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@ktmcp-cli/yodlee

v1.0.0

Published

Production-ready CLI for Yodlee Core APIs - financial data aggregation

Readme

Banner

"Six months ago, everyone was talking about MCPs. And I was like, screw MCPs. Every MCP would be better as a CLI."

Peter Steinberger, Founder of OpenClaw Watch on YouTube (~2:39:00) | Lex Fridman Podcast #491

Yodlee CLI

⚠️ Unofficial CLI - Not officially sponsored or affiliated with Yodlee / Envestnet.

A production-ready command-line interface for the Yodlee Core APIs — the world's leading financial data aggregation platform. Access accounts, transactions, holdings, and providers directly from your terminal.

Features

  • Accounts — List and inspect all linked financial accounts
  • Transactions — Browse and filter financial transactions
  • Holdings — View investment portfolio holdings
  • Providers — Discover supported financial institutions
  • Linked Accounts — Manage provider account connections
  • User — Access user profile and preferences
  • JSON output — All commands support --json for scripting
  • Colorized output — Clean terminal output with chalk

Installation

npm install -g @ktmcp-cli/yodlee

Quick Start

# Configure credentials (get from Yodlee Developer Portal)
yodlee config set --client-id YOUR_CLIENT_ID --secret YOUR_SECRET

# List all linked accounts
yodlee accounts list

# View recent transactions
yodlee transactions list --top 20

# Check investment holdings
yodlee holdings list

Commands

Config

yodlee config set --client-id <id> --secret <secret>
yodlee config show

Accounts

yodlee accounts list
yodlee accounts list --account-type BANK
yodlee accounts get <account-id>

Account types: BANK, CREDIT, INVESTMENT, INSURANCE, LOAN, REWARD

Transactions

yodlee transactions list
yodlee transactions list --account-id <id>
yodlee transactions list --from-date 2024-01-01 --to-date 2024-12-31
yodlee transactions list --top 100 --json
yodlee transactions count

Holdings

yodlee holdings list
yodlee holdings list --account-id <id> --json

Providers

yodlee providers list
yodlee providers list --name "Chase"
yodlee providers get <provider-id>

Linked Accounts

yodlee linked list

User

yodlee user get
yodlee user get --json

JSON Output

All commands support --json for structured output:

yodlee accounts list --json | jq '.[].accountName'
yodlee transactions list --json | jq '.[] | select(.amount.amount > 100)'

Why CLI > MCP?

No server to run. No protocol overhead. Just install and go.

  • Simpler — Just a binary you call directly
  • Composable — Pipe to jq, grep, awk
  • Scriptable — Works in cron jobs, CI/CD, shell scripts
  • Portable — Install once, use everywhere

License

MIT — Part of the Kill The MCP project.