npm package: @ktmcp-cli/yodlee
Description: Production-ready CLI for Yodlee Core APIs - financial data aggregation
Author: KTMCP
Latest version: 1.0.0

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> "Six months ago, everyone was talking about MCPs. And I was like, screw MCPs. Every MCP would be better as a CLI."
>
> — [Peter Steinberger](https://twitter.com/steipete), Founder of OpenClaw
> [Watch on YouTube (~2:39:00)](https://www.youtube.com/@lexfridman) | [Lex Fridman Podcast #491](https://lexfridman.com/peter-steinberger/)

# Yodlee CLI

> **⚠️ Unofficial CLI** - Not officially sponsored or affiliated with Yodlee / Envestnet.

A production-ready command-line interface for the [Yodlee Core APIs](https://developer.envestnet.com/products/yodlee) — the world's leading financial data aggregation platform. Access accounts, transactions, holdings, and providers directly from your terminal.

## Features

- **Accounts** — List and inspect all linked financial accounts
- **Transactions** — Browse and filter financial transactions
- **Holdings** — View investment portfolio holdings
- **Providers** — Discover supported financial institutions
- **Linked Accounts** — Manage provider account connections
- **User** — Access user profile and preferences
- **JSON output** — All commands support `--json` for scripting
- **Colorized output** — Clean terminal output with chalk

## Installation

```bash
npm install -g @ktmcp-cli/yodlee
```

## Quick Start

```bash
# Configure credentials (get from Yodlee Developer Portal)
yodlee config set --client-id YOUR_CLIENT_ID --secret YOUR_SECRET

# List all linked accounts
yodlee accounts list

# View recent transactions
yodlee transactions list --top 20

# Check investment holdings
yodlee holdings list
```

## Commands

### Config

```bash
yodlee config set --client-id <id> --secret <secret>
yodlee config show
```

### Accounts

```bash
yodlee accounts list
yodlee accounts list --account-type BANK
yodlee accounts get <account-id>
```

Account types: `BANK`, `CREDIT`, `INVESTMENT`, `INSURANCE`, `LOAN`, `REWARD`

### Transactions

```bash
yodlee transactions list
yodlee transactions list --account-id <id>
yodlee transactions list --from-date 2024-01-01 --to-date 2024-12-31
yodlee transactions list --top 100 --json
yodlee transactions count
```

### Holdings

```bash
yodlee holdings list
yodlee holdings list --account-id <id> --json
```

### Providers

```bash
yodlee providers list
yodlee providers list --name "Chase"
yodlee providers get <provider-id>
```

### Linked Accounts

```bash
yodlee linked list
```

### User

```bash
yodlee user get
yodlee user get --json
```

## JSON Output

All commands support `--json` for structured output:

```bash
yodlee accounts list --json | jq '.[].accountName'
yodlee transactions list --json | jq '.[] | select(.amount.amount > 100)'
```

## Why CLI > MCP?

No server to run. No protocol overhead. Just install and go.

- **Simpler** — Just a binary you call directly
- **Composable** — Pipe to `jq`, `grep`, `awk`
- **Scriptable** — Works in cron jobs, CI/CD, shell scripts
- **Portable** — Install once, use everywhere

## License

MIT — Part of the [Kill The MCP](https://killthemcp.com) project.