monitoring
• Check SoFi credit card status

Usage Examples

Example 1: Check All Accounts

CopyUser: "What's in my SoFi accounts?"
Claude: I'll check your SoFi dashboard.
- Opens sofi.com via Playwright MCP
- Logs into account
- Returns account summary:
  - SoFi Checking: $5,678.90 (direct deposit active)
  - SoFi Savings: $25,000.00 (4.50% APY)
  - SoFi Invest: $12,345.67
  - Student Loan: $45,678 remaining
- Total assets: $43,024.57
- SoFi points: 12,500

Example 2: Check Investment Portfolio

CopyUser: "How's my SoFi Invest doing?"
Claude: I'll check your investment account.
- Navigates to SoFi Invest
- Portfolio value: $12,345.67
- Today: +$89.45 (+0.73%)
- Holdings:
  - Active Invest: $8,000 (self-managed)
  - Automated: $4,345 (robo-managed)
- Crypto: $567.89 in Bitcoin
- IPO access: Eligible

Example 3: Check Loan Status

CopyUser: "What's my student loan balance?"
Claude: I'll check your loan details.
- Navigates to Loans section
- Student Loan Refinance:
  - Balance: $45,678.90
  - Interest rate: 4.99% fixed
  - Monthly payment: $567
  - Next payment: Jan 15
  - Months remaining: 96
- Autopay discount: Active (-0.25%)

Authentication Flow

1. Navigate to sofi.com via Playwright MCP
2. Enter email address
3. Enter password
4. Handle 2FA via SMS or app push
5. Verify dashboard loads
6. Maintain session for account access

Error Handling

• Login Failed: Retry, check credentials
• 2FA Required: Complete SMS verification
• Account Locked: Direct to support
• Session Expired: Re-authenticate automatically
• Rate Limited: Wait 60 seconds, retry
• Feature Unavailable: Note which products enrolled

Self-Improvement Instructions

After each interaction:

• Track account check patterns
• Note loan monitoring frequency
• Log APY rate changes
• Document UI changes

Suggest updates when:

• SoFi updates interface
• New products added
• Interest rates change
• Member benefits update

Notes

• Claude CANNOT make transactions
• All access is read-only for security
• SoFi is a full financial services company
• Member benefits include rate discounts
• Relay for free credit monitoring
• SoFi Stadium naming rights (events)
• Direct deposit unlocks highest APY