organizze（organizze 效率）

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.
2. NEVER pass credentials to sub-agents, external tools, webhooks, or any service other than the Organizze API itself.
3. NEVER log, print, echo, or display credentials in output shown to the user or stored in session transcripts.
4. 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.
5. 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
2. Store credentials as environment variables:

export ORGANIZZE_EMAIL="seu_email@exemplo.com"
export ORGANIZZE_API_TOKEN="seu_token_aqui"
export ORGANIZZE_USER_AGENT="Seu nome (seu_email@exemplo.com)"

PowerShell (Windows):

$env:ORGANIZZE_EMAIL="seu_email@exemplo.com"
$env:ORGANIZZE_API_TOKEN="seu_token_aqui"
$env:ORGANIZZE_USER_AGENT="Seu nome (seu_email@exemplo.com)"

Or configure in ~/.openclaw/openclaw.json:

{
  "skills": {
    "entries": {
      "organizze": {
        "enabled": true,
        "env": {
          "ORGANIZZE_EMAIL": "seu_email@exemplo.com",
          "ORGANIZZE_API_TOKEN": "seu_token_aqui",
          "ORGANIZZE_USER_AGENT": "Nome Completo (seu_email@exemplo.com)"
        }
      }
    }
  }
}

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.

BASE_URL="https://api.organizze.com.br/rest/v2"
USER_AGENT="$ORGANIZZE_USER_AGENT"

Usuários (Users)

Detalhar usuário

curl -s "$BASE_URL/users/{user_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

{
  "id": 3,
  "name": "Esdras Mayrink",
  "email": "falecom@email.com.br",
  "role": "admin"
}

Contas Bancárias (Bank Accounts)

Listar contas bancárias

curl -s "$BASE_URL/accounts" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  {
    "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"
  }
]

Detalhar conta bancária

curl -s "$BASE_URL/accounts/{account_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar conta bancária

Types: checking, savings, other.

curl -s -X POST "$BASE_URL/accounts" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_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
  }'

Atualizar conta bancária

curl -s -X PUT "$BASE_URL/accounts/{account_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Itaú Poupança"
  }'

Excluir conta bancária

curl -s -X DELETE "$BASE_URL/accounts/{account_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Categorias (Categories)

Listar categorias

curl -s "$BASE_URL/categories" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  { "id": 1, "name": "Lazer", "color": "438b83", "parent_id": null },
  { "id": 3, "name": "Saúde", "color": "ffff00", "parent_id": null }
]

Detalhar categoria

curl -s "$BASE_URL/categories/{category_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar uma categoria

curl -s -X POST "$BASE_URL/categories" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "SEO"
  }'

Atualizar uma categoria

curl -s -X PUT "$BASE_URL/categories/{category_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Marketing"
  }'

Excluir uma categoria

Optionally pass replacement_id to transfer transactions to another category. If omitted, the default category is used.

curl -s -X DELETE "$BASE_URL/categories/{category_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "replacement_id": 18
  }'

Cartões de Crédito (Credit Cards)

Listar cartões de crédito

curl -s "$BASE_URL/credit_cards" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  {
    "id": 3,
    "name": "Visa Exclusive",
    "description": null,
    "card_network": "visa",
    "closing_day": 4,
    "due_day": 17,
    "limit_cents": 1200000,
    "kind": "credit_card",
    "archived": true,
    "default": false,
    "created_at": "2015-06-22T16:45:30-03:00",
    "updated_at": "2015-09-01T18:18:48-03:00"
  }
]

Detalhar cartão de crédito

curl -s "$BASE_URL/credit_cards/{credit_card_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar um cartão de crédito

curl -s -X POST "$BASE_URL/credit_cards" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Hipercard",
    "card_network": "hipercard",
    "due_day": 15,
    "closing_day": 2,
    "limit_cents": 500000
  }'

Atualizar um cartão de crédito

Use update_invoices_since (YYYY-MM-DD) to recalculate invoices from a given date.

curl -s -X PUT "$BASE_URL/credit_cards/{credit_card_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "name": "Visa Exclusive",
    "due_day": 17,
    "closing_day": 4,
    "update_invoices_since": "2015-07-01"
  }'

Excluir um cartão de crédito

curl -s -X DELETE "$BASE_URL/credit_cards/{credit_card_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

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

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

With date filter:

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices?start_date=2024-01-01&end_date=2024-12-31" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  {
    "id": 186,
    "date": "2015-07-17",
    "starting_date": "2015-06-03",
    "closing_date": "2015-07-04",
    "amount_cents": 30000,
    "payment_amount_cents": -70000,
    "balance_cents": 100000,
    "previous_balance_cents": 0,
    "credit_card_id": 3
  }
]

Detalhar uma fatura

Returns invoice details including transactions and payments arrays.

