libraries/cli/skills/transactions/SKILL.md
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.
npx skillsauth add Montte-erp/montte-nx @montte/cli/transactionsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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montte transactions listList transactions with optional filters. Returns paginated results.
montte transactions list
montte transactions list --type expense --from 2024-01-01 --to 2024-01-31
montte transactions list --account <bank-account-id> --limit 50
montte transactions list --search "internet" --json
| Option | Description |
| ----------------- | ---------------------------------- |
| --type <type> | income, expense, or transfer |
| --from <date> | Start date YYYY-MM-DD |
| --to <date> | End date YYYY-MM-DD |
| --account <id> | Filter by bank account ID |
| --category <id> | Filter by category ID |
| --search <term> | Search by name/description |
| --page <n> | Page number (default: 1) |
| --limit <n> | Page size (default: 25) |
| --json | Output raw JSON |
montte transactions get <id>Get full details of a single transaction.
montte transactions get txn_abc123
montte transactions get txn_abc123 --json
montte transactions createCreate a new transaction.
montte transactions create \
--type expense \
--amount 99.90 \
--date 2024-03-15 \
--name "Subscription" \
--account <bank-account-id> \
--category <category-id>
| Option | Required | Description |
| ------------ | -------- | ---------------------------------- |
| --type | Yes | income, expense, or transfer |
| --amount | Yes | Decimal amount (e.g. 150.00) |
| --date | Yes | Date YYYY-MM-DD |
| --name | No | Description |
| --account | No | Bank account ID |
| --category | No | Category ID |
| --json | No | Output raw JSON |
montte transactions summaryGet aggregated totals (income, expense, balance) for a period.
montte transactions summary --from 2024-01-01 --to 2024-12-31
montte transactions summary --type expense --json
| Option | Description |
| -------- | ----------------------- |
| --from | Start date YYYY-MM-DD |
| --to | End date YYYY-MM-DD |
| --type | Filter by type |
| --json | Output raw JSON |
montte transactions remove <id>Permanently delete a transaction.
montte transactions remove txn_abc123
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 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.
tools
Use when authenticating the CLI, managing API keys, or handling "Not logged in" errors. Covers login, logout, whoami, and env var auth.