Use Case
Stop doing repetitive finance & investment tasks manually. Sure API lets your AI agent handle them automatically through natural conversation. Use the we-promise/sure REST API with X-Api-Key auth. Covers accounts, transactions, categories, tags, merchants, imports, holdings, trades, valuations, chat... This guide shows practical examples of using Sure API to automate common finance & investment workflows and save hours every week.
Install Sure API: npx clawhub@latest --dir ~/.claude/skills install sure-api
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Sure API will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Sure API
Automate my finance & investment tasks using Sure API
What repetitive tasks can Sure API handle for me?
Set up a workflow that runs Sure API every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install sure-apiOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install sure-apiβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/sure-api/π‘Extract and place the folder at the path above, then restart your agent.