Moneyline

CLI Reference

The Moneyline CLI provides command-line access to all API functionality.

Installation

npm install -g @moneyline/cli

Authentication

# Login with API key
moneyline auth login
# Enter your API key when prompted

# Set API key directly
moneyline auth login --api-key ml_your_key

# Set custom API URL
moneyline auth login --api-url https://api.your-instance.com

Configuration is stored in ~/.config/moneyline/config.json.

Submissions

# Create
moneyline submissions create --external-id deal-001 --name "Acme Corp"

# List
moneyline submissions list
moneyline submissions list --status processed --limit 10

# Get details
moneyline submissions get sub_abc123

# Update
moneyline submissions update sub_abc123 --status reviewed

# Process
moneyline submissions process sub_abc123

# Check status
moneyline submissions status sub_abc123

# Find duplicates
moneyline submissions duplicates sub_abc123

# Delete
moneyline submissions delete sub_abc123

Documents

# Upload
moneyline documents upload sub_abc123 --file ./statement.pdf
moneyline documents upload sub_abc123 --url https://example.com/doc.pdf

# List
moneyline documents list sub_abc123

# Get parsed results
moneyline documents parsed doc_xyz789

# Reclassify
moneyline documents reclassify doc_xyz789 --class bank_statement

# Export
moneyline documents export sub_abc123 --format xlsx

Transactions

# List
moneyline transactions list sub_abc123
moneyline transactions list sub_abc123 --category revenue.sales --limit 50

# Enrich
moneyline transactions enrich sub_abc123

# Upload from CSV
moneyline transactions upload sub_abc123 --file ./transactions.csv

Analytics

# Scorecard
moneyline analytics scorecard sub_abc123

# Cashflow
moneyline analytics cashflow sub_abc123 --group-by month

# Risk score
moneyline analytics risk-score sub_abc123

# Balances
moneyline analytics balances sub_abc123 --date-range last_90_days

# Anomalies
moneyline analytics anomalies sub_abc123

# Forecasts
moneyline analytics forecasts sub_abc123 --months 6

# Statistics
moneyline analytics statistics sub_abc123

# Recurring
moneyline analytics recurring sub_abc123

# Merchant summary
moneyline analytics merchants sub_abc123

# Export
moneyline analytics export sub_abc123 --format xlsx

Policy

# Evaluate
moneyline policy evaluate sub_abc123

# Create rule
moneyline policy create-rule --name "Min Revenue" --metric monthly_revenue --operator gte --threshold 10000 --severity error

# List rules
moneyline policy list-rules

# History
moneyline policy history sub_abc123

Webhooks

# Create
moneyline webhooks create --url https://your-app.com/webhook --events submission.processed,document.parsed

# List
moneyline webhooks list

# Delete
moneyline webhooks delete wh_abc123

MCP Server

# Start MCP server (stdio transport)
moneyline mcp serve

# Test MCP connection
moneyline mcp test

Output Formats

# JSON output (default)
moneyline submissions list --format json

# Table output
moneyline submissions list --format table

# Compact/minimal
moneyline submissions list --format compact

Global Flags

FlagDescription
--api-keyOverride API key for this command
--api-urlOverride API URL
--formatOutput format: json, table, compact
--no-colorDisable colored output
--verboseEnable debug logging

On this page