Access Ponto banking data via the ponto CLI. Use when the user wants to list bank accounts, view transactions, export transaction history to CSV/JSON, check account balances, trigger bank syncs, view pending transactions, or automate banking data workflows. Triggered by mentions of Ponto, bank accounts, transactions, banking API, or financial data export.
Command-line interface for the Ponto banking API. Access account data, transactions, and sync status.
# Verify auth
ponto auth status
# List accounts
ponto accounts list --json
# List recent transactions
ponto transactions list --since=-30d --json
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
--json when parsing output. Table format is for display only.ponto config set account-id <ID> to avoid --account-id on every command.ponto accounts list --json | jq -r '.[].id'--profile=sandbox or --sandbox for sandbox environment.| Flag | Format | Use case |
|---|---|---|
| (default) | Table | User-facing display |
--json | JSON | Agent parsing, scripting |
--csv | CSV | Spreadsheet export |
--plain | TSV | Pipe to awk/cut |
# 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
# 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 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
# 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
# List pending (not yet cleared) transactions
ponto pending-transactions list --json
# List supported banks
ponto financial-institutions list --json
# Show Ponto organization details
ponto organization show --json
# 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'
# 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
| Variable | Description |
|---|---|
PONTO_PROFILE | Default profile name |
PONTO_ENABLE_COMMANDS | Comma-separated allowed commands |
PONTO_KEYRING_BACKEND | Keyring backend (auto/keychain/file) |
| 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 |
brew install dedene/tap/ponto-cli