libraries/cli/skills/accounts/SKILL.md
Use when listing, inspecting, or creating bank accounts via the montte CLI. Covers account types (checking, savings, investment, payment, cash) and initial balance setup.
npx skillsauth add Montte-erp/montte-nx @montte/cli/accountsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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montte accounts listList all bank accounts for the authenticated team.
montte accounts list
montte accounts list --archived
montte accounts list --json
| Option | Description |
| ------------ | ------------------------- |
| --archived | Include archived accounts |
| --json | Output raw JSON |
Output columns: id, name, type, status, balance
montte accounts get <id>Get full details of a single bank account.
montte accounts get acc_abc123
montte accounts get acc_abc123 --json
montte accounts createCreate a new bank account.
montte accounts create --name "Conta Corrente" --type checking --balance 1000.00
montte accounts create --name "Caixa" --type cash
| Option | Required | Description |
| ----------- | -------- | ------------------------------------------------------------------------------- |
| --name | Yes | Account name |
| --type | No | checking, savings, investment, payment, or cash (default: checking) |
| --balance | No | Initial balance as decimal (default: 0) |
| --json | No | Output raw JSON |
| Type | Description |
| ------------ | ---------------------------------------- |
| checking | Conta corrente |
| savings | Conta poupança |
| investment | Conta investimento |
| payment | Conta de pagamento (e.g. Nubank, PicPay) |
| cash | Caixa físico |
tools
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.
tools
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.
tools
Use when managing transaction categories via the montte CLI: listing by type, creating parent or subcategories, archiving (soft delete), or permanently removing.
tools
Use when creating or checking monthly budget goals per category via the montte CLI. Covers listing progress (percent used), alert thresholds, and removing goals.