Copilot Money

Metadata	Value
Category	finance
Capabilities	sql
Website	https://copilot.money

Returns shapes

• account[] — from load_accounts
• transaction[] — from fetch_transactions

Connections

• db

Readme

Read accounts, transactions, and balance history from Copilot Money.

Requirements

• macOS only — reads from Copilot’s local SQLite database and widget JSON files
• Copilot installed and synced — the app must be installed, logged in, and have synced at least once
• Full Disk Access — System Settings > Privacy & Security > Full Disk Access (for the agentOS server process)

Data Sources

Data	Source
Accounts	~/Library/Group Containers/group.com.copilot.production/widget-data/widgets-account-account_*.json
Transactions	CopilotDB.sqlite → Transactions table
Balance history	CopilotDB.sqlite → accountDailyBalance table

Capabilities

OPERATION              ENTITY TYPE    DESCRIPTION
---------------------  -------------  ----------------------------------------
account.list           account        All accounts with balances and institution
transaction.list       transaction    Recent transactions with optional filters
transaction.search     transaction    Search by merchant, category, or notes

Notes

• This skill is read-only
• Data reflects what Copilot has synced from Plaid — real-time balances may lag slightly
• Accounts are tagged financial on the graph and linked to institution organizations