Commands

Usage

wilson                           # Start interactive mode
wilson --run "<query>"           # Run a single AI query (headless)
wilson --status                  # Show database overview
wilson --summary [period]        # Spending breakdown
wilson --pnl [period]            # Profit & loss report
wilson --savings [--months N]    # Savings rate trend
wilson --budget [--month M]      # Budget vs actual
wilson --tax-summary [year]      # Tax deduction summary by IRS category
wilson --report <path>           # Generate Markdown report
wilson --sync                    # Sync all linked accounts (Plaid, Monarch, Firefly III)
wilson --mcp                     # Show MCP server connections and tools
wilson --export <path>           # Export transactions (--format csv|xlsx)
wilson --help                    # Show help

Report Commands

`--summary [period]`

Generate a spending breakdown by category.

wilson --summary month           # Current month
wilson --summary quarter         # Current quarter
wilson --summary year            # Current year
wilson --summary month --offset 1  # Last month

`--pnl [period]`

Generate a profit and loss (income statement) report.

wilson --pnl month
wilson --pnl quarter --offset 1   # Last quarter

`--savings [--months N]`

Show savings rate trend over N months (default: 6).

wilson --savings
wilson --savings --months 12

`--budget [--month M]`

Compare actual spending to budget targets.

wilson --budget
wilson --budget --month 2025-12

`--tax-summary [year]`

Summarize tax-deductible expenses by IRS Schedule C category.

wilson --tax-summary
wilson --tax-summary 2024

`--report <path>`

Generate a comprehensive Markdown report saved to the given path.

wilson --report ~/reports/march.md
wilson --report ~/reports/march.md --month 2025-03

`--export <path>`

Export transactions to CSV or XLSX.

wilson --export ~/exports/transactions.csv
wilson --export ~/exports/transactions.xlsx --format xlsx

Sync

`--sync`

Sync all configured integrations (Plaid, Monarch Money, Firefly III) without starting the interactive agent. Each integration runs independently — if one fails, the others still complete.

wilson --sync

Requires a Pro license. Wilson auto-detects which integrations are configured by checking environment variables:

Integration	Required Env Vars
Plaid	`PLAID_CLIENT_ID` + `PLAID_SECRET`
Monarch	`MONARCH_TOKEN` (or `MONARCH_EMAIL` + `MONARCH_PASSWORD`)
Firefly III	`FIREFLY_API_URL` + `FIREFLY_API_TOKEN`

If no integrations are configured, --sync prints setup instructions. Ideal for cron jobs:

# Daily sync at 6am
0 6 * * * wilson --sync >> ~/.openaccountant/logs/sync.log 2>&1

`--mcp`

List connected MCP servers and their available tools.

wilson --mcp

Reads ~/.openaccountant/mcp.json, connects to each configured server, and prints server names with tool counts and descriptions. See the MCP docs for configuration details.

Dashboard

/dashboard

Opens the built-in web dashboard in your default browser. The dashboard auto-starts at http://localhost:3141 whenever Wilson launches. See the Dashboard docs for details.

Status

wilson --status

Shows an overview of your database: total transactions, date range, categorized vs uncategorized counts, and import history.