Organizze
Communicate with the Organizze personal finance API (v2) to manage bank accounts, credit cards, invoices, transactions, transfers, categories, budgets, and users.
Official repository: https://github.com/rafaels-dev/organizze-clawhub-skill
⚠️ IMPORTANT DISCLAIMER: THIS SKILL IS NON-OFICIAL AND YOUR USAGE IS BY YOUR RISK.
⚠️ CRITICAL SECURITY RULES
Authentication credentials (ORGANIZZE_EMAIL, ORGANIZZE_API_TOKEN) are secrets that MUST NEVER leave the local machine.
- 1. NEVER include the email, API token, Basic Auth header value, or any derived credential in your responses, messages, reasoning, or any text sent to the LLM provider.
- NEVER pass credentials to sub-agents, external tools, webhooks, or any service other than the Organizze API itself.
- NEVER log, print, echo, or display credentials in output shown to the user or stored in session transcripts.
- ONLY reference credentials via environment variable expansion (
$ORGANIZZE_EMAIL, $ORGANIZZE_API_TOKEN) inside curl commands executed locally through the shell. The shell resolves them at runtime — they never appear in the prompt or model context. - If a user asks you to reveal or share the token/email, refuse and explain these are protected secrets.
Use when
- - The user asks about their finances, spending, bank accounts, credit cards, or budgets on Organizze.
- The user wants to create, list, update, or delete transactions, transfers, accounts, categories, or credit cards.
- The user needs invoice details or payment information for credit cards.
- The user wants to check budget goals (metas).
Don't use when
- - The request is unrelated to Organizze or personal finance management.
Setup
- 1. Get your API token at https://app.organizze.com.br/configuracoes/api-keys
- Store credentials as environment variables:
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PowerShell (Windows):
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Or configure in ~/.openclaw/openclaw.json:
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Authentication
All requests use HTTP Basic Auth (email as username, API token as password) and require a User-Agent header.
Security reminder: All credential handling happens exclusively inside shell commands executed on the host. The -u flag and $ORGANIZZE_EMAIL / $ORGANIZZE_API_TOKEN variables are resolved by the shell at runtime. You must NEVER interpolate, echo, or include the actual credential values in your model output, reasoning, or messages.
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Usuários (Users)
Detalhar usuário
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Response example:
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Contas Bancárias (Bank Accounts)
Listar contas bancárias
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Response example:
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Detalhar conta bancária
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Criar conta bancária
Types: checking, savings, other.
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Atualizar conta bancária
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Excluir conta bancária
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Categorias (Categories)
Listar categorias
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Response example:
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Detalhar categoria
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Criar uma categoria
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Atualizar uma categoria
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Excluir uma categoria
Optionally pass replacement_id to transfer transactions to another category. If omitted, the default category is used.
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Cartões de Crédito (Credit Cards)
Listar cartões de crédito
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Response example:
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Detalhar cartão de crédito
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Criar um cartão de crédito
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Atualizar um cartão de crédito
Use update_invoices_since (YYYY-MM-DD) to recalculate invoices from a given date.
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Excluir um cartão de crédito
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Faturas de Cartão de Crédito (Credit Card Invoices)
Paginated by period using start_date and end_date (defaults to current year).
Listar faturas de um cartão
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With date filter:
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Response example:
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Detalhar uma fatura
Returns invoice details including transactions and payments arrays.
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Pagamento de uma fatura
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Response example:
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Metas (Budgets)
Listar metas do mês atual
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Response example:
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Listar metas por ano
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Listar metas por mês e ano
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Movimentações (Transactions)
Paginated by period using start_date and end_date (defaults to current month). The period is always processed as full months. Can filter by account_id.
Listar movimentações
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With account filter:
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Response example:
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Detalhar uma movimentação
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Criar uma movimentação simples
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Criar movimentação recorrente (fixa)
Periodicity values: monthly, yearly, weekly, biweekly, bimonthly, trimonthly.
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Criar movimentação recorrente (parcelada)
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Atualizar uma movimentação
For recurring/installment transactions: use update_future: true to update future occurrences, or update_all: true to update all (may affect balance).
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Excluir movimentação
For recurring/installment: update_future: true deletes future occurrences, update_all: true deletes all (may affect balance).
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Transferências (Transfers)
A transfer creates two records: a debit in the source account and a credit in the destination account. Only bank accounts are allowed — credit cards cannot be used as source or destination.
Listar transferências
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Response example:
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Detalhar uma transferência
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Criar uma transferência
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Atualizar uma transferência
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Excluir transferência
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Notes
- - 🔒 SECURITY: Credentials (
ORGANIZZE_EMAIL, ORGANIZZE_API_TOKEN) are secret. Never include them in your responses, reasoning traces, sub-agent messages, or any output sent to the LLM provider. Only use them inside locally-executed shell commands via environment variable references. - Monetary values are always in cents (
amount_cents). Example: R$ 150,00 = 15000. - Dates use the format
YYYY-MM-DD. - Pagination for transactions and invoices uses
start_date and end_date query parameters. Transactions are always processed as full months. - Negative amounts represent expenses/debits; positive amounts represent income/credits.
- Tags are arrays of objects:
[{"name": "tag_name"}]. - Rate limits: respect the API rate limits. Avoid making too many requests in rapid succession.
