How do I install the Copilot Money skill?

Run npx skillmds@latest add modbender/copilot-money in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Copilot Money safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: makes network calls, reads secrets. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Copilot Money?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Copilot Money free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Copilot Money?

modbender (@modbender) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Copilot Money by modbender — Agent Skill

Name: Copilot Money
Rating: 4.2 (5 reviews)
Author: modbender

Copilot Money

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.

modbender Updated Sep 9, 2026 12 repo stars

File contents

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)

---name: copilot-moneydescription: 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](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)

Frequently asked questions