From e438ed279e563b305ae061d9bb2452fb335fef68 Mon Sep 17 00:00:00 2001 From: System Administrator Date: Thu, 30 Jul 2026 09:48:57 -0400 Subject: [PATCH 1/2] update jira destination --- .../workflows/issue-triggered-create-jira.yml | 2 +- skills/financial-insights/SKILL.md | 220 ++++++++++ spending-by-category.html | 398 ++++++++++++++++++ 3 files changed, 619 insertions(+), 1 deletion(-) create mode 100644 skills/financial-insights/SKILL.md create mode 100644 spending-by-category.html diff --git a/.github/workflows/issue-triggered-create-jira.yml b/.github/workflows/issue-triggered-create-jira.yml index e4a8422..6fccd5c 100644 --- a/.github/workflows/issue-triggered-create-jira.yml +++ b/.github/workflows/issue-triggered-create-jira.yml @@ -36,7 +36,7 @@ jobs: summary: ("New GitHub Issue: " + $title), description: ("Issue #" + $number + " opened by " + $author + ".\n*URL:* " + $url + ".\n*Body:*\n\n" + $body), issuetype: "Bug", - labels: ["project-LINK_AI_WALLET"] + labels: ["project-RUN_LINK_AGENT_WALLET"] }') SIG=$(printf '%s' "$BODY" | openssl dgst -sha256 -mac HMAC -macopt hexkey:$API_KEY -binary | openssl base64 -A) diff --git a/skills/financial-insights/SKILL.md b/skills/financial-insights/SKILL.md new file mode 100644 index 0000000..d748703 --- /dev/null +++ b/skills/financial-insights/SKILL.md @@ -0,0 +1,220 @@ +--- +version: 0.9.0 +name: financial-insights +description: | + Reads a user's Link financial data โ€” transactions, balances, and wallet sources โ€” so agents can answer questions about spending, account balances, and available source capabilities. Use when the user says "show my transactions", "what did I spend on X", "what's my balance", "list my recent purchases", or asks any read-only question about their Link activity feed, balances, or wallet sources. +allowed-tools: + - Bash(link-cli:*) + - Bash(npx:*) + - Bash(npm:*) +license: Complete terms in LICENSE +metadata: + author: stripe + url: link.com/agents + openclaw: + emoji: "๐Ÿ“Š" + homepage: https://link.com/agents + requires: + bins: + - link-cli + install: + - kind: node + package: "@stripe/link-cli" + bins: [link-cli] +user-invocable: true +--- + +# Financial Insights + +Read a user's Link financial data with three commands: + +- `link-cli transactions list` โ€” the user's transaction activity feed (purchases, transfers, and other movements). +- `link-cli balances list` โ€” current balances for the user's connected sources. +- `link-cli sources list` โ€” the user's Link wallet sources and their capabilities. + +All are read-only. They do not move money or expose payment credentials. To make a purchase, use the `create-payment-credential` skill instead. + +## Which command to use + +| The user asks about | Command | +|---------------------|---------| +| Spending, purchases, recent activity, a specific transaction, amounts, dates | `transactions list` | +| Current balance, how much money is available, cash vs credit breakdown | `balances list` | +| Wallet sources, capabilities, source IDs, external connection status | `sources list` | + +If the user asks "where did this charge come from", start with `transactions list` and filter by date, amount, description, or category. + +If the user asks "how much do I have", use `balances list`. You can filter by source if you already know the source ID from `sources list`. + +## Authentication + +All three commands use the normal Link OAuth session from `link-cli auth login`. They also work when the user supplies `LINK_ACCESS_TOKEN` (and optionally `LINK_REFRESH_TOKEN`). + +To retrieve financial data, request these source actions when authenticating: + +```bash +link-cli auth login \ + --source-actions read_source_details \ + --source-actions read_balances \ + --source-actions read_external_transactions \ + --source-actions read_link_transactions \ +``` + +This is not the CLI default. If you do not pass `--scope`, the CLI requests `userinfo:read payment_methods.agentic`. + +The source actions are sent as `authorization_details`. + +## Reading output + +Pass `--format json` for structured output an agent can parse; the default `toon` format is for humans. + +```bash +# Recent transactions as JSON +link-cli transactions list --format json + +# Balances as JSON +link-cli balances list --format json + +# Sources as JSON +link-cli sources list --format json +``` + +`transactions list` returns a paginated response object. Use the cursor fields to page: + +```bash +# First 50 transactions +link-cli transactions list --limit 50 --format json + +# Next page: pass the last transaction's ID +link-cli transactions list --limit 50 --starting-after --format json +``` + +Transactions are normalized under the `data` field: + +```json +{ + "data": [ + { + "id": "lbctxn_1TgVIgD1x6WbyBUHVcFXmvHu", + "source_id": null, + "amount": -979, + "currency": "usd", + "created_date": "2026-06-08", + "description": "Chase", + "category": "credit_card_payment", + "status": "succeeded" + } + ], + "has_more": true +} +``` + +`source_id` and `category` may be `null`. + +`balances list` returns a paginated response object with balance entries under `data`: + +```json +{ + "data": [ + { + "source_id": "csmrpd_123", + "type": "cash", + "current": 152340, + "currency": "usd", + "as_of": "2026-07-29T00:00:00Z" + } + ], + "has_more": false +} +``` + +Each balance has: +- `source_id` โ€” which source this balance belongs to +- `type` โ€” `cash` or `credit` +- `current` โ€” balance amount in cents +- `currency` โ€” ISO currency code +- `as_of` โ€” when the balance was last refreshed + +`sources list` returns a paginated response object with loose source objects under `data`: + +```json +{ + "data": [ + { + "id": "csmrpd_123", + "name": "Checking 1234", + "type": "bank_account", + "capabilities": { + "transactions": { "status": "eligible" }, + "balances": { "status": "eligible" } + }, + "external_connection": { "status": "active" }, + "granted_scopes": ["source_details:read", "transactions:read"] + } + ], + "has_more": false +} +``` + +## Filtering + +### transactions list + +| Flag | Effect | +|------|--------| +| `--limit <1-100>` | Max number of transactions to return | +| `--starting-after ` / `--ending-before ` | Cursor pagination | +| `--start-date ` / `--end-date ` | Time window (inclusive) | +| `--category ` | Filter by category | + +### balances list + +| Flag | Effect | +|------|--------| +| `--source ` | Filter by source ID. Repeat to include multiple sources. | +| `--limit <1-100>` | Max number of balances to return | +| `--starting-after ` / `--ending-before ` | Cursor pagination | + +### sources list + +| Flag | Effect | +|------|--------| +| `--limit <1-100>` | Max number of sources to return | +| `--starting-after ` / `--ending-before ` | Cursor pagination | + +There is no generic arbitrary query-param passthrough today. Use the explicit pagination and filter flags. + +Examples: + +```bash +# Authenticate once with source actions, then list transactions +link-cli auth login \ + --source-actions read_source_details \ + --source-actions read_balances \ + --source-actions read_external_transactions \ + --source-actions read_link_transactions +link-cli transactions list --format json + +# Transactions in a date window +link-cli transactions list \ + --category credit_card_payment \ + --start-date 2026-05-01 \ + --end-date 2026-05-31 \ + --format json + +# Balances for a specific source +link-cli balances list --source csmrpd_123 --format json + +# Balances for multiple sources +link-cli balances list --source csmrpd_123 --source csmrpd_456 --format json + +# All sources +link-cli sources list --format json +``` + +## Reference + +- Get the exact schema: `link-cli transactions list --schema`, `link-cli balances list --schema`, and `link-cli sources list --schema`. +- List all commands: `link-cli --llms-full`. +- Link app (account management): https://app.link.com +- Link support: https://support.link.com/topics/about-link \ No newline at end of file diff --git a/spending-by-category.html b/spending-by-category.html new file mode 100644 index 0000000..3100d1a --- /dev/null +++ b/spending-by-category.html @@ -0,0 +1,398 @@ + + + + + +Spending by Category + + + +
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+ + + + From 1573f80562dfe8f97584182dae8255924ed7931d Mon Sep 17 00:00:00 2001 From: System Administrator Date: Thu, 30 Jul 2026 09:50:27 -0400 Subject: [PATCH 2/2] remove unintended changes --- skills/financial-insights/SKILL.md | 220 ---------------- spending-by-category.html | 398 ----------------------------- 2 files changed, 618 deletions(-) delete mode 100644 skills/financial-insights/SKILL.md delete mode 100644 spending-by-category.html diff --git a/skills/financial-insights/SKILL.md b/skills/financial-insights/SKILL.md deleted file mode 100644 index d748703..0000000 --- a/skills/financial-insights/SKILL.md +++ /dev/null @@ -1,220 +0,0 @@ ---- -version: 0.9.0 -name: financial-insights -description: | - Reads a user's Link financial data โ€” transactions, balances, and wallet sources โ€” so agents can answer questions about spending, account balances, and available source capabilities. Use when the user says "show my transactions", "what did I spend on X", "what's my balance", "list my recent purchases", or asks any read-only question about their Link activity feed, balances, or wallet sources. -allowed-tools: - - Bash(link-cli:*) - - Bash(npx:*) - - Bash(npm:*) -license: Complete terms in LICENSE -metadata: - author: stripe - url: link.com/agents - openclaw: - emoji: "๐Ÿ“Š" - homepage: https://link.com/agents - requires: - bins: - - link-cli - install: - - kind: node - package: "@stripe/link-cli" - bins: [link-cli] -user-invocable: true ---- - -# Financial Insights - -Read a user's Link financial data with three commands: - -- `link-cli transactions list` โ€” the user's transaction activity feed (purchases, transfers, and other movements). -- `link-cli balances list` โ€” current balances for the user's connected sources. -- `link-cli sources list` โ€” the user's Link wallet sources and their capabilities. - -All are read-only. They do not move money or expose payment credentials. To make a purchase, use the `create-payment-credential` skill instead. - -## Which command to use - -| The user asks about | Command | -|---------------------|---------| -| Spending, purchases, recent activity, a specific transaction, amounts, dates | `transactions list` | -| Current balance, how much money is available, cash vs credit breakdown | `balances list` | -| Wallet