A professional command-line interface for querying Copilot Money personal finance data including balances, holdings, and asset allocation.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install copilot-money
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install copilot-money using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Copilot Money CLI?
Copilot Money CLI is an unofficial yet powerful terminal-based interface for the Copilot Money personal finance ecosystem. It enables developers and power users to access their financial data programmatically without needing to open the mobile or desktop app. By utilizing Openclaw Skills, this tool provides a bridge for AI agents to retrieve real-time account balances, investment holdings, and transaction history directly into their workflows.
The skill excels at providing structured visibility into your financial health. Whether you need to check your net worth, analyze your asset allocation across stocks and bonds, or simply refresh your bank connections, this tool offers a developer-friendly way to interact with your Copilot Money data securely and efficiently.
Copilot Money CLI Use Cases
- Monitor real-time net worth and asset liabilities via the terminal.
- Automate the retrieval of recent transactions for custom budgeting or reporting scripts.
- Refresh bank connections programmatically to ensure financial data is always current.
- Analyze investment holdings and asset allocation for portfolio rebalancing.
- Integrate financial data into wider automation workflows using Openclaw Skills.
How Copilot Money CLI Works
- The user installs the Python-based CLI tool and initializes the configuration on a macOS system.
- The CLI authenticates by securely extracting a session token from the user's local browser (Chrome, Arc, Safari, or Firefox) or via manual entry.
- Commands are issued to the Copilot Money API to fetch specific datasets like accounts, transactions, or holdings.
- The tool processes the API response and returns either human-readable tables or machine-readable JSON for further processing.
- AI agents leveraging Openclaw Skills use these outputs to provide insights or perform automated financial tasks.
Copilot Money CLI Setup
Installation
Ensure you have Python 3.10+ installed. Install the package via pip:
pip install copilot-money-cli
Configuration and Authentication
Initialize the configuration. On macOS, the CLI can auto-detect your session token from your browser:
# Auto-detect token from your default browser
copilot-money config init
# Or specify a specific browser
copilot-money config init --source chrome
For non-macOS systems or manual setup, use the manual source:
copilot-money config init --source manual
Copilot Money CLI Data Schema & Taxonomy
The skill organizes financial data into logical modules for easy consumption by Openclaw Skills workflows:
| Module | Description | Key Data Points |
|---|---|---|
| Accounts | Financial institutions and balances | Name, Balance, Account Type, Institution |
| Transactions | Historical spending and income | Date, Amount, Merchant, Category |
| Holdings | Individual investment securities | Symbol, Name, Price, Quantity, Value |
| Allocation | Portfolio distribution | Asset Class (Stocks/Bonds), Region (US/Intl) |
| Net Worth | High-level financial summary | Total Assets, Total Liabilities, Net Value |
Copilot Money CLI Advanced Features
- Multi-browser support for automated token extraction (Chrome, Firefox, Safari, Arc).
- JSON output mode for all data commands to facilitate seamless piping into other tools.
- Granular filtering for accounts by type (e.g., Credit, Depository, Investment).
- Grouping capabilities for holdings by account or ticker symbol to analyze portfolio density.
- Native bank connection refresh triggers to bypass manual app synchronization.
SKILL.md
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