--- name: ponto-cli description: > Access Ponto banking data via the ponto CLI. Use when the user wants to list bank accounts, view transactions, export transaction history to CSV/JSON, check account balances, trigger bank syncs, view pending transactions, or automate banking data workflows. Triggered by mentions of Ponto, bank accounts, transactions, banking API, or financial data export. --- # ponto-cli Command-line interface for the [Ponto](https://myponto.com) banking API. Access account data, transactions, and sync status. ## Quick Start ```bash # Verify auth ponto auth status # List accounts ponto accounts list --json # List recent transactions ponto transactions list --since=-30d --json ``` ## Authentication Ponto uses OAuth2 with client credentials from the Ponto dashboard. The user must run `ponto auth login` interactively to store credentials in the system keyring. Do not attempt auth setup on behalf of the user. ```bash # Check if authenticated ponto auth status # Credentials stored in OS keyring # Config at ~/.config/ponto/config.yaml ``` ## Core Rules 1. **Always use `--json`** when parsing output. Table format is for display only. 2. **Read before write** -- fetch current state before triggering syncs. 3. **Set default account** -- use `ponto config set account-id ` to avoid `--account-id` on every command. 4. **Pipe with jq** -- extract IDs/fields: `ponto accounts list --json | jq -r '.[].id'` 5. **Multi-profile** -- use `--profile=sandbox` or `--sandbox` for sandbox environment. ## Output Formats | Flag | Format | Use case | |------|--------|----------| | (default) | Table | User-facing display | | `--json` | JSON | Agent parsing, scripting | | `--csv` | CSV | Spreadsheet export | | `--plain` | TSV | Pipe to awk/cut | ## Workflows ### List Accounts and Set Default ```bash # Get all accounts ponto accounts list --json # Set default to avoid --account-id on future commands ponto config set account-id # Verify setting ponto config get account-id ``` ### View Transactions ```bash # Last 30 days ponto transactions list --since=-30d --json # Filter by type ponto transactions list --type=income --json ponto transactions list --type=expense --json # Get single transaction ponto transactions get --json ``` ### Export Transactions ```bash # Export to CSV ponto transactions export --format=csv > transactions.csv # Export with date filter ponto transactions export --since=-90d --format=csv > q1.csv # Export as JSON ponto transactions export --format=json > transactions.json ``` ### Trigger Bank Sync ```bash # Create synchronization for account transactions ponto sync create --subtype=accountTransactions # Check sync status ponto sync get --json # List recent syncs ponto sync list --json ``` ### Pending Transactions ```bash # List pending (not yet cleared) transactions ponto pending-transactions list --json ``` ### Financial Institutions ```bash # List supported banks ponto financial-institutions list --json ``` ### Organization Info ```bash # Show Ponto organization details ponto organization show --json ``` ## Scripting Examples ```bash # Get account ID ACCOUNT=$(ponto accounts list --json | jq -r '.[0].id') # Export income only ponto transactions list --type=income --json | jq -r '.[] | [.date, .amount, .counterpartName] | @tsv' # Sum expenses last 30 days ponto transactions list --type=expense --since=-30d --json | jq '[.[].amount] | add' ``` ## Profiles ```bash # Login to sandbox environment ponto auth login --profile=sandbox # Use sandbox profile ponto --profile=sandbox accounts list ponto --sandbox accounts list # shorthand # Set profile via env export PONTO_PROFILE=sandbox ``` ## Environment Variables | Variable | Description | |----------|-------------| | `PONTO_PROFILE` | Default profile name | | `PONTO_ENABLE_COMMANDS` | Comma-separated allowed commands | | `PONTO_KEYRING_BACKEND` | Keyring backend (auto/keychain/file) | ## Command Reference | Command | Description | |---------|-------------| | `auth login` | Store credentials in keyring | | `auth logout` | Remove credentials | | `auth status` | Show auth status | | `accounts list` | List all accounts | | `accounts get ` | Get account details | | `accounts sync ` | Trigger account sync | | `transactions list` | List transactions | | `transactions get ` | Get transaction details | | `transactions export` | Export transactions | | `sync create` | Create synchronization | | `sync get ` | Get sync status | | `sync list` | List synchronizations | | `pending-transactions list` | List pending transactions | | `financial-institutions list` | List banks | | `organization show` | Show organization info | | `config set ` | Set config value | | `config get ` | Get config value | ## Guidelines - Never expose or log OAuth credentials or keyring contents. - Banking data is sensitive -- avoid logging transaction details unnecessarily. - Syncs may take time to complete -- poll status if needed. - Rate limits apply -- the CLI handles retries automatically. ## Installation ```bash brew install dedene/tap/ponto-cli ```

ponto-cli

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