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PPlaidSpendingYour approval
1Connects to Plaid
2Brings account balances
3You approve
What It Does
Brings account balances, investments, debts and spending into one dashboard and flags changes without transferring money or trading. Connect apps with a Grok Bot connector.
Who It’s For:Account holders wanting a current overview of their personal finances.
What You Ask It
“Show my current net worth and debts”
“Track my cash flow and asset allocation”
What You Get Back
You get a live dashboard and alerts covering net worth, allocation, cash flow, and debts through linked accounts.
What It Connects To
Plaid
What It Won’t Do
It only reads your accounts. It cannot transfer money or place trades.
P① From your apps→
② Works on your task→
③ You review
Free template · creator-made, not Swarm School · check its permissions before adding
Safety and permissionsAccess, approvals and your responsibility
Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.
Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.
How to use Grok Bot, step by step: install it, sign in, give your first Bot one clear job, connect apps safely, then turn what works into skills and routines.
Every Grok Bot connector we could confirm in xAI's and Cursor's docs, what each one can do, and how to connect apps without giving your Bots too much access.
What a Grok Bot template includes and leaves out, a five-point check before you click Add Bot, how to share your own (public vs. team), and how to move a Bot to a new account.
