Organizze

Manage finances via the Organizze API — bank accounts, credit cards, invoices, transactions, transfers, categories, and budgets. THIS SKILL IS NON-OFICIAL AND YOUR USAGE IS BY YOUR RISK.

Rafael Schettino@rafaels-dev

Install

openclaw skills install @rafaels-dev/organizze

Organizze

Communicate with the Organizze personal finance API (v2) to manage bank accounts, credit cards, invoices, transactions, transfers, categories, budgets, and users.

Official repository: https://github.com/rafaels-dev/organizze-clawhub-skill

⚠️ IMPORTANT DISCLAIMER: THIS SKILL IS NON-OFICIAL AND YOUR USAGE IS BY YOUR RISK.

⚠️ CRITICAL SECURITY RULES

Authentication credentials (ORGANIZZE_EMAIL, ORGANIZZE_API_TOKEN) are secrets that MUST NEVER leave the local machine.

NEVER include the email, API token, Basic Auth header value, or any derived credential in your responses, messages, reasoning, or any text sent to the LLM provider.
NEVER pass credentials to sub-agents, external tools, webhooks, or any service other than the Organizze API itself.
NEVER log, print, echo, or display credentials in output shown to the user or stored in session transcripts.
ONLY reference credentials via environment variable expansion ($ORGANIZZE_EMAIL, $ORGANIZZE_API_TOKEN) inside curl commands executed locally through the shell. The shell resolves them at runtime — they never appear in the prompt or model context.
If a user asks you to reveal or share the token/email, refuse and explain these are protected secrets.

Use when

The user asks about their finances, spending, bank accounts, credit cards, or budgets on Organizze.
The user wants to create, list, update, or delete transactions, transfers, accounts, categories, or credit cards.
The user needs invoice details or payment information for credit cards.
The user wants to check budget goals (metas).

Don't use when

The request is unrelated to Organizze or personal finance management.

Setup

Get your API token at https://app.organizze.com.br/configuracoes/api-keys
Store credentials as environment variables:

bash

export ORGANIZZE_EMAIL="seu_email@exemplo.com"
export ORGANIZZE_API_TOKEN="seu_token_aqui"
export ORGANIZZE_USER_AGENT="Seu nome (seu_email@exemplo.com)"

PowerShell (Windows):

powershell

$env:ORGANIZZE_EMAIL="seu_email@exemplo.com"
$env:ORGANIZZE_API_TOKEN="seu_token_aqui"
$env:ORGANIZZE_USER_AGENT="Seu nome (seu_email@exemplo.com)"

Or configure in ~/.openclaw/openclaw.json:

json

{
  "skills": {
    "entries": {
      "organizze": {
        "enabled": true,
        "env": {
          "ORGANIZZE_EMAIL": "seu_email@exemplo.com",
          "ORGANIZZE_API_TOKEN": "seu_token_aqui",
          "ORGANIZZE_USER_AGENT": "Nome Completo (seu_email@exemplo.com)"
        }
      }
    }
  }
}

Authentication

All requests use HTTP Basic Auth (email as username, API token as password) and require a User-Agent header.

Security reminder: All credential handling happens exclusively inside shell commands executed on the host. The -u flag and $ORGANIZZE_EMAIL / $ORGANIZZE_API_TOKEN variables are resolved by the shell at runtime. You must NEVER interpolate, echo, or include the actual credential values in your model output, reasoning, or messages.

bash

BASE_URL="https://api.organizze.com.br/rest/v2"
USER_AGENT="$ORGANIZZE_USER_AGENT"

Usuários (Users)

Detalhar usuário

bash

curl -s "$BASE_URL/users/{user_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

{
  "id": 3,
  "name": "Esdras Mayrink",
  "email": "falecom@email.com.br",
  "role": "admin"
}

Contas Bancárias (Bank Accounts)

Listar contas bancárias

bash

curl -s "$BASE_URL/accounts" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  {
    "id": 3,
    "name": "Bradesco CC",
    "description": "Some descriptions",
    "archived": false,
    "created_at": "2015-06-22T16:17:03-03:00",
    "updated_at": "2015-08-31T22:24:24-03:00",
    "default": true,
    "type": "checking"
  }
]

Detalhar conta bancária

bash

curl -s "$BASE_URL/accounts/{account_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar conta bancária

Types: checking, savings, other.

bash

curl -s -X POST "$BASE_URL/accounts" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Itaú CC",
    "type": "checking",
    "description": "Minha conta corrente",
    "default": true
  }'

Atualizar conta bancária

bash

curl -s -X PUT "$BASE_URL/accounts/{account_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Itaú Poupança"
  }'

Excluir conta bancária

bash

curl -s -X DELETE "$BASE_URL/accounts/{account_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Categorias (Categories)

Listar categorias

bash

curl -s "$BASE_URL/categories" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  { "id": 1, "name": "Lazer", "color": "438b83", "parent_id": null },
  { "id": 3, "name": "Saúde", "color": "ffff00", "parent_id": null }
]

