Review personal finance data from Copilot Money, including account balances, recent transactions, net worth, investment holdings, and asset allocation. Refresh bank connections when you need updated financial data or filter and export results for further use.
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.
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See how to installReview the instructions the agent will receive before you install.
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.
pip install copilot-money-cli
copilot-money config init
copilot-money accounts
copilot-money networth
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
Config stored at ~/.config/copilot-money/config.json. The CLI auto-detects your Copilot Money refresh token from supported browsers on macOS.
copilot-money config initcopilot-money config init --source arc|chrome|safari|firefoxcopilot-money config init --source manualWhen 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.
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