Orla

finance.orla由 orla.finance 发布官方发布者v0.3.0更新于 Oct 27, 2026

Personal, family and business books over fiat and crypto. Reads and records; it cannot pay.

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

Orla 让助手接入个人、家庭或企业的法币与加密货币账本,可查看空间、账户和交易,并记录新交易。

可以做什么
  • 列出连接可访问的空间与账户,并设定默认空间
  • 按日期、账户和关键词筛选、搜索交易
  • 记录一笔交易,含账户、类型、金额、日期、收款方和备注
  • 将同样的记录导出为 CSV
  • 查看该连接被授予哪些工具、可访问哪些空间
  • 为只支持 stdio 的 MCP 客户端桥接到远程 HTTP 端点
适用场景
适合让助手查看支出、归类或月末结账、查看共享空间中的余额,或根据你自己的旅行记录登记共同开销,同时不赋予它付款能力。
运行要求
可使用远程 Streamable HTTP 端点,通过浏览器同意页完成 OAuth 登录;或使用 npm 包 orla-cli 以 npx 运行,需要 Node 22 或更高版本。会话保存在操作系统钥匙串中,无钥匙串时存为 0600 文件。无需环境变量。
安装前请注意
该连接只读取和记录,不能付款;个人端点不提供转账付款类工具,按名称请求也会被拒绝。另一端点可创建带独立预算的代理,除非确实要接入机器人,否则应使用个人地址。记录交易会写入数据。未勾选完整详情的连接看到的收款方和地址会被遮蔽。CLI 会保存刷新令牌,存于钥匙串或磁盘文件。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Orla,将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储,绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/finance.orla%2Forla/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "mcpServers": {
    "orla": {
      "type": "http",
      "url": "https://app.orla.finance/api/mcp/personal"
    }
  }
}

README

orla

Your Orla books from a terminal, and a stdio bridge for MCP clients that cannot speak HTTP.

bash
npx orla-cli loginnpx orla-cli tx list --from 2026-08-01npx orla-cli export --from 2026-01-01 > books.csv

No dependencies, no build step, no native module to compile. Node 22 or newer.

The package is orla-cli and the command it installs is orla. They differ because npm refused the bare name as too close to packages that already exist (ora, ol, rlp, url), and renaming the command would have been the worse half of that trade: npm i -g orla-cli still gives you orla tx list.

What it is

A thin client over the same MCP endpoint Claude connects to. Every command is a tool call, so the CLI cannot do anything a personal connection cannot do, and nothing here has its own idea of authorization. orla login walks the ordinary OAuth code flow with S256 PKCE: the browser lands on Orla's own consent page, where you tick the spaces this machine may reach.

It does not move money. A personal connection reads and records. Payments, transfers and card details belong to an agent connected for that purpose, with its own limits, set in the app under Agents. The tools that move money are not in the list this connection is given, and are refused at the endpoint if asked for by name.

That is not a matter of trust in this client: orla login asks for the personal address, where those tools do not exist, so the promise survives whatever gets ticked on the consent page. orla login --agent asks for the other address, the one where a bot with its own budget can be minted. A session remembers which door issued its tokens and keeps using it, so an existing connection is not re-pointed by an update.

Commands

CommandWhat it does
orla login [--api URL] [--agent]Connect this machine. Opens a browser. --agent asks for the door where a bot can be minted.
orla logoutForget the stored session.
orla whoamiWhich connection this is and which spaces it reaches.
orla spacesThe spaces in reach.
orla use <space-id>Remember one as the default.
orla accountsAccounts in the space.
orla tx listTransactions. --from --to --search --account --limit.
orla tx addRecord one. --account --kind --amount --date [--payee --note].
orla exportThe same rows as CSV on stdout.
orla toolsWhich tools this connection was given.
orla mcp [--api URL]stdio bridge (below).
orla versionWhich version this is.

--space <id> on anything space-scoped, --json for machine-readable output.

For a program, or an agent

With --json, every command answers with one envelope on stdout:

json
{ "ok": true, "data": ... }{ "ok": false, "error": { "code": "cli.not_connected", "message": "not connected: run `orla login` first" } }

Read ok, then branch on error.code. Codes that begin cli. are the CLI's own; any other code is Orla's, passed through unchanged, the same name the REST API and the MCP endpoint use. The exit status says which kind of failure it was, so a shell script can branch without parsing anything:

ExitMeaning
0done
1a failure none of the rows below describes
2the command line: unknown command, missing flag
3no session here, or one Orla no longer honours
4a space-scoped command with no space to work in, or several
5Orla could not be reached
6Orla was reached and said no, or answered in a shape the CLI cannot read
7signing in was abandoned or came back wrong

The skill that teaches an agent all of this, including where paying stops, is skills/orla/SKILL.md. It ships in the package and at orla.finance/skill.md, and it is one of the five skills the Claude Code plugin below installs. Into any other agent:

bash
npx skills add cheetah-trade/orla-cli --skill orla   # any agent the skills CLI knowscurl -fsSL https://orla.finance/skill.md             # or just read it

For Claude Desktop there is a bundle, orla-<version>.mcpb, attached to each release: double-click it to install. It runs the stdio bridge below, and the bridge signs in by itself.

