ponto-cli

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

Quick Start

bash

# 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.

bash

# Check if authenticated
ponto auth status

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

Core Rules

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

bash

# 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

bash

# 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

bash

# 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

bash

# 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

bash

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

Financial Institutions

bash

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

Organization Info

bash

# Show Ponto organization details
ponto organization show --json

Scripting Examples

bash

# 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

bash

# 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

bash

brew install dedene/tap/ponto-cli