# Up Banking API Skill An AI agent skill for interacting with the [Up Banking API](https://developer.up.com.au/). Query accounts, transactions, categories, and tags. ## Installation ### Via [skills.sh](https://skills.sh/) `npx skills add tcn33/up-banking-api-skill` ### Manual installation Clone the repo: `git clone https://github.com/tcn33/up-banking-api-skill.git ~/.claude/skills/up-api`. Alternative: Download the ZIP and extract to `~/.claude/skills/up-api`. ## Setup ### 1. Get your API token 1. Visit [api.up.com.au](https://api.up.com.au) 2. Scan the QR code with your Up app 3. Copy the generated token ### 2. Set the environment variable ```bash export UP_API_TOKEN="up:yeah:xxxxxxxxxxxxx" ``` Add this to your shell profile (`~/.zshrc` or `~/.bashrc`) for persistence. ### 3. Verify setup ```bash python3 scripts/up_api.py ping ``` You should see a status message with an emoji and UUID. ## Usage All listing commands support `--json` for raw JSON output. ### Accounts ```bash # List all accounts python3 scripts/up_api.py accounts # Filter by type (saver, transactional, home_loan) python3 scripts/up_api.py accounts --type saver # Filter by ownership (individual, joint) python3 scripts/up_api.py accounts --ownership joint # Get specific account details python3 scripts/up_api.py account ``` ### Transactions ```bash # Recent transactions (default 30) python3 scripts/up_api.py transactions # Limit results python3 scripts/up_api.py transactions --limit 10 # Filter by date range (RFC-3339 format required) python3 scripts/up_api.py transactions --since 2024-01-01T00:00:00Z --until 2024-02-01T00:00:00Z # Filter by status python3 scripts/up_api.py transactions --status settled python3 scripts/up_api.py transactions --status held # Filter by category python3 scripts/up_api.py transactions --category groceries # Filter by tag python3 scripts/up_api.py transactions --tag "Coffee" # Filter by account python3 scripts/up_api.py transactions --account # Fetch all pages (for large date ranges) python3 scripts/up_api.py transactions --all --since 2024-01-01T00:00:00Z # Get specific transaction details python3 scripts/up_api.py transaction ``` ### Categories ```bash # List all categories python3 scripts/up_api.py categories # List subcategories of a parent python3 scripts/up_api.py categories --parent good-life # Set transaction category python3 scripts/up_api.py categorize # Clear transaction category python3 scripts/up_api.py categorize none ``` ### Tags ```bash # List all tags python3 scripts/up_api.py tags # Add tags to a transaction python3 scripts/up_api.py tag "Coffee" "Work" # Remove tags from a transaction python3 scripts/up_api.py untag "Coffee" ``` ### Webhooks ```bash # List webhooks python3 scripts/up_api.py webhooks # Create a webhook python3 scripts/up_api.py webhook-create https://example.com/hook "My webhook" # Test a webhook python3 scripts/up_api.py webhook-ping # View webhook delivery logs python3 scripts/up_api.py webhook-logs # Delete a webhook python3 scripts/up_api.py webhook-delete ``` ## JSON Output Use `--json` with any listing command to get raw JSON for processing: ```bash # Get all January transactions as JSON python3 scripts/up_api.py transactions --json --all \ --since 2024-01-01T00:00:00Z \ --until 2024-02-01T00:00:00Z # Pipe to jq for analysis python3 scripts/up_api.py transactions --json --category groceries | \ jq '[.[].attributes.amount.value | tonumber] | add' ``` ## Date Format The Up API requires RFC-3339 format for date filters: - `2024-01-15T00:00:00Z` (UTC) - `2024-01-15T00:00:00+11:00` (with timezone offset) Simple date strings like `2024-01-15` will not work. ## Files - `scripts/up_api.py` - CLI tool - `skill.md` - Skill definition for AI agents - `references/api-reference.md` - API endpoint reference ## Resources - [Up API Documentation](https://developer.up.com.au/) - [Up API GitHub](https://github.com/up-banking/api)

up-api

Installation

SKILL.md