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delorenj
delorenjCOMMUNITY
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copilot-money

Query and refresh personal finance data from Copilot Money via CLI.

Updated Feb 10, 2026
Search Tags:#finance#transactions#personal finance#accounts#investments#net worth#copilot money
One-click install
npx skills add https://github.com/delorenj/00_ceiling --skill copilot-money-delorenj
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: copilot-money
Source: https://github.com/delorenj/00_ceiling/tree/main/copilot-money
Command: npx skills add https://github.com/delorenj/00_ceiling --skill copilot-money-delorenj

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a command-line interface to query and manage personal finance data from Copilot Money, simplifying access to account balances, transactions, and net worth.

Core Features & Use Cases

  • Financial Data Query: Access accounts, transactions, net worth, and investment holdings.
  • Data Refresh: Sync and refresh bank connections to ensure up-to-date financial information.
  • Use Case: When a user asks "What's my current net worth?" or "Show me my recent credit card transactions," this Skill can provide the answer by querying the Copilot Money API.

Quick Start

Run copilot-money accounts to see a list of your accounts with their balances.

Frequently Asked Questions about copilot-money

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I query my personal finance data like account balances and net worth?▼

This Skill queries personal finance data by accessing the Copilot Money API via a CLI tool. You can retrieve current account balances, transactions, net worth, and investment holdings by running commands like `copilot-money accounts`.

Can I sync and refresh bank connections to see up-to-date transactions?▼

Yes, the Skill supports bank connection synchronization and data refresh. You can trigger refreshes via the CLI tool to ensure your account balances and recent transactions are fully up-to-date.

What do I need to authenticate and access my Copilot Money transactions?▼

You need Python 3.10+ and a valid authentication token to access your Copilot Money transactions. The token can be retrieved automatically from your browser sessions or input manually into the CLI tool configuration.

Does this tool work for querying investment holdings and net worth?▼

Yes, querying investment holdings and calculating net worth are core features. The Skill retrieves your current portfolio data and aggregates all account balances to provide an accurate net worth figure via the Copilot Money API.

What are the limitations of using a CLI tool for personal finance management?▼

A key limitation is the dependency on Python 3.10+ and the requirement to retrieve authentication tokens from browsers manually. As a CLI tool, it also lacks the graphical dashboards and visual net worth tracking found in the native Copilot Money app.

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