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.
5.7
Rating
0
Installs
Business & Productivity
Category
Excellent skill providing comprehensive CLI access to Copilot Money personal finance data. The description clearly covers all capabilities (accounts, transactions, net worth, holdings, allocation, refresh). Task knowledge is thorough with complete command examples, authentication flow, and filtering options. Structure is clean and well-organized with installation, quick start, and detailed command reference. Novelty is good - while CLI invocation is straightforward, it provides meaningful value by consolidating multiple finance queries into a single authenticated interface, reducing token overhead for financial data retrieval and avoiding repeated API authentication logic. Minor limitation: platform-specific (macOS) for auto-detection, though manual entry works everywhere.
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