--- name: nummo-db909828c82c description: Nummo connects AI agents to the user's bank accounts via Plaid, enabling financial insights through natural language. More info at nummo.ai. --- ## Commands ### Authentication **`nummo auth signup `** 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 `** 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 `** 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. --- Source attribution: modbender Original project: https://github.com/modbender/skill-library-mcp/blob/d9c8fe903b5b4e82237dbe8d0df8567783022e18/data/nummo/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## Upstream license notice MIT License Copyright (c) 2025 skill-library-mcp contributors Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Dave AI resource metadata Creator / publisher: modbender Original project: https://github.com/modbender/skill-library-mcp/blob/d9c8fe903b5b4e82237dbe8d0df8567783022e18/data/nummo/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Marketing, Sales Roles: Accountant, Business Development, CFO / FP&A, Financial Analyst, Growth Marketer Specialties: API Tools: Plaid, Stripe Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: c65d7dc41f36a204b12cbe702d30e069d29c8b7338a99d2f541d49cc0db6946c