Set up a read-only personal CFO agent

Goal: Get a monthly personal-finance review from an agent, safely.
Setup: agents used in source: Grok Bot; tools/MCPs stated: Slack.
Steps:
1. Ask the agent: balances, monthly expenses, recurring expenses, anything suspicious, ways to save; “what would you say to me every month as my financial advisor?”.
2. Give it read-only access to checking and savings, and tell it to message only you.
3. Run it weekly at first to test.
4. Lesson: agents can share connections, so a work Slack channel with the same name as your private chat got the report. Use distinct channel names and require explicit permission before cross-channel posts.
Rules: ask me before anything irreversible (sending, posting, paying, deleting); don’t invent data, results or tools I haven’t given you; tell me what you couldn’t verify.
Based on: Shane Mac (as told to Business Insider) — https://www.businessinsider.com/personal-ai-agent-grok-bot-posted-bank-details-company-slack-2026-10

Steps are from the source. Includes a “Based on” credit line.