Commands

Authentication

nummo auth signup <email> Creates a new Nummo account and sends a magic link to the provided email. Use when the user wants to get started or is not yet authenticated.

nummo auth status Checks whether the user is authenticated and shows their email and session expiry. Use to verify setup before running other commands.

Accounts

nummo accounts connect Starts the bank connection flow and returns a Plaid Link URL. Share the URL with the user — they must open it in a browser to connect their bank. Use when the user wants to add a bank account.

nummo accounts list Lists all connected bank accounts grouped by institution, with account name and last 4 digits. Use to show the user what banks are connected, or to verify a connection was successful.

nummo accounts txs [--from YYYY-MM-DD] [--to YYYY-MM-DD] [--all] Returns individual transactions with date, merchant, amount, account, and category. Default range: last 7 days. Use --all to fetch all available history. Amounts: + = income, - = spending. Use for: finding specific transactions, merchant lookups, category drill-downs, recent activity.

nummo accounts summary [--from YYYY-MM-DD] [--to YYYY-MM-DD] Returns total income and spending, broken down by category and subcategory. Default range: last 30 days. Use for: spending overviews, budget questions, monthly recaps, "how much did I spend on X".

Subscription

nummo sub tiers Lists available subscription plans with pricing, billing interval, account limits, and transaction history access.

nummo sub me Shows the user's current plan, status, trial end date or next billing date. Use to check subscription status or when the user asks about their plan.

nummo sub checkout <tier> Creates a Stripe checkout session for trial users and returns a payment URL. Share the URL with the user — they must open it in a browser to complete the purchase. Valid tiers: pro_monthly, pro_yearly, max_monthly, max_yearly. Use nummo sub tiers first if the user is unsure which plan to choose.

nummo sub change <tier> Same as checkout but for users who are already subscribed and want to change plans.

nummo sub cancel Informs the user how to cancel their subscription.

Guidelines

• Always ask for permission before calling any tool. This skill gives you read access to financial data, and you must get explicit consent from the user.
• If no date range is mentioned, use the command defaults — don't ask the user for dates.
• Use summary by default when the user asks broad questions about their finances. - Use txs for specific lookups or drill-downs.
• When a command returns a URL (connect, checkout, change), always present it clearly and tell the user to open it in their browser.