AI & Agents
Treeline is built for AI agents. Your financial data lives in a local DuckDB database that agents can query directly via SQL — no API keys, no rate limits, no cloud round-trips.
Why Local-First Matters for Agents
Section titled “Why Local-First Matters for Agents”Most finance apps store your data on their servers. An agent has to go through a rate-limited API, wait for network round-trips, and work within whatever endpoints the app exposes.
Treeline is different. Your data is a file on your machine. An agent gets:
- Full SQL access — any query, any join, any aggregation. Not limited to pre-built API endpoints.
- Zero latency — DuckDB runs in-process. Queries return in milliseconds.
- No rate limits — run as many queries as needed for complex analysis.
- Complete privacy — your financial data never leaves your machine (unless you choose to share query results with a cloud LLM).
How Agents Connect
Section titled “How Agents Connect”There are three ways for an AI agent to work with Treeline:
MCP Server
Section titled “MCP Server”The Model Context Protocol lets agents discover and use Treeline’s tools. Works with Claude Desktop, Claude Code, Gemini CLI, Cursor, and any MCP-compatible client.
The tl command-line interface gives agents direct access to all Treeline features. Every command supports --json for structured output. Best for OpenClaw, Claude Code, and agent frameworks that can execute shell commands.
OpenClaw
Section titled “OpenClaw”The Treeline skill on ClawHub lets you chat with your finances through Discord, WhatsApp, Telegram, and more.
User Skills
Section titled “User Skills”Agents can create and discover skills — reusable financial playbooks stored as SKILL.md files on your machine. A skill might define your tagging conventions, tax categories, or budget targets.
Skills follow the open Agent Skills standard and work across Claude Code, OpenClaw, VS Code, and other platforms that support the spec.