copilot-moneyQuery 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.
Install via ClawdBot CLI:
clawdbot install jayhickey/copilot-moneyCommand-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-clicopilot-money config init
copilot-money accounts
copilot-money networthcopilot-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 entryConfig 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.
Generated Mar 1, 2026
Financial advisors can use this CLI to automatically pull client data from Copilot Money into custom dashboards. By scripting regular data exports, they can monitor client portfolios, track net worth trends, and generate personalized reports without manual data entry.
Investment managers can programmatically fetch holdings and allocation data to analyze portfolio drift. They can create scripts that trigger alerts when asset allocations deviate from targets, enabling proactive rebalancing decisions based on real-time client data.
Corporate finance teams can extract transaction data for employee expense audits. By filtering transactions and exporting to JSON, they can integrate with compliance systems to flag unusual spending patterns and generate audit trails for regulatory reporting.
Fintech startups can build services that regularly sync bank connections and analyze transaction patterns. They can offer clients automated insights into spending habits, cash flow projections, and net worth tracking by integrating this CLI into their backend systems.
Tax professionals can automate data collection for client tax returns. By pulling transaction histories and investment holdings, they can categorize deductible expenses, calculate capital gains, and populate tax forms with accurate financial data.
Offer the basic CLI for free to individual users while charging enterprises for advanced features like API access, custom integrations, and priority support. Revenue comes from corporate licenses and consulting services for implementation.
Use the CLI as a data ingestion layer for a cloud-based analytics platform. Charge subscription fees for dashboards, predictive insights, and automated reporting that processes the financial data extracted via the CLI.
License the technology to banks and financial institutions who want to offer branded personal finance tools. Revenue comes from white-label licensing fees and ongoing maintenance contracts for custom integrations.
💬 Integration Tip
Use the --json flag for machine-readable output and schedule regular refresh commands to keep data current in automated workflows.
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