copilot-money

What This Skill Does

The copilot-money skill is a powerful analytical engine for OpenClaw that enables users to query their personal financial data directly from the Copilot Money Mac application. Unlike typical finance aggregators that rely on cloud APIs, this skill interfaces locally with your Copilot database to provide privacy-focused insights. It bridges the gap between the application's raw SQLite transaction logs and its Firestore-based metadata, such as budget categories and recurring subscription definitions. By leveraging this skill, OpenClaw can perform deep-dives into your spending habits, track account balances over time, and correlate transactions with specific budget goals.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal: clawhub install openclaw/skills/skills/chardigio/copilot-money-mac Ensure that you have granted OpenClaw the necessary permissions to read from your Mac's Library directory, as the skill needs read-only access to the Copilot local storage containers to function effectively.

Use Cases

• Spending Analysis: Quickly identify which categories or merchants have been driving your expenses over the last month or quarter.
• Budget Management: Monitor how much of your allocated budget remains in specific categories like 'Dining Out' or 'Transportation'.
• Transaction Reconciliation: Find specific bank charges by name or date, even if the bank's raw description is obfuscated or unclear.
• Portfolio Insights: Access data related to your investment holdings and performance metrics stored within the Copilot app's local LevelDB cache.

Example Prompts

1. "How much did I spend on groceries during the last 30 days, and how does that compare to my monthly budget?"
2. "Show me the transaction history for my 'Rent' category and tell me if any of my recurring subscriptions have increased in price."
3. "What is the current balance across all my checking accounts, and what was the balance trend for my 'Savings' account last week?"

Tips & Limitations

• Read-Only: This skill is strictly designed for reading data. It cannot initiate bank transfers or modify your Copilot budget settings.
• Data Privacy: Because the skill operates on local database files, your financial data never leaves your machine unless you specifically send it to an external LLM provider via OpenClaw's standard interface.
• Metadata Complexity: Remember that some data resides in SQLite and some in LevelDB. If the agent struggles to find a category name, it may be pulling from the Firestore cache, which requires specific parsing logic handled by the agent's query builder.