ponto-cli

name	ponto-cli
description	> Use when this capability is needed.

ponto-cli

Command-line interface for the Ponto banking API. Access account data, transactions, and sync status.

Quick Start

# Verify auth
ponto auth status

# List accounts
ponto accounts list --json

# List recent transactions
ponto transactions list --since=-30d --json

Authentication

Ponto uses OAuth2 with client credentials from the Ponto dashboard. The user must run ponto auth login interactively to store credentials in the system keyring. Do not attempt auth setup on behalf of the user.

# Check if authenticated
ponto auth status

# Credentials stored in OS keyring
# Config at ~/.config/ponto/config.yaml

Core Rules

1. Always use --json when parsing output. Table format is for display only.
2. Read before write -- fetch current state before triggering syncs.
3. Set default account -- use ponto config set account-id <ID> to avoid --account-id on every command.
4. Pipe with jq -- extract IDs/fields: ponto accounts list --json | jq -r '.[].id'
5. Multi-profile -- use --profile=sandbox or --sandbox for sandbox environment.

Output Formats

Flag	Format	Use case
(default)	Table	User-facing display
--json	JSON	Agent parsing, scripting
--csv	CSV	Spreadsheet export
--plain	TSV	Pipe to awk/cut

Workflows

List Accounts and Set Default

# Get all accounts
ponto accounts list --json

# Set default to avoid --account-id on future commands
ponto config set account-id <ACCOUNT_ID>

# Verify setting
ponto config get account-id

View Transactions

# Last 30 days
ponto transactions list --since=-30d --json

# Filter by type
ponto transactions list --type=income --json
ponto transactions list --type=expense --json

# Get single transaction
ponto transactions get <TRANSACTION_ID> --json

Export Transactions

# Export to CSV
ponto transactions export --format=csv > transactions.csv

# Export with date filter
ponto transactions export --since=-90d --format=csv > q1.csv

# Export as JSON
ponto transactions export --format=json > transactions.json

Trigger Bank Sync

# Create synchronization for account transactions
ponto sync create --subtype=accountTransactions

# Check sync status
ponto sync get <SYNC_ID> --json

# List recent syncs
ponto sync list --json

Pending Transactions

# List pending (not yet cleared) transactions
ponto pending-transactions list --json

Financial Institutions

# List supported banks
ponto financial-institutions list --json

Organization Info

# Show Ponto organization details
ponto organization show --json

Scripting Examples

# Get account ID
ACCOUNT=$(ponto accounts list --json | jq -r '.[0].id')

# Export income only
ponto transactions list --type=income --json | jq -r '.[] | [.date, .amount, .counterpartName] | @tsv'

# Sum expenses last 30 days
ponto transactions list --type=expense --since=-30d --json | jq '[.[].amount] | add'

Profiles

# Login to sandbox environment
ponto auth login --profile=sandbox

# Use sandbox profile
ponto --profile=sandbox accounts list
ponto --sandbox accounts list  # shorthand

# Set profile via env
export PONTO_PROFILE=sandbox

Environment Variables

Variable	Description
PONTO_PROFILE	Default profile name
PONTO_ENABLE_COMMANDS	Comma-separated allowed commands
PONTO_KEYRING_BACKEND	Keyring backend (auto/keychain/file)

Command Reference

Command	Description
auth login	Store credentials in keyring
auth logout	Remove credentials
auth status	Show auth status
accounts list	List all accounts
accounts get <ID>	Get account details
accounts sync <ID>	Trigger account sync
transactions list	List transactions
transactions get <ID>	Get transaction details
transactions export	Export transactions
sync create	Create synchronization
sync get <ID>	Get sync status
sync list	List synchronizations
pending-transactions list	List pending transactions
financial-institutions list	List banks
organization show	Show organization info
config set <key> <value>	Set config value
config get <key>	Get config value

Guidelines

• Never expose or log OAuth credentials or keyring contents.
• Banking data is sensitive -- avoid logging transaction details unnecessarily.
• Syncs may take time to complete -- poll status if needed.
• Rate limits apply -- the CLI handles retries automatically.

Installation

brew install dedene/tap/ponto-cli

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