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Copilot Money Skill

Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks a

Introduction

# 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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