Commit Graph

3 Commits

Author SHA1 Message Date
Bill d132bfa238 Add UUID lookup guidance: category/payee fields are UUIDs, not names
Jarvis was grep-ing transaction JSON for text like "swim" instead of
resolving the Swim Lessons category UUID first. Added:
- Warning that payee/category fields are UUIDs
- Two-step lookup patterns for category and payee searches
- Date range guidance: topic queries without dates search all-time
- Updated Groceries example with proper UUID filter
2026-04-24 22:41:07 -04:00
Bill a6e841b4eb Add presentation guidelines, privacy section, and env-configurable config path
- SKILL.md: Add Presentation Guidelines and Privacy sections for
  consistent financial data presentation
- actual-query.mjs: Support ACTUAL_BUDGET_CONFIG_DIR env var to
  override default ~/.config/actual-budget/ path, enabling use in
  containers where that path isn't persisted
2026-03-22 13:52:35 -04:00
Bill b2735d24fa Initial actual-budget skill for Claude Code
Read-only Actual Budget API integration with shell helpers for
querying accounts, transactions, budgets, categories, and spending.
2026-03-22 11:29:01 -04:00