{"skill":{"slug":"ledgi","displayName":"Ledgi","summary":"Interact with the user's Ledgi personal finance data. Use when the user asks about their accounts, balances, net worth, holdings, investments, ISA allowances...","description":"---\nname: ledgi\ndescription: Interact with the user's Ledgi personal finance data. Use when the user asks about their accounts, balances, net worth, holdings, investments, ISA allowances, pensions, snapshots, or wants to add/update financial data.\nallowed-tools: Bash(ledgi *), Bash(echo *), Write\n---\n\n# Ledgi CLI Skill\n\nYou can interact with the user's Ledgi personal finance tracker using the `ledgi` CLI. All financial data is accessed through the Ledgi Agent API.\n\n## Prerequisites\n\n- The `ledgi` CLI must be installed. If not, install with:\n  ```bash\n  curl -fsSL https://raw.githubusercontent.com/LedgiApp/ledgi-cli/main/install.sh | bash\n  ```\n- The `LEDGI_API_KEY` environment variable must be set, or the user must have run `ledgi login --api-key ledgi_sk_...`\n\nIf a command fails with an auth error, ask the user to set their API key.\n\n## Core workflows\n\n### Read financial data\n\n```bash\nledgi accounts list                    # All accounts\nledgi accounts list --type isa_stocks  # Filter by type\nledgi holdings list                    # All investment holdings\nledgi holdings list --account-id ID    # Holdings in one account\nledgi networth summary                 # Net worth breakdown\nledgi snapshots list                   # Historical snapshots\nledgi isa summary                      # ISA allowance and usage\n```\n\nAll commands return JSON by default. Use `--output table` for human-readable output when displaying to the user.\n\n### Create or update accounts\n\nFor a single account:\n```bash\nledgi accounts upsert --name \"Monzo Current\" --type current --balance 2500 --currency GBP --institution Monzo\n```\n\nFor multiple accounts, write a JSON file then bulk-upsert:\n```bash\nledgi accounts bulk-upsert --file /tmp/accounts.json\n```\n\nSee [schemas.md](schemas.md) for JSON file formats.\n\n### Create or update holdings\n\nWrite a JSON file then bulk-upsert:\n```bash\nledgi holdings bulk-upsert --file /tmp/holdings.json\n```\n\n### Take a net worth snapshot\n\n```bash\nledgi snapshots create\nledgi snapshots create --date 2026-01-31\n```\n\n### Log an ISA deposit\n\n```bash\nledgi isa deposit --account-id ACCOUNT_ID --amount 5000 --date 2026-02-24\n```\n\n## Valid account types\n\nUse these exact values for the `--type` flag:\n\n- **Cash**: `cash`, `current`, `savings`, `premium_bonds`\n- **ISA**: `isa_cash`, `isa_stocks`, `isa_lifetime`, `isa_innovative`\n- **Pension**: `pension`, `pension_workplace`, `pension_sipp`, `pension_state`\n- **Investment**: `investment`, `crypto_wallet`\n- **Property**: `property`\n- **Debt**: `credit_card`, `loan`, `mortgage`, `student_loan`\n- **Other**: `other_asset`, `other_liability`\n\n## Error handling\n\n- **401 Unauthorized**: API key is missing or invalid. Ask the user to check their key.\n- **403 Forbidden**: The API key doesn't have the required scope. Tell the user which scope is needed.\n- **404 Not Found**: The referenced resource doesn't exist.\n- **422 Validation Error**: Invalid input. Check the account type or required fields.\n\n## Important notes\n\n- Always use `--output table` when showing results to the user for readability.\n- When creating accounts, include `--external-id` for idempotency so re-running won't create duplicates.\n- Monetary values are in the account's currency (default GBP).\n- The `--date` flag uses `YYYY-MM-DD` format.\n\nFor full command reference, see [commands.md](commands.md).\nFor JSON file schemas, see [schemas.md](schemas.md).\n","topics":["Financial","Personal"],"tags":{"latest":"1.0.0"},"stats":{"comments":0,"downloads":649,"installsAllTime":24,"installsCurrent":0,"stars":0,"versions":1},"createdAt":1773616798379,"updatedAt":1779000451196},"latestVersion":{"version":"1.0.0","createdAt":1773616798379,"changelog":"- Initial release of the ledgi skill for interacting with personal finance data via the ledgi CLI.\n- Supports listing, creating, and updating accounts, holdings, snapshots, and ISA deposits.\n- Provides summaries for accounts, holdings, net worth, ISA usage, and historical snapshots.\n- Includes error handling for authorization issues and invalid input.\n- Detailed instructions for bulk operations and required account types.","license":"MIT-0"},"metadata":null,"owner":{"handle":"nelsongallardo","userId":"s17dwcxx2zyjx06ewd325w8j9x885rwa","displayName":"nelsongallardo","image":"https://avatars.githubusercontent.com/u/2769300?v=4"},"moderation":{"isSuspicious":false,"isMalwareBlocked":false,"verdict":"clean","reasonCodes":["review.llm_review"],"summary":"Review: review.llm_review","engineVersion":"v2.4.24","updatedAt":1780089907783}}