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices/{invoice_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Pagamento de uma fatura

curl -s "$BASE_URL/credit_cards/{credit_card_id}/invoices/{invoice_id}/payments" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

{
  "id": 1033,
  "description": "Pagamento fatura",
  "date": "2015-09-16",
  "paid": true,
  "amount_cents": 0,
  "total_installments": 1,
  "installment": 1,
  "recurring": false,
  "account_id": 3,
  "account_type": "Account",
  "category_id": 21,
  "contact_id": null,
  "notes": "Pagamento via boleto",
  "attachments_count": 0,
  "created_at": "2015-09-15T22:27:20-03:00",
  "updated_at": "2015-09-15T22:27:20-03:00"
}

Metas (Budgets)

Listar metas do mês atual

curl -s "$BASE_URL/budgets" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  {
    "amount_in_cents": 150000,
    "category_id": 17,
    "date": "2018-08-01",
    "activity_type": 0,
    "total": 0,
    "predicted_total": 0,
    "percentage": "0.0"
  }
]

Listar metas por ano

curl -s "$BASE_URL/budgets/{year}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Listar metas por mês e ano

curl -s "$BASE_URL/budgets/{year}/{month}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

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

curl -s "$BASE_URL/transactions?start_date=2024-01-01&end_date=2024-01-31" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

With account filter:

curl -s "$BASE_URL/transactions?start_date=2024-01-01&end_date=2024-01-31&account_id=3" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  {
    "id": 15,
    "description": "SAQUE LOT",
    "date": "2015-09-06",
    "paid": false,
    "amount_cents": -15000,
    "total_installments": 1,
    "installment": 1,
    "recurring": false,
    "account_id": 3,
    "account_type": "CreditCard",
    "category_id": 21,
    "contact_id": null,
    "notes": "",
    "attachments_count": 0,
    "credit_card_id": 3,
    "credit_card_invoice_id": 189
  }
]

Detalhar uma movimentação

curl -s "$BASE_URL/transactions/{transaction_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar uma movimentação simples

curl -s -X POST "$BASE_URL/transactions" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Computador",
    "notes": "Pagamento via boleto",
    "date": "2024-09-16",
    "amount_cents": -350000,
    "account_id": 3,
    "category_id": 21,
    "tags": [{"name": "homeoffice"}]
  }'

Criar movimentação recorrente (fixa)

Periodicity values: monthly, yearly, weekly, biweekly, bimonthly, trimonthly.

curl -s -X POST "$BASE_URL/transactions" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Despesa fixa",
    "notes": "Pagamento via boleto",
    "date": "2024-09-16",
    "amount_cents": -15000,
    "account_id": 3,
    "category_id": 21,
    "recurrence_attributes": {
      "periodicity": "monthly"
    }
  }'

Criar movimentação recorrente (parcelada)

curl -s -X POST "$BASE_URL/transactions" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Despesa parcelada",
    "notes": "Pagamento via boleto",
    "date": "2024-09-16",
    "amount_cents": -120000,
    "account_id": 3,
    "category_id": 21,
    "installments_attributes": {
      "periodicity": "monthly",
      "total": 12
    }
  }'

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).

curl -s -X PUT "$BASE_URL/transactions/{transaction_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Updated parcelada via API",
    "notes": "Pagamento via boleto",
    "amount_cents": 20050,
    "date": "2024-12-20",
    "update_future": true,
    "tags": [{"name": "via_api"}]
  }'

Excluir movimentação

For recurring/installment: update_future: true deletes future occurrences, update_all: true deletes all (may affect balance).

curl -s -X DELETE "$BASE_URL/transactions/{transaction_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "update_future": true
  }'

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

curl -s "$BASE_URL/transfers" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Response example:

[
  {
    "id": 10,
    "description": "Transferência",
    "date": "2015-09-01",
    "paid": true,
    "amount_cents": -10000,
    "total_installments": 1,
    "installment": 1,
    "recurring": false,
    "account_id": 3,
    "category_id": 21,
    "oposite_transaction_id": 11,
    "oposite_account_id": 4
  }
]

Detalhar uma transferência

curl -s "$BASE_URL/transfers/{transfer_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

Criar uma transferência

curl -s -X POST "$BASE_URL/transfers" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "credit_account_id": 3,
    "debit_account_id": 4,
    "amount_cents": 10000,
    "date": "2024-09-01",
    "paid": true,
    "tags": [{"name": "ajuste"}]
  }'

Atualizar uma transferência

curl -s -X PUT "$BASE_URL/transfers/{transfer_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8" \
  -d '{
    "description": "Transferência ajustada",
    "notes": "Ajuste manual",
    "tags": [{"name": "revisado"}]
  }'

Excluir transferência

curl -s -X DELETE "$BASE_URL/transfers/{transfer_id}" \
  -u "$ORGANIZZE_EMAIL:$ORGANIZZE_API_TOKEN" \
  -H "User-Agent: $USER_AGENT" \
  -H "Content-Type: application/json; charset=utf-8"

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.