Commands
Authentication
nummo auth signup <email>
Creates a new Nummo account and sends a magic link to the provided email.
Use when the user wants to get started or is not yet authenticated.
nummo auth status
Checks whether the user is authenticated and shows their email and session expiry.
Use to verify setup before running other commands.
Accounts
nummo accounts connect
Starts the bank connection flow and returns a Plaid Link URL.
Share the URL with the user — they must open it in a browser to connect their bank.
Use when the user wants to add a bank account.
nummo accounts list
Lists all connected bank accounts grouped by institution, with account name and last 4 digits.
Use to show the user what banks are connected, or to verify a connection was successful.
nummo accounts txs [--from YYYY-MM-DD] [--to YYYY-MM-DD] [--all]
Returns individual transactions with date, merchant, amount, account, and category.
Default range: last 7 days. Use --all to fetch all available history.
Amounts: + = income, - = spending.
Use for: finding specific transactions, merchant lookups, category drill-downs, recent activity.
nummo accounts summary [--from YYYY-MM-DD] [--to YYYY-MM-DD]
Returns total income and spending, broken down by category and subcategory.
Default range: last 30 days.
Use for: spending overviews, budget questions, monthly recaps, "how much did I spend on X".
Subscription
nummo sub tiers
Lists available subscription plans with pricing, billing interval, account limits, and transaction history access.
nummo sub me
Shows the user's current plan, status, trial end date or next billing date.
Use to check subscription status or when the user asks about their plan.
nummo sub checkout <tier>
Creates a Stripe checkout session for trial users and returns a payment URL.
Share the URL with the user — they must open it in a browser to complete the purchase.
Valid tiers: pro_monthly, pro_yearly, max_monthly, max_yearly.
Use nummo sub tiers first if the user is unsure which plan to choose.
nummo sub change <tier>
Same as checkout but for users who are already subscribed and want to change plans.
nummo sub cancel
Informs the user how to cancel their subscription.
Guidelines
- - Always ask for permission before calling any tool. This skill gives you read access to financial data, and you must get explicit consent from the user.
- If no date range is mentioned, use the command defaults — don't ask the user for dates.
- Use
summary by default when the user asks broad questions about their finances. - Use txs for specific lookups or drill-downs. - When a command returns a URL (connect, checkout, change), always present it clearly and tell the user to open it in their browser.
命令
身份验证
nummo auth signup <邮箱>
创建一个新的Nummo账户，并向提供的邮箱发送魔法链接。
当用户想要开始使用或尚未通过身份验证时使用。
nummo auth status
检查用户是否已通过身份验证，并显示其邮箱和会话过期时间。
在运行其他命令前用于验证设置。
账户
nummo accounts connect
启动银行连接流程并返回一个Plaid链接URL。
与用户分享该URL——他们必须在浏览器中打开以连接银行。
当用户想要添加银行账户时使用。
nummo accounts list
按机构分组列出所有已连接的银行账户，包含账户名称和最后四位数字。
用于向用户展示已连接的银行，或验证连接是否成功。
nummo accounts txs [--from 年-月-日] [--to 年-月-日] [--all]
返回包含日期、商户、金额、账户和类别的单笔交易记录。
默认范围：最近7天。使用--all获取所有可用历史记录。
金额：+ = 收入，- = 支出。
用于：查找特定交易、商户查询、类别钻取、近期活动。
nummo accounts summary [--from 年-月-日] [--to 年-月-日]
返回按类别和子类别细分的总收入和总支出。
默认范围：最近30天。
用于：支出概览、预算问题、月度总结、我在X上花了多少钱。
订阅
nummo sub tiers
列出可用订阅方案，包含定价、计费周期、账户限额和交易历史访问权限。
nummo sub me
显示用户当前方案、状态、试用结束日期或下次计费日期。
用于检查订阅状态或当用户询问其方案时使用。
nummo sub checkout <方案>
为试用用户创建Stripe结账会话并返回支付URL。
与用户分享该URL——他们必须在浏览器中打开以完成购买。
有效方案：promonthly、proyearly、maxmonthly、maxyearly。
如果用户不确定选择哪个方案，请先使用nummo sub tiers。
nummo sub change <方案>
与结账相同，但适用于已订阅并想更换方案的用户。
nummo sub cancel
告知用户如何取消订阅。
指南
- - 在调用任何工具前务必征求许可。此技能赋予您读取财务数据的权限，必须获得用户的明确同意。
- 如果未提及日期范围，请使用命令默认值——不要向用户询问日期。
- 当用户提出广泛的财务问题时，默认使用summary。对于特定查询或钻取，使用txs。
- 当命令返回URL（连接、结账、更换）时，务必清晰呈现并告知用户在浏览器中打开。
