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  • License MIT

Opes AI-powered financial CLI - manage your finances from the terminal

Package Exports

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    Readme

    @opes-app/cli

    AI-powered financial CLI for the Opes platform. Manage your finances directly from the terminal with natural language commands.

    Features

    • AI Chat Interface - Ask questions about your finances in natural language
    • Data Browser - View and create accounts, transactions, categories with keyboard shortcuts
    • Full CRUD Operations - Create, read, edit, and delete entities with keyboard shortcuts
    • Interactive Mode - Full-featured terminal UI powered by Ink
    • One-shot Commands - Quick queries without entering interactive mode
    • Local/Production Toggle - Switch between local dev server and production
    • Secure Authentication - JWT-based login with secure credential storage

    Requirements

    • Node.js >= 18.17.0
    • An Opes account

    Installation

    npm install -g @opes-app/cli

    Or with yarn:

    yarn global add @opes-app/cli

    Or with pnpm:

    pnpm add -g @opes-app/cli

    Usage

    Authentication

    First, authenticate with your Opes account:

    opes login

    This will open a browser window for OAuth authentication. Your credentials are stored securely in your system's config directory.

    To log out and clear stored credentials:

    opes logout

    Chat with AI

    Interactive mode - Start a chat session:

    opes

    One-shot mode - Ask a single question:

    opes "What's my spending this month?"
    opes "Show my account balances"
    opes "How much did I spend on groceries?"

    Server Configuration

    By default, CLI connects to the local development server. Configure the server mode:

    # Show current configuration
opes config

# Set default to local server (http://localhost:3000)
opes config local

# Set default to production server (https://opes.app)
opes config prod

    You can also override the server for a single command:

    # Use local server for this command
opes -l "What's my balance?"

# Use production server for this command
opes -p "What's my balance?"

    Help

    opes --help

    Data Browser

    In interactive mode, press F2 to switch to Data Browser. Navigate between tabs using number keys or arrow keys.

    Keyboard Shortcuts

    Key Action
    1-4 Switch to tab (1=Accounts, etc)
    ← → Navigate between tabs
    ↑ ↓ Select item in list
    a Add new entity
    e Edit selected entity
    d Delete selected entity
    r Refresh data
    Esc Cancel form / go back
    F1 Switch to Chat mode
    F2 Switch to Data Browser mode

    Creating Entities

    Press a in any tab to create a new entity:

    • Accounts: Name, Currency, Initial Balance
    • Transactions: Account, Amount, Date, Description
    • Categories: Name, Type (income/expense), Color

    Use arrow keys to navigate select fields, Enter to confirm.

    Editing Entities

    Press e on a selected item to edit:

    • Accounts: Edit name (currency cannot be changed)
    • Transactions: Edit amount, date, description
    • Categories: Edit name, color (type cannot be changed)

    Deleting Entities

    Press d on a selected item to delete:

    • Accounts: Archived (soft delete) - preserves transaction history
    • Transactions: Permanently deleted with confirmation
    • Categories: Permanently deleted with confirmation

    Commands

    Command Description
    opes Start interactive session
    opes [message] Send a one-shot message to AI
    opes login Authenticate with Opes
    opes logout Clear stored credentials
    opes config Show current configuration
    opes config local Set default to local server
    opes config prod Set default to production server
    opes -l [cmd] Override to use local server
    opes -p [cmd] Override to use production server
    opes --version Show version
    opes --help Show help

    Configuration

    Settings are stored in ~/.opes/settings.json. Credentials are stored in your system's config directory:

    • macOS: ~/Library/Preferences/opes-cli-nodejs/
    • Linux: ~/.config/opes-cli-nodejs/
    • Windows: %APPDATA%/opes-cli-nodejs/

    Development

    # Clone the repository
git clone https://github.com/opes-app/opes.git
cd opes/apps/cli

# Install dependencies
npm install

# Run in development mode
npm run dev

# Build
npm run build

# Run tests
npm test

    License

    MIT - see LICENSE for details.