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.
What this skill does
# Copilot Money CLI Command-line interface for [Copilot Money](https://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 ```bash pip install copilot-money-cli ``` ## Quick start ```bash copilot-money config init copilot-money accounts copilot-money networth ``` ## Commands ```bash 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)
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