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    "name": "Manage PocketSmith transactions, categories, budgets and financial data",
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    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
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      "Extract it into a folder your agent can access.",
      "Paste one of the prompts below and point your agent at the extracted folder."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete."
      },
      {
        "label": "Upgrade existing",
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  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "PocketSmith Skill",
        "body": "Manage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data."
      },
      {
        "title": "Prerequisites",
        "body": "Set these environment variables:\n\nPOCKETSMITH_DEVELOPER_KEY - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys)\nPOCKETSMITH_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)"
      },
      {
        "title": "Commands",
        "body": "All commands should be run from the skill directory using uv run pocketsmith."
      },
      {
        "title": "Authentication",
        "body": "# Check authentication status and get user info\npocketsmith auth status\n\n# Get current user details\npocketsmith me"
      },
      {
        "title": "Transactions",
        "body": "# Get a single transaction\npocketsmith transactions get <transaction_id>\n\n# List transactions for a user\npocketsmith transactions list-by-user <user_id>\npocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31\npocketsmith transactions list-by-user <user_id> --search \"coffee\"\npocketsmith transactions list-by-user <user_id> --uncategorised\npocketsmith transactions list-by-user <user_id> --needs-review\npocketsmith transactions list-by-user <user_id> --type debit\n\n# List transactions by account\npocketsmith transactions list-by-account <account_id>\n\n# List transactions by category\npocketsmith transactions list-by-category <category_ids>  # comma-separated\n\n# List transactions by transaction account\npocketsmith transactions list-by-transaction-account <transaction_account_id>\n\n# Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith transactions create <transaction_account_id> --payee \"Store Name\" --amount -50.00 --date 2024-01-15\npocketsmith transactions create <transaction_account_id> --payee \"Salary\" --amount 5000.00 --date 2024-01-01 --category-id 123\n\n# Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith transactions update <transaction_id> --category-id 456\npocketsmith transactions update <transaction_id> --payee \"New Payee\" --note \"Updated note\"\npocketsmith transactions update <transaction_id> --labels \"groceries,essential\"\n\n# Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith transactions delete <transaction_id>"
      },
      {
        "title": "Categories",
        "body": "# Get a single category\npocketsmith categories get <category_id>\n\n# List all categories for a user\npocketsmith categories list <user_id>\n\n# Create a category (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith categories create <user_id> --title \"New Category\"\npocketsmith categories create <user_id> --title \"Subcategory\" --parent-id 123\npocketsmith categories create <user_id> --title \"Bills\" --colour \"#ff0000\" --is-bill true\n\n# Update a category (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith categories update <category_id> --title \"Renamed Category\"\npocketsmith categories update <category_id> --parent-id 456\npocketsmith categories update <category_id> --no-parent  # Make top-level\npocketsmith categories update <category_id> --colour \"#00ff00\"\n\n# Delete a category (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith categories delete <category_id>"
      },
      {
        "title": "Labels",
        "body": "# List all labels for a user\npocketsmith labels list <user_id>"
      },
      {
        "title": "Budget",
        "body": "# List budget for a user (per-category budget analysis)\npocketsmith budget list <user_id>\npocketsmith budget list <user_id> --roll-up true\n\n# Get budget summary for a user\npocketsmith budget summary <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31\n\n# Get trend analysis (requires category and scenario IDs)\npocketsmith budget trend <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 --categories \"123,456\" --scenarios \"1,2\"\n\n# Refresh forecast cache (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith budget refresh <user_id>"
      },
      {
        "title": "Transaction Filter Options",
        "body": "When listing transactions, these filters are available:\n\n--start-date - Filter from date (YYYY-MM-DD)\n--end-date - Filter to date (YYYY-MM-DD)\n--updated-since - Only transactions updated after this datetime\n--uncategorised - Only uncategorised transactions\n--type - Filter by type: debit or credit\n--needs-review - Only transactions needing review\n--search - Search term for payee/memo\n--page - Page number for pagination"
      },
      {
        "title": "Category Options",
        "body": "When creating/updating categories:\n\n--title - Category name\n--colour - CSS hex colour (e.g., #ff0000)\n--parent-id - Parent category ID for subcategories\n--no-parent - Make category top-level (update only)\n--is-transfer - Mark as transfer category (true/false)\n--is-bill - Mark as bill category (true/false)\n--roll-up - Roll up to parent category (true/false)\n--refund-behaviour - debit_only or credit_only"
      },
      {
        "title": "Output Format",
        "body": "All commands output JSON. Example transaction:\n\n{\n  \"id\": 1234567,\n  \"payee\": \"Coffee Shop\",\n  \"amount\": -5.50,\n  \"date\": \"2024-01-15\",\n  \"category\": {\n    \"id\": 123,\n    \"title\": \"Eating Out\"\n  },\n  \"transaction_account\": {\n    \"id\": 456,\n    \"name\": \"Checking Account\"\n  }\n}"
      },
      {
        "title": "Date Format",
        "body": "All dates use YYYY-MM-DD format (e.g., 2024-01-15)."
