Documentation Overview

Welcome to the Bliss documentation. Use the sidebar to navigate through the different sections, or jump directly to a topic below.

Guides

Step-by-step walkthroughs from first run to power user.

Docker Quick Start — Run Bliss with one command
Initial Account Setup — Set up accounts, banks, and categories
Choosing Your External Services — Gemini, Twelve Data (stock prices + FX rates), Plaid
Importing Transactions — CSV/XLSX import and the Bliss Native format
Investment Portfolios — FIFO lots, multi-currency PnL, live pricing
Bank Sync with Plaid — Automatic transaction sync
AI Classification — The 4-tier pipeline and how to train it
Tracking Subscriptions — Detect recurring charges, see total recurring spend, confirm or dismiss
Financial Insights — AI-generated monthly, quarterly, annual, and portfolio reports across 16 financial lenses
Choosing the Right Category — Pick categories that keep reports and classification clean
Passive Income — Project dividends, interest, and rent over the next 12 to 36 months
Bring Your Finances into Bliss with Claude — Let Claude interview you, plan, and guide your imports
Use Bliss with Claude (MCP) — Connect Claude with OAuth or an integration token
Connecting AI Agents — API tokens, roles, and what agents can and cannot do
MCP Tool Reference — Every tool Claude can call
Multi-Tenant Deployment — Production architecture with Vercel, Railway, and Prisma
Maintenance — Backups, upgrades, and housekeeping
Key Rotation — Rotate encryption and API keys safely

Architecture — System design, service communication, database schema, and security model
Configuration — Environment variables and integration setup
API Reference — Interactive OpenAPI documentation for all endpoints
Specifications — Feature specs with links to source files on GitHub