Copilot Money Skill

通过 copilot-money-cli 命令行查询 Copilot Money 个人财务数据：账户余额、近期交易、净值、投资持仓与资产配置，并可刷新银行连接；使用前需配置浏览器令牌，声明数据仅发送至 Copilot Money API，且为非官方工具。

jayhickey

热度 90.10

最近更新 2026-05-18 11:53:10

分类：生活依赖：代码执行 / 读写文件 / 第三方 API应用场景：个人理财 / 财务

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add copilot-money

Metadata

name: copilot-money
description: Query 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.

Copilot Money CLI

Command-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.

Install

pip install copilot-money-cli

Quick start

copilot-money config init
copilot-money accounts
copilot-money networth

Commands

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)