> 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.
- [Install the Kick CLI](https://docs.kick.co/ai/cli/cli-quickstart/install-the-kick-cli.md): Install or locate the Kick CLI, verify the command works, and prepare your terminal for repeatable automation.
- [Authenticate and Select Workspace](https://docs.kick.co/ai/cli/cli-quickstart/authenticate-and-select-workspace.md): Log in to the Kick CLI, use personal access tokens safely, and confirm the workspace before running client commands.
- [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.
- [Daily Ops](https://docs.kick.co/ai/cli/cli-use-case-library/daily-ops.md): Kick CLI scripts for everyday review: export uncategorized transactions, send a daily alert, and find transactions missing a memo or duplicated.
- [Close](https://docs.kick.co/ai/cli/cli-use-case-library/close.md): Kick CLI scripts for closing a period: export profit and loss JSON for every entity, compare periods, and archive trial balances.
- [Investigation](https://docs.kick.co/ai/cli/cli-use-case-library/investigation.md): Kick CLI scripts for checking changes: review recent category edits, and inspect a transaction before applying a confirmed update.
- [Advisory and Deliverables](https://docs.kick.co/ai/cli/cli-use-case-library/advisory-and-deliverables.md): Kick CLI scripts for client analysis: summarize expenses by category for a quarter and export monthly cash flow statement data.
- [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.
- [Reference](https://docs.kick.co/ai/cli/cli-reference.md): Technical reference for Kick CLI credentials, workspace selection, command discovery, output modes, JSON parsing, scheduling, and exit codes.


---

# 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 by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.