wallet-api
Interact with the BudgetBakers Wallet API for personal finance data. Use when the user needs to query accounts, categories, transactions (records), budgets, or templates from their Wallet app via the REST API. Requires WALLET_API_TOKEN environment variable.
Best use case
wallet-api is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Interact with the BudgetBakers Wallet API for personal finance data. Use when the user needs to query accounts, categories, transactions (records), budgets, or templates from their Wallet app via the REST API. Requires WALLET_API_TOKEN environment variable.
Teams using wallet-api should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/wallet-api/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How wallet-api Compares
| Feature / Agent | wallet-api | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Interact with the BudgetBakers Wallet API for personal finance data. Use when the user needs to query accounts, categories, transactions (records), budgets, or templates from their Wallet app via the REST API. Requires WALLET_API_TOKEN environment variable.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Wallet API Skill Interact with the BudgetBakers Wallet personal finance API. ## Prerequisites 1. **Premium Wallet plan** required for API access 2. **API Token** from [web.budgetbakers.com/settings/apiTokens](https://web.budgetbakers.com/settings/apiTokens) 3. Set `WALLET_API_TOKEN` environment variable ## Quick Start ```bash export WALLET_API_TOKEN="your_token_here" ./scripts/wallet-api.sh me ``` ## API Reference See [references/api-reference.md](references/api-reference.md) for: - Authentication details - Rate limiting (500 req/hour) - Query filter syntax (text and range filters) - Pagination parameters - Data synchronization behavior - Agent hints ## Available Commands | Command | Description | |---------|-------------| | `me` | Current user info | | `accounts` | List accounts | | `categories` | List categories | | `records` | List transactions | | `budgets` | List budgets | | `templates` | List templates | ## Query Parameters All list endpoints support: - `limit` (default 30, max 100) - `offset` (default 0) ### Filter Examples **Recent transactions:** ```bash ./wallet-api.sh records "recordDate=gte.2025-02-01&limit=50" ``` **Amount range:** ```bash ./wallet-api.sh records "amount=gte.100&amount=lte.500" ``` **Text search:** ```bash ./wallet-api.sh records "note=contains-i.grocery" ``` **Category + date:** ```bash ./wallet-api.sh records "categoryId=eq.<id>&recordDate=gte.2025-01-01" ``` ### Filter Prefixes | Prefix | Meaning | |--------|---------| | `eq.` | Exact match | | `contains.` | Contains (case-sensitive) | | `contains-i.` | Contains (case-insensitive) | | `gt.` | Greater than | | `gte.` | Greater than or equal | | `lt.` | Less than | | `lte.` | Less than or equal | ## Common Workflows ### Get Account Balances ```bash ./wallet-api.sh accounts ``` ### List Categories for Organization ```bash ./wallet-api.sh categories ``` ### Recent Spending ```bash ./wallet-api.sh records "recordDate=gte.2025-02-01&limit=100" ``` ### Filter by Payee ```bash ./wallet-api.sh records "payee=contains-i.amazon" ``` ## Data Sync Considerations - Initial sync returns 409 Conflict — wait and retry - Recent app changes may not appear immediately - Check `X-Last-Data-Change-At` header for freshness ## Rate Limit Handling Watch for: - `429 Too Many Requests` when exceeding 500/hour - `X-RateLimit-Remaining` header - Add `agentHints=true` for rate limit warnings
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