      },
      {
        "title": "Write Protection",
        "body": "Write operations (create, update, delete) are disabled by default for safety. To enable them:\n\nexport POCKETSMITH_ALLOW_WRITES=true\n\nWithout this, write commands will fail with:\n\n{\"error\": \"Write operations are disabled by default. Set POCKETSMITH_ALLOW_WRITES=true to enable create, update, and delete operations.\", \"hint\": \"export POCKETSMITH_ALLOW_WRITES=true\"}"
      },
      {
        "title": "Search and Categorize Transactions",
        "body": "# Find uncategorised transactions\npocketsmith transactions list-by-user 123456 --uncategorised\n\n# Search for specific transactions\npocketsmith transactions list-by-user 123456 --search \"Netflix\"\n\n# Categorize a transaction\npocketsmith transactions update 789012 --category-id 456"
      },
      {
        "title": "Organize Categories",
        "body": "# List existing categories\npocketsmith categories list 123456\n\n# Create a new subcategory\npocketsmith categories create 123456 --title \"Streaming\" --parent-id 789\n\n# Move a category under a different parent\npocketsmith categories update 101112 --parent-id 789"
      },
      {
        "title": "Review Transactions",
        "body": "# Find transactions needing review\npocketsmith transactions list-by-user 123456 --needs-review\n\n# Mark as reviewed by updating\npocketsmith transactions update 789012 --needs-review false"
      }
    ],
    "body": "PocketSmith Skill\n\nManage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.\n\nPrerequisites\n\nSet these environment variables:\n\nPOCKETSMITH_DEVELOPER_KEY - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys)\nPOCKETSMITH_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)\nCommands\n\nAll commands should be run from the skill directory using uv run pocketsmith.\n\nAuthentication\n# Check authentication status and get user info\npocketsmith auth status\n\n# Get current user details\npocketsmith me\n\nTransactions\n# Get a single transaction\npocketsmith transactions get <transaction_id>\n\n# List transactions for a user\npocketsmith transactions list-by-user <user_id>\npocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31\npocketsmith transactions list-by-user <user_id> --search \"coffee\"\npocketsmith transactions list-by-user <user_id> --uncategorised\npocketsmith transactions list-by-user <user_id> --needs-review\npocketsmith transactions list-by-user <user_id> --type debit\n\n# List transactions by account\npocketsmith transactions list-by-account <account_id>\n\n# List transactions by category\npocketsmith transactions list-by-category <category_ids>  # comma-separated\n\n# List transactions by transaction account\npocketsmith transactions list-by-transaction-account <transaction_account_id>\n\n# Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith transactions create <transaction_account_id> --payee \"Store Name\" --amount -50.00 --date 2024-01-15\npocketsmith transactions create <transaction_account_id> --payee \"Salary\" --amount 5000.00 --date 2024-01-01 --category-id 123\n\n# Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith transactions update <transaction_id> --category-id 456\npocketsmith transactions update <transaction_id> --payee \"New Payee\" --note \"Updated note\"\npocketsmith transactions update <transaction_id> --labels \"groceries,essential\"\n\n# Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith transactions delete <transaction_id>\n\nCategories\n# Get a single category\npocketsmith categories get <category_id>\n\n# List all categories for a user\npocketsmith categories list <user_id>\n\n# Create a category (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith categories create <user_id> --title \"New Category\"\npocketsmith categories create <user_id> --title \"Subcategory\" --parent-id 123\npocketsmith categories create <user_id> --title \"Bills\" --colour \"#ff0000\" --is-bill true\n\n# Update a category (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith categories update <category_id> --title \"Renamed Category\"\npocketsmith categories update <category_id> --parent-id 456\npocketsmith categories update <category_id> --no-parent  # Make top-level\npocketsmith categories update <category_id> --colour \"#00ff00\"\n\n# Delete a category (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith categories delete <category_id>\n\nLabels\n# List all labels for a user\npocketsmith labels list <user_id>\n\nBudget\n# List budget for a user (per-category budget analysis)\npocketsmith budget list <user_id>\npocketsmith budget list <user_id> --roll-up true\n\n# Get budget summary for a user\npocketsmith budget summary <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31\n\n# Get trend analysis (requires category and scenario IDs)\npocketsmith budget trend <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 --categories \"123,456\" --scenarios \"1,2\"\n\n# Refresh forecast cache (requires POCKETSMITH_ALLOW_WRITES=true)\npocketsmith budget refresh <user_id>\n\nTransaction Filter Options\n\nWhen listing transactions, these filters are available:\n\n--start-date - Filter from date (YYYY-MM-DD)\n--end-date - Filter to date (YYYY-MM-DD)\n--updated-since - Only transactions updated after this datetime\n--uncategorised - Only uncategorised transactions\n--type - Filter by type: debit or credit\n--needs-review - Only transactions needing review\n--search - Search term for payee/memo\n--page - Page number for pagination\nCategory Options\n\nWhen creating/updating categories:\n\n--title - Category name\n--colour - CSS hex colour (e.g., #ff0000)\n--parent-id - Parent category ID for subcategories\n--no-parent - Make category top-level (update only)\n--is-transfer - Mark as transfer category (true/false)\n--is-bill - Mark as bill category (true/false)\n--roll-up - Roll up to parent category (true/false)\n--refund-behaviour - debit_only or credit_only\nOutput Format\n\nAll commands output JSON. Example transaction:\n\n{\n  \"id\": 1234567,\n  \"payee\": \"Coffee Shop\",\n  \"amount\": -5.50,\n  \"date\": \"2024-01-15\",\n  \"category\": {\n    \"id\": 123,\n    \"title\": \"Eating Out\"\n  },\n  \"transaction_account\": {\n    \"id\": 456,\n    \"name\": \"Checking Account\"\n  }\n}\n\nDate Format\n\nAll dates use YYYY-MM-DD format (e.g., 2024-01-15).\n\nWrite Protection\n\nWrite operations (create, update, delete) are disabled by default for safety. To enable them:\n\nexport POCKETSMITH_ALLOW_WRITES=true\n\n\nWithout this, write commands will fail with:\n\n{\"error\": \"Write operations are disabled by default. Set POCKETSMITH_ALLOW_WRITES=true to enable create, update, and delete operations.\", \"hint\": \"export POCKETSMITH_ALLOW_WRITES=true\"}\n\nCommon Workflows\nSearch and Categorize Transactions\n# Find uncategorised transactions\npocketsmith transactions list-by-user 123456 --uncategorised\n\n# Search for specific transactions\npocketsmith transactions list-by-user 123456 --search \"Netflix\"\n\n# Categorize a transaction\npocketsmith transactions update 789012 --category-id 456\n\nOrganize Categories\n# List existing categories\npocketsmith categories list 123456\n\n# Create a new subcategory\npocketsmith categories create 123456 --title \"Streaming\" --parent-id 789\n\n# Move a category under a different parent\npocketsmith categories update 101112 --parent-id 789\n\nReview Transactions\n# Find transactions needing review\npocketsmith transactions list-by-user 123456 --needs-review\n\n# Mark as reviewed by updating\npocketsmith transactions update 789012 --needs-review false"
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    "owner": "lextoumbourou",
    "version": "v1.0.0",
    "license": null,
    "verificationStatus": "Indexed source record"
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