Ledgi CLI Skill

You can interact with the user's Ledgi personal finance tracker using the ledgi CLI. All financial data is accessed through the Ledgi Agent API.

Prerequisites

• The ledgi CLI must be installed. If not, install with:

  curl -fsSL https://raw.githubusercontent.com/LedgiApp/ledgi-cli/main/install.sh | bash
  

• The LEDGI_API_KEY environment variable must be set, or the user must have run ledgi login --api-key ledgi_sk_...

If a command fails with an auth error, ask the user to set their API key.

Core workflows

Read financial data

ledgi accounts list                    # All accounts
ledgi accounts list --type isa_stocks  # Filter by type
ledgi holdings list                    # All investment holdings
ledgi holdings list --account-id ID    # Holdings in one account
ledgi networth summary                 # Net worth breakdown
ledgi snapshots list                   # Historical snapshots
ledgi isa summary                      # ISA allowance and usage

All commands return JSON by default. Use --output table for human-readable output when displaying to the user.

Create or update accounts

For a single account:

ledgi accounts upsert --name "Monzo Current" --type current --balance 2500 --currency GBP --institution Monzo

For multiple accounts, write a JSON file then bulk-upsert:

ledgi accounts bulk-upsert --file /tmp/accounts.json

See schemas.md for JSON file formats.

Create or update holdings

Write a JSON file then bulk-upsert:

ledgi holdings bulk-upsert --file /tmp/holdings.json

Take a net worth snapshot

ledgi snapshots create
ledgi snapshots create --date 2026-01-31

Log an ISA deposit

ledgi isa deposit --account-id ACCOUNT_ID --amount 5000 --date 2026-02-24

Valid account types

Use these exact values for the --type flag:

• Cash: cash, current, savings, premium_bonds
• ISA: isa_cash, isa_stocks, isa_lifetime, isa_innovative
• Pension: pension, pension_workplace, pension_sipp, pension_state
• Investment: investment, crypto_wallet
• Property: property
• Debt: credit_card, loan, mortgage, student_loan
• Other: other_asset, other_liability

Error handling

• 401 Unauthorized: API key is missing or invalid. Ask the user to check their key.
• 403 Forbidden: The API key doesn't have the required scope. Tell the user which scope is needed.
• 404 Not Found: The referenced resource doesn't exist.
• 422 Validation Error: Invalid input. Check the account type or required fields.

Important notes

• Always use --output table when showing results to the user for readability.
• When creating accounts, include --external-id for idempotency so re-running won't create duplicates.
• Monetary values are in the account's currency (default GBP).
• The --date flag uses YYYY-MM-DD format.

For full command reference, see commands.md. For JSON file schemas, see schemas.md.