financial-site-bypass-workflow

name	financial-site-bypass-workflow
description	Workflow for accessing restricted financial sites when browser automation is blocked
version	1.0.0
source	auto-extracted
extracted	"2026-04-14T00:00:00.000Z"
metadata	{"tags":["browser","finance","workaround","data-export"]}

Financial Site Bypass Workflow

When Claude-in-Chrome blocks financial domains (Fidelity, brokerages), direct browser automation fails. Instead: (1) Take a screenshot and paste it to Claude for OCR, (2) Manually export CSV/transaction files from the site UI and load them via file path, or (3) Copy/paste table data directly into chat. Store exported files in a local workspace folder and back them up to git. This preserves data access without unblocking security restrictions.