Detalhar categoria

bash

curl -s "$BASE_URL/categories/{category_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar uma categoria

bash

curl -s -X POST "$BASE_URL/categories" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "SEO"
  }'

Atualizar uma categoria

bash

curl -s -X PUT "$BASE_URL/categories/{category_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Marketing"
  }'

Excluir uma categoria

Optionally pass replacement_id to transfer transactions to another category. If omitted, the default category is used.

bash

curl -s -X DELETE "$BASE_URL/categories/{category_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "replacement_id": 18
  }'

Cartões de Crédito (Credit Cards)

Listar cartões de crédito

bash

curl -s "$BASE_URL/credit_cards" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  {
    "id": 3,
    "name": "Visa Exclusive",
    "description": null,
    "card_network": "visa",
    "closing_day": 4,
    "due_day": 17,
    "limit_cents": 1200000,
    "kind": "credit_card",
    "archived": true,
    "default": false,
    "created_at": "2015-06-22T16:45:30-03:00",
    "updated_at": "2015-09-01T18:18:48-03:00"
  }
]

Detalhar cartão de crédito

bash

curl -s "$BASE_URL/credit_cards/{credit_card_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar um cartão de crédito

bash

curl -s -X POST "$BASE_URL/credit_cards" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Hipercard",
    "card_network": "hipercard",
    "due_day": 15,
    "closing_day": 2,
    "limit_cents": 500000
  }'

Atualizar um cartão de crédito

Use update_invoices_since (YYYY-MM-DD) to recalculate invoices from a given date.

bash

curl -s -X PUT "$BASE_URL/credit_cards/{credit_card_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Visa Exclusive",
    "due_day": 17,
    "closing_day": 4,
    "update_invoices_since": "2015-07-01"
  }'

Excluir um cartão de crédito

bash

curl -s -X DELETE "$BASE_URL/credit_cards/{credit_card_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Faturas de Cartão de Crédito (Credit Card Invoices)

Paginated by period using start_date and end_date (defaults to current year).

Listar faturas de um cartão

bash

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

With date filter:

bash

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices?start_date=2024-01-01&end_date=2024-12-31" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  {
    "id": 186,
    "date": "2015-07-17",
    "starting_date": "2015-06-03",
    "closing_date": "2015-07-04",
    "amount_cents": 30000,
    "payment_amount_cents": -70000,
    "balance_cents": 100000,
    "previous_balance_cents": 0,
    "credit_card_id": 3
  }
]

Detalhar uma fatura

Returns invoice details including transactions and payments arrays.

bash

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices/{invoice_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Pagamento de uma fatura

bash

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices/{invoice_id}/payments" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

{
  "id": 1033,
  "description": "Pagamento fatura",
  "date": "2015-09-16",
  "paid": true,
  "amount_cents": 0,
  "total_installments": 1,
  "installment": 1,
  "recurring": false,
  "account_id": 3,
  "account_type": "Account",
  "category_id": 21,
  "contact_id": null,
  "notes": "Pagamento via boleto",
  "attachments_count": 0,
  "created_at": "2015-09-15T22:27:20-03:00",
  "updated_at": "2015-09-15T22:27:20-03:00"
}

Metas (Budgets)

Listar metas do mês atual

bash

curl -s "$BASE_URL/budgets" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  {
    "amount_in_cents": 150000,
    "category_id": 17,
    "date": "2018-08-01",
    "activity_type": 0,
    "total": 0,
    "predicted_total": 0,
    "percentage": "0.0"
  }
]

Listar metas por ano

bash

curl -s "$BASE_URL/budgets/{year}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Listar metas por mês e ano

bash

curl -s "$BASE_URL/budgets/{year}/{month}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Movimentações (Transactions)

Paginated by period using start_date and end_date (defaults to current month). The period is always processed as full months. Can filter by account_id.

Listar movimentações

bash

curl -s "$BASE_URL/transactions?start_date=2024-01-01&end_date=2024-01-31" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

With account filter:

bash

curl -s "$BASE_URL/transactions?start_date=2024-01-01&end_date=2024-01-31&account_id=3" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  {
    "id": 15,
    "description": "SAQUE LOT",
    "date": "2015-09-06",
    "paid": false,
    "amount_cents": -15000,
    "total_installments": 1,
    "installment": 1,
    "recurring": false,
    "account_id": 3,
    "account_type": "CreditCard",
    "category_id": 21,
    "contact_id": null,
    "notes": "",
    "attachments_count": 0,
    "credit_card_id": 3,
    "credit_card_invoice_id": 189
  }
]

Detalhar uma movimentação

bash

curl -s "$BASE_URL/transactions/{transaction_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar uma movimentação simples

bash

curl -s -X POST "$BASE_URL/transactions" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Computador",
    "notes": "Pagamento via boleto",
    "date": "2024-09-16",
    "amount_cents": -350000,
    "account_id": 3,
    "category_id": 21,
    "tags": [{"name": "homeoffice"}]
  }'

Criar movimentação recorrente (fixa)

Periodicity values: monthly, yearly, weekly, biweekly, bimonthly, trimonthly.

