skills.rest
stripe
stripeOFFICIAL
Explore all skills by this author →
Website𝕏@StripeDevGitHub

financial-insights

Reads Link wallet transactions, balances, and sources to answer financial questions.

750|105|Updated Apr 23, 2026
Search Tags:#financial data#CLI#stripe#Transactions#spending analysis#Link#account balance
One-click install
npx skills add https://github.com/stripe/link-cli --skill financial-insights
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-insights
Source: https://github.com/stripe/link-cli/tree/main/skills/financial-insights
Command: npx skills add https://github.com/stripe/link-cli --skill financial-insights

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires @stripe/link-cli.

What problem does it solve?

Agents need a safe, read-only way to answer user questions about their Link-connected financial data — such as spending history, account balances, and linked accounts — without moving money or exposing payment credentials.

Core Features & Use Cases

  • Transaction Queries: List and filter Link and bank-imported transactions by date range, category, origin, or source to answer spending and income questions.
  • Balance Retrieval: Fetch current and available balances for cash and credit accounts, with currency-aware formatting and per-source breakdowns.
  • Source Inspection: List connected wallet sources with metadata like institution, type, capabilities, and granted actions.
  • Scoped Authentication: Request only the minimum source actions needed (e.g., read_balances, read_link_transactions) via login or session upgrade flows.
  • Use Case: A user asks "How much did I spend on restaurants last month?" — the agent authenticates with read_link_transactions, queries transactions filtered by date and category, and returns a summarized total.

Quick Start

Ask the agent to check your Link balance or summarize your recent spending, and it will authenticate and retrieve only the data needed to answer.

Frequently Asked Questions about financial-insights

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

FAQPage Schema
How do I check my Link account balance with an agent?▼

Run link-cli balances list --format json after authenticating with the read_balances source action. The response includes current balance per source, plus cash.available or credit.used depending on the account type.

How to list Link transactions filtered by date or category?▼

Use link-cli transactions list with --start-date, --end-date, --category, --origin, or --source flags. Results are paginated; when has_more is true, pass the final transaction id as --starting-after to fetch the next page.

What permissions does link-cli need to read financial data?▼

It requires scoped source actions granted during authentication: read_link_transactions, read_external_transactions, read_balances, or read_source_details. Request only the minimum actions needed, using auth login for new sessions or auth upgrade for existing ones.

Can this skill move money or make payments?▼

No. All commands are read-only and cannot move money, initiate payments, modify accounts, or expose payment credentials. For payments, use the create-payment-credential skill instead.

Why are Link transaction amounts shown as large integers?▼

All monetary amounts are integers in the currency's smallest unit, so 152340 means $1,523.40 USD. Format them with a currency-aware formatter using the ISO 4217 minor-unit exponent rather than always dividing by 100.

Related Skills

Explore More Finance & Accounting Skills→
anthropicsanthropics
23.8k

setup-zoom-oauth

Configure Zoom OAuth grants, scopes, and token refresh for app integrations.

Official
Intermediate
AradotsoAradotso
4

stripe-link-cli

Retrieve one-time Stripe Link payment credentials for agent-driven checkouts.

Official
Advanced
hvkshetryhvkshetry
15

budget-review

Analyze monthly budget variance, spending trends, anomalies, and savings rate.

Community
Intermediate
TMHSDigitalTMHSDigital

plaid-link-setup

Set up Plaid Link integration with token creation and exchange.

Community
Advanced