Agent skill · marketing growth · sundial-org
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.
Why this skill is useful
Adds specific commands and workflows for querying personal finance data that the AI wouldn't reliably generate on its own.
What it needs
Requires pip installed locally. Requires copilot.money account access. About 1k tokens when loaded. Last updated 2026-03-07. 639 stars on the source repository.
What this skill does
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 Quick start Commands 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)
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sundial-org/copilot-money