Orla

finance.orla由 orla.finance 發布官方發布者v0.3.0更新於 Oct 27, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

Orla 讓助理接入個人、家庭或企業的法幣與加密貨幣帳本,可查看空間、帳戶與交易,並記錄新交易。

可以做什麼
  • 列出連線可存取的空間與帳戶,並設定預設空間
  • 依日期、帳戶與關鍵字篩選、搜尋交易
  • 記錄一筆交易,含帳戶、類型、金額、日期、收款方與備註
  • 將同樣的紀錄匯出為 CSV
  • 查看此連線被授予哪些工具、可存取哪些空間
  • 為僅支援 stdio 的 MCP 用戶端橋接到遠端 HTTP 端點
適用情境
適合讓助理檢視支出、分類或月結、查看共享空間中的餘額,或依你自己的旅行紀錄登記共同開銷,同時不賦予它付款能力。
執行需求
可使用遠端 Streamable HTTP 端點,透過瀏覽器同意頁完成 OAuth 登入;或使用 npm 套件 orla-cli 以 npx 執行,需要 Node 22 或更新版本。工作階段存於作業系統鑰匙圈,沒有鑰匙圈時存為 0600 檔案。不需環境變數。
安裝前請注意
此連線只讀取與記錄,不能付款;個人端點不提供動用金錢的工具,按名稱要求也會被拒絕。另一端點可建立有獨立預算的代理,除非確實要接入機器人,否則應使用個人位址。記錄交易會寫入資料。未勾選完整詳情的連線看到的收款方與位址會被遮蔽。CLI 會保存更新權杖,存於鑰匙圈或磁碟檔案。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Orla,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/finance.orla%2Forla/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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.

來源:README.md,提交 f3de724

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版本歷史

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

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