> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/ai/cli.md).

# CLI

- [Quickstart](https://docs.kick.co/ai/cli/cli-quickstart.md): Run accounting lookups and reports from your terminal. Authenticate, pick a workspace, and pull transactions or financial statements with the Kick CLI.
- [Use Case Library](https://docs.kick.co/ai/cli/cli-use-case-library.md): Copy verified Kick CLI scripts for reporting, transaction review, data export, and integrations. Every command matches the current CLI surface.
- [Monthly Reporting](https://docs.kick.co/ai/cli/cli-use-case-library/monthly-reporting.md): Export profit and loss JSON for every entity, compare periods, and archive reports for client delivery using verified Kick CLI commands.
- [Transaction Management](https://docs.kick.co/ai/cli/cli-use-case-library/transaction-management.md): Export transactions for review, spot duplicates, and inspect a transaction before applying a confirmed update with the Kick CLI.
- [Reconciliation and Cleanup](https://docs.kick.co/ai/cli/cli-use-case-library/reconciliation-and-cleanup.md): Alert on uncategorized transactions, find rows missing memos, and review recent transaction activity with verified Kick CLI commands.
- [Data Analysis](https://docs.kick.co/ai/cli/cli-use-case-library/data-analysis.md): Summarize expenses by category and export cash flow statement data with Kick CLI read commands and jq.
- [Integration Scripts](https://docs.kick.co/ai/cli/cli-use-case-library/integration-scripts.md): Pipe Kick CLI JSON into HubSpot, a database, Notion, or Slack using verified read commands and external API calls.
- [Advanced Scripting](https://docs.kick.co/ai/cli/cli-use-case-library/advanced-scripting.md): Parse CLI JSON with jq, set tokens and workspace defaults, and schedule verified read workflows with cron.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.kick.co/ai/cli.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
