Skill: nelsongallardo/ledgi (version 1.0.0)

--- name: ledgi description: Interact with the user's Ledgi personal finance data. Use when the user asks about their accounts, balances, net worth, holdings, investments, ISA allowances, pensions, snapshots, or wants to add/update financial data. allowed-tools: Bash(ledgi *), Bash(echo *), Write --- # Ledgi CLI Skill You can interact with the user's Ledgi personal finance tracker using the `ledgi` CLI. All financial data is accessed through the Ledgi Agent API. ## Prerequisites - The `ledgi` CLI must be installed. If not, install with: ```bash curl -fsSL https://raw.githubusercontent.com/LedgiApp/ledgi-cli/main/install.sh | bash ``` - The `LEDGI_API_KEY` environment variable must be set, or the user must have run `ledgi login --api-key ledgi_sk_...` If a command fails with an auth error, ask the user to set their API key. ## Core workflows ### Read financial data ```bash ledgi accounts list # All accounts ledgi accounts list --type isa_stocks # Filter by type ledgi holdings list # All investment holdings ledgi holdings list --account-id ID # Holdings in one account ledgi networth summary # Net worth breakdown ledgi snapshots list # Historical snapshots ledgi isa summary # ISA allowance and usage ``` All commands return JSON by default. Use `--output table` for human-readable output when displaying to the user. ### Create or update accounts For a single account: ```bash ledgi accounts upsert --name "Monzo Current" --type current --balance 2500 --currency GBP --institution Monzo ``` For multiple accounts, write a JSON file then bulk-upsert: ```bash ledgi accounts bulk-upsert --file /tmp/accounts.json ``` See [schemas.md](schemas.md) for JSON file formats. ### Create or update holdings Write a JSON file then bulk-upsert: ```bash ledgi holdings bulk-upsert --file /tmp/holdings.json ``` ### Take a net worth snapshot ```bash ledgi snapshots create ledgi snapshots create --date 2026-01-31 ``` ### Log an ISA deposit ```bash ledgi isa deposit --account-id ACCOUNT_ID --amount 5000 --date 2026-02-24 ``` ## Valid account types Use these exact values for the `--type` flag: - **Cash**: `cash`, `current`, `savings`, `premium_bonds` - **ISA**: `isa_cash`, `isa_stocks`, `isa_lifetime`, `isa_innovative` - **Pension**: `pension`, `pension_workplace`, `pension_sipp`, `pension_state` - **Investment**: `investment`, `crypto_wallet` - **Property**: `property` - **Debt**: `credit_card`, `loan`, `mortgage`, `student_loan` - **Other**: `other_asset`, `other_liability` ## Error handling - **401 Unauthorized**: API key is missing or invalid. Ask the user to check their key. - **403 Forbidden**: The API key doesn't have the required scope. Tell the user which scope is needed. - **404 Not Found**: The referenced resource doesn't exist. - **422 Validation Error**: Invalid input. Check the account type or required fields. ## Important notes - Always use `--output table` when showing results to the user for readability. - When creating accounts, include `--external-id` for idempotency so re-running won't create duplicates. - Monetary values are in the account's currency (default GBP). - The `--date` flag uses `YYYY-MM-DD` format. For full command reference, see [commands.md](commands.md). For JSON file schemas, see [schemas.md](schemas.md).


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