
Use when listing, filtering, creating, summarizing, or deleting financial transactions via the montte CLI. Covers all options for date ranges, types, account/category filters, and pagination.
Use when managing transaction categories via the montte CLI: listing by type, creating parent or subcategories, archiving (soft delete), or permanently removing.
Use when authenticating the CLI, managing API keys, or handling "Not logged in" errors. Covers login, logout, whoami, and env var auth.
Use when listing, inspecting, or creating bank accounts via the montte CLI. Covers account types (checking, savings, investment, payment, cash) and initial balance setup.
Use when an agent needs to install, set up, or run any montte CLI command. Covers authentication, global flags, and available command groups.
Use when creating or checking monthly budget goals per category via the montte CLI. Covers listing progress (percent used), alert thresholds, and removing goals.
Use when integrating @montte/hyprpay SDK to sync customer lifecycle with Montte. Covers createHyprPayClient setup, customers.create/get/update/list, subscriptions, usage ingestion, benefits, coupons, customer portal, HyprPayError handling, and the better-auth plugin for automatic customer creation on signup.