Heath Ledger

AI bookkeeping skill for Mercury bank accounts.

Quick Start

1. scripts/init_db.mjs — creates DB + seeds ~90 universal vendor→category rules
2. scripts/connect_mercury.sh <MERCURY_API_TOKEN> [entity_name] — discovers accounts
3. (Optional) scripts/connect_stripe.sh <entity_id> <stripe_api_key> — connect Stripe for exact revenue + fees
4. (If Stripe connected) scripts/pull_stripe_revenue.sh <entity_id> <start_date> <end_date> — pull monthly revenue data
5. scripts/pull_transactions.sh <entity_id> <start_date> <end_date>
6. scripts/categorize.sh <entity_id> — rule-based first, AI for unknowns
7. Review ambiguous items, correct with scripts/set_category.sh
8. scripts/generate_books.sh <entity_id> <start_date> <end_date> [output_path]

Setup Flow

Mercury API Key (Required)

Get from Mercury Dashboard → Settings → API Tokens. The token gives read-only access to transactions.