Environment variables the CLI reads:

VariableEffect
ORLA_NO_BROWSER=1never launch a browser; the sign-in URL is printed on stderr instead
ORLA_NO_KEYCHAIN=1keep the session in a 0600 file instead of the OS keychain (tests, CI, headless boxes)
XDG_CONFIG_HOMEwhere that file lives (<dir>/orla/session.json)

As an MCP server

Orla's MCP server is remote and speaks Streamable HTTP, and it answers at two addresses:

https://app.orla.finance/api/mcp/personal   your own books, and nothing that payshttps://app.orla.finance/api/mcp            the same door plus the agent shape

A client that supports remote MCP needs nothing from this package. Point it at an address and it will find the consent page by itself. Claude Code, for example:

bash
claude mcp add --transport http orla https://app.orla.finance/api/mcp/personal

The difference is not a label. At /mcp/personal every tool that moves money is withheld from the list and refused if a model asks for one by name, so the promise holds whatever the consent page was told. At /mcp the page offers both shapes, and picking "connect an agent" mints a machine principal with a budget of its own. Use the personal address unless you are deliberately connecting a bot.

Clients that only support stdio servers can run this CLI as one. It relays JSON-RPC to the HTTP endpoint and holds the token, so the client needs no OAuth support of its own:

json
{  "mcpServers": {    "orla": { "command": "npx", "args": ["-y", "orla-cli", "mcp"] }  }}

The bridge uses the session orla login stored, refreshes it, and posts to the door that session was minted at. With no session it signs in by itself, since a client that spawned it has no terminal to type into: it opens the browser on the consent page, stays a well-formed server meanwhile (initialize and ping answered, tools/list empty, a tool call refused with cli.sign_in_in_progress), and tells the client tools/list_changed when the person is done.

The server is listed in the official MCP registry as finance.orla/orla, which is the name a client or a directory should resolve it by. The entry carries both doors: the remote endpoint above and this package for stdio.

Setup for individual clients is written up at orla.finance/en/mcp. That is the personal connection, which reads your books and cannot pay. /en/ai-agents is a different door, where an agent gets a budget and a card of its own.

As a Claude Code plugin

This repository is also a plugin marketplace. Installing it brings five skills, four for keeping the books and one for the CLI itself, and the personal MCP connection they run on:

/plugin marketplace add cheetah-trade/orla-cli/plugin install orla@orla

The first tool call opens the ordinary consent page in a browser, where you pick the spaces this machine may reach. /mcp shows the connection and starts that flow by hand.

SkillWhat it does
orla-categorizeSorts uncategorized rows into categories, in batches you confirm first.
orla-month-closeCloses a month: spend, budgets that broke, what is unsorted, what the space is worth, what waits for a signature. Reads only.
orla-settle-upBalances and the settle-up plan in a shared space, and records shared expenses from your own account of a trip.
orla-counterparty-checkWhat a business space knows about a counterparty or address before money goes out.
orlaThe CLI from a terminal: the exact commands, the JSON envelope and exit codes, and where paying stops.

The plugin points at https://app.orla.finance/api/mcp/personal, which is the door that holds no tool that moves money. The skills say so, and the address is what makes it true rather than a promise: payments, transfers and card details are withheld there and refused if asked for by name.

Two things the skills lean on, worth knowing before you read them. A connection approved without "show full details" receives payees and addresses masked, which limits how much of a bank import can be categorized from four characters. And the tool list stops at 200 rows per call, with the true count beside it, so a busy month is read month by month rather than in one gulp.

contracts/mcp-personal-tools.json is the committed shape of that door, and test/skills.test.js checks every tool and argument the skills name against it.

Where the token lives

The OS keychain: security on macOS, secret-tool on Linux. Where neither exists it falls back to a 0600 file under your config directory and says so on stderr, because a refresh token quietly landing on disk is not something to discover later.

orla logout clears both.

Development

bash
npm installnpm run check   # typesnpm run build   # dist/

The server this talks to is not in this repository. --api points the CLI at a different deployment, and the session records which one minted it, so a token from one environment is never replayed against another.

Contributions are welcome. See CONTRIBUTING.md.

Evals

test/skills.test.js checks that the skill agrees with the CLI. It cannot check the thing the skill exists for: whether an agent reading it stops guessing. That is what evals/ is for. Each case runs twice, once with this plugin and once without it, so the difference is what the skill itself changed.

CaseWhat it checks
space-defaultorla use takes the space id as a positional argument, and not as a --space flag
payment-approvedapproved means a person signed it, not that the money left; only executed carries a reference
cli-cannot-payno command here moves money, and the answer says so instead of inventing one
bash
claude plugin eval .                              # both arms, three runs per caseclaude plugin eval . --case space-default --runs 1

The MCP server stays down while they run: under the default --mocks record a server with no mock is not started, so the cases need no live door, no OAuth and no account.

What the last run measured

2026-09-18, plugin 0.2.1, Claude Code 2.1.270, three runs per case in each arm, model not pinned (the CLI's default, and the default judge). Whole suite: 294 seconds, $1.53.

CaseWith the skillWithout itΔ
space-default1.000.33+0.67
cli-cannot-pay1.000.67+0.33
payment-approved1.000.83+0.17

Read it honestly. The skill earns most of its keep on the command surface: without it the model got orla use wrong in three runs out of three, because guessing a CLI's argument shape is exactly what it cannot do. On the money questions the base model is already careful most of the time, and the skill turns "most of the time" into every run, which is the part that matters when the answer is whether somebody was paid.

Worth knowing about the baseline arm: without the skill the model usually did not invent a command, it declined and asked to see --help first. That is the better failure, and it is still a failure for an agent expected to act.

These numbers are one run on one day, not a benchmark. Re-run the command above and you will get your own.

License

MIT. See LICENSE.

来源:README.md,提交 f3de724

工具

0
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版本历史

2
  1. v0.3.0最新Sep 19, 2026
  2. v0.1.2Sep 16, 2026

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