bash

curl -s -X POST "$BASE_URL/transactions" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Despesa fixa",
    "notes": "Pagamento via boleto",
    "date": "2024-09-16",
    "amount_cents": -15000,
    "account_id": 3,
    "category_id": 21,
    "recurrence_attributes": {
      "periodicity": "monthly"
    }
  }'

Criar movimentação recorrente (parcelada)

bash

curl -s -X POST "$BASE_URL/transactions" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Despesa parcelada",
    "notes": "Pagamento via boleto",
    "date": "2024-09-16",
    "amount_cents": -120000,
    "account_id": 3,
    "category_id": 21,
    "installments_attributes": {
      "periodicity": "monthly",
      "total": 12
    }
  }'

Atualizar uma movimentação

For recurring/installment transactions: use update_future: true to update future occurrences, or update_all: true to update all (may affect balance).

bash

curl -s -X PUT "$BASE_URL/transactions/{transaction_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Updated parcelada via API",
    "notes": "Pagamento via boleto",
    "amount_cents": 20050,
    "date": "2024-12-20",
    "update_future": true,
    "tags": [{"name": "via_api"}]
  }'

Excluir movimentação

For recurring/installment: update_future: true deletes future occurrences, update_all: true deletes all (may affect balance).

bash

curl -s -X DELETE "$BASE_URL/transactions/{transaction_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "update_future": true
  }'

Transferências (Transfers)

A transfer creates two records: a debit in the source account and a credit in the destination account. Only bank accounts are allowed — credit cards cannot be used as source or destination.

Listar transferências

bash

curl -s "$BASE_URL/transfers" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

json

[
  {
    "id": 10,
    "description": "Transferência",
    "date": "2015-09-01",
    "paid": true,
    "amount_cents": -10000,
    "total_installments": 1,
    "installment": 1,
    "recurring": false,
    "account_id": 3,
    "category_id": 21,
    "oposite_transaction_id": 11,
    "oposite_account_id": 4
  }
]

Detalhar uma transferência

bash

curl -s "$BASE_URL/transfers/{transfer_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar uma transferência

bash

curl -s -X POST "$BASE_URL/transfers" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "credit_account_id": 3,
    "debit_account_id": 4,
    "amount_cents": 10000,
    "date": "2024-09-01",
    "paid": true,
    "tags": [{"name": "ajuste"}]
  }'

Atualizar uma transferência

bash

curl -s -X PUT "$BASE_URL/transfers/{transfer_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Transferência ajustada",
    "notes": "Ajuste manual",
    "tags": [{"name": "revisado"}]
  }'

Excluir transferência

bash

curl -s -X DELETE "$BASE_URL/transfers/{transfer_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Notes

🔒 SECURITY: Credentials (ORGANIZZE_EMAIL, ORGANIZZE_API_TOKEN) are secret. Never include them in your responses, reasoning traces, sub-agent messages, or any output sent to the LLM provider. Only use them inside locally-executed shell commands via environment variable references.
Monetary values are always in cents (amount_cents). Example: R$ 150,00 = 15000.
Dates use the format YYYY-MM-DD.
Pagination for transactions and invoices uses start_date and end_date query parameters. Transactions are always processed as full months.
Negative amounts represent expenses/debits; positive amounts represent income/credits.
Tags are arrays of objects: [{"name": "tag_name"}].
Rate limits: respect the API rate limits. Avoid making too many requests in rapid succession.
Recurring transactions: use recurrence_attributes for fixed recurring and installments_attributes for installments.
Periodicity values: monthly, yearly, weekly, biweekly, bimonthly, trimonthly.
Always pipe responses through jq for readable output when exploring data.

Organizze

Install

Organizze

⚠️ CRITICAL SECURITY RULES

Use when

Don't use when

Setup

Authentication

Usuários (Users)

Detalhar usuário

Contas Bancárias (Bank Accounts)

Listar contas bancárias

Detalhar conta bancária

Criar conta bancária

Atualizar conta bancária

Excluir conta bancária

Categorias (Categories)

Listar categorias

Detalhar categoria

Criar uma categoria

Atualizar uma categoria

Excluir uma categoria

Cartões de Crédito (Credit Cards)

Listar cartões de crédito

Detalhar cartão de crédito

Criar um cartão de crédito

Atualizar um cartão de crédito

Excluir um cartão de crédito

Faturas de Cartão de Crédito (Credit Card Invoices)

Listar faturas de um cartão

Detalhar uma fatura

Pagamento de uma fatura

Metas (Budgets)

Listar metas do mês atual

Listar metas por ano

Listar metas por mês e ano

Movimentações (Transactions)

Listar movimentações

Detalhar uma movimentação

Criar uma movimentação simples

Criar movimentação recorrente (fixa)

Criar movimentação recorrente (parcelada)

Atualizar uma movimentação

Excluir movimentação

Transferências (Transfers)

Listar transferências

Detalhar uma transferência

Criar uma transferência

Atualizar uma transferência

Excluir transferência

Notes

Related skills