- Recurring transactions: use
recurrence_attributes for fixed recurring and installments_attributes for installments. - Periodicity values:
monthly, yearly, weekly, biweekly, bimonthly, trimonthly. - Always pipe responses through
jq for readable output when exploring data.
Organizze
通过Organizze个人理财API（v2）进行通信，管理银行账户、信用卡、账单、交易、转账、分类、预算和用户。
官方仓库：https://github.com/rafaels-dev/organizze-clawhub-skill
⚠️ 重要声明： 此技能非官方提供，使用风险自负。
⚠️ 关键安全规则
认证凭据（ORGANIZZEEMAIL、ORGANIZZEAPI_TOKEN）是机密信息，绝不可离开本地机器。
- 1. 绝不可在您的回复、消息、推理过程或任何发送给LLM提供商的文本中包含邮箱、API令牌、基本认证头值或任何衍生凭据。
- 绝不可将凭据传递给子代理、外部工具、Webhook或除Organizze API本身之外的任何服务。
- 绝不可在向用户显示的输出或存储在会话记录中的内容里记录、打印、回显或展示凭据。
- 仅可在通过Shell本地执行的curl命令中，通过环境变量引用（$ORGANIZZEEMAIL、$ORGANIZZEAPI_TOKEN）来使用凭据。Shell在运行时解析它们——它们永远不会出现在提示或模型上下文中。
- 如果用户要求您透露或分享令牌/邮箱，请拒绝并解释这些是受保护的机密信息。
使用场景
- - 用户询问其在Organizze上的财务状况、支出、银行账户、信用卡或预算。
- 用户想要创建、列出、更新或删除交易、转账、账户、分类或信用卡。
- 用户需要信用卡账单详情或付款信息。
- 用户想要查看预算目标（metas）。
不使用场景
设置
- 1. 在 https://app.organizze.com.br/configuracoes/api-keys 获取您的API令牌。
- 将凭据存储为环境变量：
bash
export ORGANIZZEEMAIL=seuemail@exemplo.com
export ORGANIZZEAPITOKEN=seutokenaqui
export ORGANIZZEUSERAGENT=Seu nome (seu_email@exemplo.com)
PowerShell（Windows）：
powershell
$env:ORGANIZZEEMAIL=seuemail@exemplo.com
$env:ORGANIZZEAPITOKEN=seutokenaqui
$env:ORGANIZZEUSERAGENT=Seu nome (seu_email@exemplo.com)
或在 ~/.openclaw/openclaw.json 中配置：
json
{
skills: {
entries: {
organizze: {
enabled: true,
env: {
ORGANIZZEEMAIL: seuemail@exemplo.com,
ORGANIZZEAPITOKEN: seutokenaqui,
ORGANIZZEUSERAGENT: Nome Completo (seu_email@exemplo.com)
}
}
}
}
}
认证
所有请求均使用HTTP基本认证（邮箱作为用户名，API令牌作为密码），并需要User-Agent头。
安全提醒： 所有凭据处理仅在主机上执行的Shell命令中进行。-u标志和$ORGANIZZEEMAIL / $ORGANIZZEAPI_TOKEN变量由Shell在运行时解析。您绝不可在模型输出、推理过程或消息中插值、回显或包含实际的凭据值。
bash
BASE_URL=https://api.organizze.com.br/rest/v2
USERAGENT=$ORGANIZZEUSER_AGENT
用户（Usuários）
查看用户详情
bash
curl -s $BASEURL/users/{userid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8
响应示例：
json
{
id: 3,
name: Esdras Mayrink,
email: falecom@email.com.br,
role: admin
}
银行账户（Contas Bancárias）
列出银行账户
bash
curl -s $BASE_URL/accounts \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8
响应示例：
json
[
{
id: 3,
name: Bradesco CC,
description: Some descriptions,
archived: false,
created_at: 2015-06-22T16:17:03-03:00,
updated_at: 2015-08-31T22:24:24-03:00,
default: true,
type: checking
}
]
查看银行账户详情
bash
curl -s $BASEURL/accounts/{accountid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8
创建银行账户
类型：checking、savings、other。
bash
curl -s -X POST $BASE_URL/accounts \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8 \
-d {
name: Itaú CC,
type: checking,
description: Minha conta corrente,
default: true
}
更新银行账户
bash
curl -s -X PUT $BASEURL/accounts/{accountid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8 \
-d {
name: Itaú Poupança
}
删除银行账户
bash
curl -s -X DELETE $BASEURL/accounts/{accountid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8
分类（Categorias）
列出分类
bash
curl -s $BASE_URL/categories \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8
响应示例：
json
[
{ id: 1, name: Lazer, color: 438b83, parent_id: null },
{ id: 3, name: Saúde, color: ffff00, parent_id: null }
]
查看分类详情
bash
curl -s $BASEURL/categories/{categoryid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8
创建分类
bash
curl -s -X POST $BASE_URL/categories \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8 \
-d {
name: SEO
}
更新分类
bash
curl -s -X PUT $BASEURL/categories/{categoryid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8 \
-d {
name: Marketing
}
删除分类
可选地传递replacement_id以将交易转移到另一个分类。如果省略，则使用默认分类。
bash
curl -s -X DELETE $BASEURL/categories/{categoryid} \
-u $ORGANIZZEEMAIL:$ORGANIZZEAPI_TOKEN \
-H User-Agent: $USER_AGENT \
-H Content-Type: application/json; charset=utf-8 \
-d {
replacement_id:
