MongoDB — Document Storage Skill

Use this skill whenever an agent needs to read or write persistent data to MongoDB. All operations are performed via a Python CLI script and return JSON output.

When to use

• User asks to "save to the database", "store this in Mongo", "retrieve from MongoDB"
• An agent needs to persist data across sessions (budgets, transactions, summaries, watchlists)
• An agent needs to query, filter, or aggregate stored records
• A new collection or schema (validator) needs to be set up

Setup (first run only)

Local MongoDB: If you need to install MongoDB on Ubuntu, see INSTALL-UBUNTU.md. For Atlas, use your connection string in config or env.

Run the setup script once from the workspace root to create a virtual environment and install pymongo: