🧪 Skills

AgentLedger

Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural langua

v1.1.1
❤️ 4
⬇️ 2.7k
👁 1
Share

Description


name: agentledger description: Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail. metadata: {"openclaw": {"requires": {"bins": ["node"]}}}

AgentLedger - AI Agent Expense Tracking

Overview

AgentLedger is an accounting skill that logs every transaction you make, tracks spending across multiple accounts, and provides detailed reports. Use this to maintain a complete financial record of your purchases.

Important: Always log transactions immediately after making purchases. This skill is designed for AI agents to track their own expenses (API costs, tool subscriptions, etc.).

Core Functions

1. Log a Transaction

When you make any purchase, immediately log it:

// In Node.js context, require the ledger
const AgentLedger = require('./src/ledger.js');
const ledger = new AgentLedger();

// Log a transaction
await ledger.logTransaction({
  amount: 29.99,
  currency: 'USD',
  vendor: 'OpenAI',
  description: 'GPT-4 API credits',
  category: 'API/Services',
  account: 'privacy-card-1',
  context: 'Needed additional tokens for user project analysis',
  receiptUrl: 'https://platform.openai.com/receipts/xyz',
  confirmationId: 'sub_1234567890'
});

CLI Usage (supports both positional and named parameters):

# Positional style
node src/cli.js log 29.99 "OpenAI" "GPT-4 API credits" --category="API/Services"

# Named parameter style  
node src/cli.js log --amount=29.99 --vendor="OpenAI" --description="GPT-4 API credits" --category="API/Services" --context="Monthly API refill"

2. Check Current Spending

// Get spending summary
const summary = await ledger.getSummary('this-month');
console.log(`Total spent this month: $${summary.total}`);

// Check specific category
const apiSpending = await ledger.getCategorySpending('API/Services', 'this-month');

3. Generate Reports

// Monthly report
const report = await ledger.generateReport('monthly', { month: '2024-01' });

// Custom date range
const customReport = await ledger.generateReport('custom', {
  startDate: '2024-01-01',
  endDate: '2024-01-31'
});

4. Budget Management

// Set monthly budget for API services
await ledger.setBudget('API/Services', 500, 'monthly');

// Check budget status
const budgetStatus = await ledger.checkBudget('API/Services');
if (budgetStatus.isNearLimit) {
  console.log(`Warning: ${budgetStatus.percentUsed}% of API budget used`);
}

Categories

Use these predefined categories for consistent tracking:

  • API/Services - API credits, SaaS subscriptions
  • Infrastructure - Hosting, domains, CDN
  • Marketing - Ads, social media tools
  • Tools - Software licenses, utilities
  • Subscriptions - Recurring monthly/yearly services
  • Other - Miscellaneous expenses

Account Integration

Privacy.com Cards

The ledger automatically detects Privacy.com card data if available:

// If you have Privacy.com JSON exports in workspace/privacy/
await ledger.importPrivacyTransactions('./privacy/card-1.json');

Manual Account Setup

// Register a new payment method
await ledger.addAccount({
  id: 'stripe-main',
  name: 'Main Stripe Account',
  type: 'credit_card',
  currency: 'USD'
});

Natural Language Queries

Ask questions like:

  • "How much did I spend on API keys this month?"
  • "What was that $20 charge from yesterday?"
  • "Show me all infrastructure costs from last quarter"
  • "Am I over budget on marketing spend?"

The CLI handles these queries:

node src/cli.js query "API spending this month"
node src/cli.js find "OpenAI" --last-week

Time Periods

Supported natural language time periods:

  • today, yesterday
  • this-week, last-week
  • this-month, last-month
  • this-quarter, last-quarter
  • this-year, last-year
  • last-30-days, last-90-days

Data Export

// Export to CSV
await ledger.exportTransactions('csv', './exports/transactions.csv');

// Export to JSON
await ledger.exportTransactions('json', './exports/transactions.json');

CLI Quick Reference

Essential Commands for AI Agents

# Initialize (run once)
node src/cli.js init

# Log transactions (supports both styles)
node src/cli.js log 29.99 "OpenAI" "API credits" --category="API/Services"
node src/cli.js log --amount=29.99 --vendor="OpenAI" --description="API credits" --category="API/Services"

# Check current spending
node src/cli.js summary                    # This month
node src/cli.js summary --period="today"   # Today only
node src/cli.js summary --period="this-week" # This week

# Set and check budgets
node src/cli.js budget set "API/Services" 500    # Set monthly budget
node src/cli.js budget status                    # Check all budgets

# Generate detailed reports  
node src/cli.js report monthly
node src/cli.js report --type=category
node src/cli.js report --type=vendor

# Search transactions
node src/cli.js find "OpenAI"                    # Search by vendor
node src/cli.js find "API" --category="API/Services"  # Search by category
node src/cli.js find --min-amount=50             # Find large expenses

# Export data
node src/cli.js export csv                       # Export to CSV
node src/cli.js export --format=json            # Export to JSON

# Natural language queries
node src/cli.js query "How much did I spend on APIs this month?"
node src/cli.js query "What was that $25 charge?"

# Import from Privacy.com
node src/cli.js import privacy ./privacy-export.json

File Storage

  • Transactions: workspace/ledger/transactions.json
  • Accounts: workspace/ledger/accounts.json
  • Budgets: workspace/ledger/budgets.json
  • Settings: workspace/ledger/settings.json

Best Practices

  1. Log immediately - Don't wait, log every purchase as it happens
  2. Add context - Explain why the purchase was necessary
  3. Use consistent categories - Stick to the predefined categories
  4. Include receipts - Store confirmation numbers and receipt URLs
  5. Set budgets - Establish spending limits for each category
  6. Review regularly - Generate monthly reports to track spending patterns

Error Handling & Edge Cases

The ledger handles common errors gracefully:

Input Validation

  • Negative amounts: Rejected (use positive amounts only)
  • Missing required fields: Clear error messages with usage examples
  • Invalid currency: Accepted (no validation - assumes user knows what they're doing)
  • Very long descriptions: Handled without truncation

Data Safety

  • Automatic backups: Created before each save operation
  • Corrupted data recovery: Automatic recovery from .backup files
  • Empty periods: Gracefully shows $0.00 totals
  • Multi-currency: Properly separated in summaries and reports

Example Error Recovery

# If you see "Could not load transactions" message:
# The system automatically tries to recover from backup
# Your data should be restored automatically

# Manual backup check
ls workspace/ledger/*.backup  # Check if backups exist

Security & Privacy

  • Local storage only: All data stays in workspace/ledger/ JSON files
  • No external API calls: Core functionality works offline
  • No sensitive data: Never store actual card numbers or passwords
  • Account aliases: Use descriptive IDs like privacy-card-1 or company-amex
  • Receipt URLs: Store links to receipts, not receipt content itself

Reviews (0)

Sign in to write a review.

No reviews yet. Be the first to review!

Comments (0)

Sign in to join the discussion.

No comments yet. Be the first to share your thoughts!

Compatible Platforms

Pricing

Free

Related Configs