libraries/cli/skills/categories/SKILL.md
Use when managing transaction categories via the montte CLI: listing by type, creating parent or subcategories, archiving (soft delete), or permanently removing.
npx skillsauth add Montte-erp/montte-nx @montte/cli/categoriesInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
montte categories listList all categories.
montte categories list
montte categories list --type expense
montte categories list --archived --json
| Option | Description |
| --------------- | --------------------------- |
| --type <type> | income or expense |
| --archived | Include archived categories |
| --json | Output raw JSON |
Output columns: id, name, type, level, archived
montte categories createCreate a new category. Supports a parent category for subcategories.
montte categories create --name "Alimentação" --type expense
montte categories create --name "Restaurantes" --type expense --parent <parent-id> --color "#FF6B35"
| Option | Required | Description |
| ---------- | -------- | ------------------------------------------ |
| --name | Yes | Category name |
| --type | Yes | income or expense |
| --parent | No | Parent category ID (creates a subcategory) |
| --color | No | Hex color (e.g. #FF6B35) |
| --json | No | Output raw JSON |
montte categories archive <id>Archive a category (soft delete — transactions are preserved).
montte categories archive cat_abc123
montte categories remove <id>Permanently delete a category.
montte categories remove cat_abc123
level field).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 creating or checking monthly budget goals per category via the montte CLI. Covers listing progress (percent used), alert thresholds, and removing goals.
tools
Use when authenticating the CLI, managing API keys, or handling "Not logged in" errors. Covers login, logout, whoami, and env var auth.