sources, capabilities, source IDs, external connection status | `sources list` | - -If the user asks "where did this charge come from", start with `transactions list` and filter by date, amount, description, or category. - -If the user asks "how much do I have", use `balances list`. You can filter by source if you already know the source ID from `sources list`. - -## Authentication - -All three commands use the normal Link OAuth session from `link-cli auth login`. They also work when the user supplies `LINK_ACCESS_TOKEN` (and optionally `LINK_REFRESH_TOKEN`). - -To retrieve financial data, request these source actions when authenticating: - -```bash -link-cli auth login \ - --source-actions read_source_details \ - --source-actions read_balances \ - --source-actions read_external_transactions \ - --source-actions read_link_transactions \ -``` - -This is not the CLI default. If you do not pass `--scope`, the CLI requests `userinfo:read payment_methods.agentic`. - -The source actions are sent as `authorization_details`. - -## Reading output - -Pass `--format json` for structured output an agent can parse; the default `toon` format is for humans. - -```bash -# Recent transactions as JSON -link-cli transactions list --format json - -# Balances as JSON -link-cli balances list --format json - -# Sources as JSON -link-cli sources list --format json -``` - -`transactions list` returns a paginated response object. Use the cursor fields to page: - -```bash -# First 50 transactions -link-cli transactions list --limit 50 --format json - -# Next page: pass the last transaction's ID -link-cli transactions list --limit 50 --starting-after --format json -``` - -Transactions are normalized under the `data` field: - -```json -{ - "data": [ - { - "id": "lbctxn_1TgVIgD1x6WbyBUHVcFXmvHu", - "source_id": null, - "amount": -979, - "currency": "usd", - "created_date": "2026-06-08", - "description": "Chase", - "category": "credit_card_payment", - "status": "succeeded" - } - ], - "has_more": true -} -``` - -`source_id` and `category` may be `null`. - -`balances list` returns a paginated response object with balance entries under `data`: - -```json -{ - "data": [ - { - "source_id": "csmrpd_123", - "type": "cash", - "current": 152340, - "currency": "usd", - "as_of": "2026-07-29T00:00:00Z" - } - ], - "has_more": false -} -``` - -Each balance has: -- `source_id` โ€” which source this balance belongs to -- `type` โ€” `cash` or `credit` -- `current` โ€” balance amount in cents -- `currency` โ€” ISO currency code -- `as_of` โ€” when the balance was last refreshed - -`sources list` returns a paginated response object with loose source objects under `data`: - -```json -{ - "data": [ - { - "id": "csmrpd_123", - "name": "Checking 1234", - "type": "bank_account", - "capabilities": { - "transactions": { "status": "eligible" }, - "balances": { "status": "eligible" } - }, - "external_connection": { "status": "active" }, - "granted_scopes": ["source_details:read", "transactions:read"] - } - ], - "has_more": false -} -``` - -## Filtering - -### transactions list - -| Flag | Effect | -|------|--------| -| `--limit <1-100>` | Max number of transactions to return | -| `--starting-after ` / `--ending-before ` | Cursor pagination | -| `--start-date ` / `--end-date ` | Time window (inclusive) | -| `--category ` | Filter by category | - -### balances list - -| Flag | Effect | -|------|--------| -| `--source ` | Filter by source ID. Repeat to include multiple sources. | -| `--limit <1-100>` | Max number of balances to return | -| `--starting-after ` / `--ending-before ` | Cursor pagination | - -### sources list - -| Flag | Effect | -|------|--------| -| `--limit <1-100>` | Max number of sources to return | -| `--starting-after ` / `--ending-before ` | Cursor pagination | - -There is no generic arbitrary query-param passthrough today. Use the explicit pagination and filter flags. - -Examples: - -```bash -# Authenticate once with source actions, then list transactions -link-cli auth login \ - --source-actions read_source_details \ - --source-actions read_balances \ - --source-actions read_external_transactions \ - --source-actions read_link_transactions -link-cli transactions list --format json - -# Transactions in a date window -link-cli transactions list \ - --category credit_card_payment \ - --start-date 2026-05-01 \ - --end-date 2026-05-31 \ - --format json - -# Balances for a specific source -link-cli balances list --source csmrpd_123 --format json - -# Balances for multiple sources -link-cli balances list --source csmrpd_123 --source csmrpd_456 --format json - -# All sources -link-cli sources list --format json -``` - -## Reference - -- Get the exact schema: `link-cli transactions list --schema`, `link-cli balances list --schema`, and `link-cli sources list --schema`. -- List all commands: `link-cli --llms-full`. -- Link app (account management): https://app.link.com -- Link support: https://support.link.com/topics/about-link \ No newline at end of file diff --git a/spending-by-category.html b/spending-by-category.html deleted file mode 100644 index 3100d1a..0000000 --- a/spending-by-category.html +++ /dev/null @@ -1,398 +0,0 @@ - - - - - -Spending by Category - - - -
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