copilot-money

Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.

Safety Notice

This listing is from the official public ClawHub registry. Review SKILL.md and referenced scripts before running.

Copy this and send it to your AI assistant to learn

Install skill "copilot-money" with this command: npx skills add jayhickey/copilot-money

Copilot Money CLI

Command-line interface for Copilot Money, a personal finance app. Authenticate once and query accounts, transactions, holdings, and allocation data from your terminal.

Note: This is an unofficial tool and is not affiliated with Copilot Money.

Install

pip install copilot-money-cli

Quick start

copilot-money config init
copilot-money accounts
copilot-money networth

Commands

copilot-money refresh                     # Refresh all bank connections
copilot-money accounts                    # List accounts with balances
copilot-money accounts --type CREDIT      # Filter by type
copilot-money accounts --json             # Output as JSON
copilot-money transactions                # Recent transactions (default 20)
copilot-money transactions --count 50     # Specify count
copilot-money networth                    # Assets, liabilities, net worth
copilot-money holdings                    # Investment holdings (grouped by type)
copilot-money holdings --group account    # Group by account
copilot-money holdings --group symbol     # Group by symbol
copilot-money holdings --type ETF         # Filter by security type
copilot-money allocation                  # Stocks/bonds with US/Intl split
copilot-money config show                 # Show config and token status
copilot-money config init                 # Auto-detect token from browsers
copilot-money config init --source chrome # From specific browser
copilot-money config init --source manual # Manual token entry

Authentication

Config stored at ~/.config/copilot-money/config.json. The CLI auto-detects your Copilot Money refresh token from supported browsers on macOS.

  • Auto-detect: copilot-money config init
  • Explicit source: copilot-money config init --source arc|chrome|safari|firefox
  • Manual entry: copilot-money config init --source manual

When using browser auto-detection, the CLI reads your browser's local IndexedDB storage to find your Copilot Money session token. This happens locally — no data is sent anywhere except to Copilot Money's API.

Requirements

  • Python 3.10+
  • macOS for browser token extraction (manual token entry works everywhere)

Source Transparency

This detail page is rendered from real SKILL.md content. Trust labels are metadata-based hints, not a safety guarantee.

Related Skills

Related by shared tags or category signals.

General

ksdsl-skilll

Captures learnings, errors, and corrections to enable continuous improvement. Use when: (1) A command or operation fails unexpectedly, (2) User corrects Clau...

Registry SourceRecently Updated
3640f1zzyw
General

Openclaw Skill Intelligence Ingestion

Auto-analyze URLs/info for OpenClaw strategic value, classify, create Obsidian notes, update memory. Use when user shares a URL, article, tweet, or any exter...

Registry SourceRecently Updated
General

Truth first

Evidence-first verification for status, config, file contents, actions, connectivity, mounts, and model selection. Use before answering any such claim.

Registry SourceRecently Updated
General

http-retry

Automatically retries HTTP requests with exponential backoff, timeout control, and connection pooling to handle network errors and rate limits.

Registry SourceRecently Updated