Example Workflows

These are real workflows you can run through any AI agent connected to Treeline — Claude Desktop, Claude Code, OpenClaw, or any MCP client.

Financial Overview

“What’s my financial snapshot?”

The agent runs tl status to get account balances, then queries for recent transaction volume and trends.

“What’s my net worth and how has it changed over the last 6 months?”

SELECT
  DATE_TRUNC('month', snapshot_time) as month,
  SUM(CASE WHEN a.classification = 'asset' THEN b.balance ELSE -b.balance END) as net_worth
FROM balance_snapshots b
JOIN accounts a USING (account_id)
GROUP BY month
ORDER BY month DESC
LIMIT 6

Spending Analysis

“How much did I spend on groceries last month?”

SELECT SUM(-amount) as total
FROM transactions
WHERE amount < 0
  AND tags @> ['groceries']
  AND posted_date >= DATE_TRUNC('month', now()::TIMESTAMP::DATE - INTERVAL '1 month')
  AND posted_date < DATE_TRUNC('month', now()::TIMESTAMP::DATE)

“What are my top 10 spending categories this month?”

SELECT category, SUM(-amount) as spent, COUNT(*) as txn_count
FROM (
  SELECT UNNEST(tags) as category, amount
  FROM transactions
  WHERE amount < 0
    AND posted_date >= DATE_TRUNC('month', now()::TIMESTAMP::DATE)
)
GROUP BY category
ORDER BY spent DESC
LIMIT 10

“Show me all transactions over $200 this week”

SELECT posted_date, description, amount, account_name
FROM transactions
WHERE ABS(amount) > 200
  AND posted_date >= now()::TIMESTAMP::DATE - INTERVAL '7 days'
ORDER BY ABS(amount) DESC

Transaction Management

“Tag all Uber and Lyft transactions as transport”

The agent finds matching transactions and uses the tag tool:

SELECT transaction_id FROM transactions
WHERE description ILIKE '%uber%' OR description ILIKE '%lyft%'

Then applies the tag to all matching IDs.

“Find duplicate transactions”

SELECT description, amount, posted_date, COUNT(*) as occurrences
FROM transactions
GROUP BY description, amount, posted_date
HAVING COUNT(*) > 1
ORDER BY posted_date DESC

“What transactions are untagged?”

SELECT posted_date, description, amount, account_name
FROM transactions
WHERE tags IS NULL OR ARRAY_LENGTH(tags) = 0
ORDER BY posted_date DESC
LIMIT 20

Budget Tracking

“Am I on track with my budget this month?”

If you have a budget-targets skill, the agent reads your targets and compares against actual spending:

SELECT tag, SUM(-amount) as spent
FROM (
  SELECT UNNEST(tags) as tag, amount
  FROM transactions
  WHERE amount < 0
    AND posted_date >= DATE_TRUNC('month', now()::TIMESTAMP::DATE)
)
GROUP BY tag
ORDER BY spent DESC

“Which categories am I overspending in compared to last month?”

WITH this_month AS (
  SELECT tag, SUM(-amount) as spent
  FROM (
    SELECT UNNEST(tags) as tag, amount
    FROM transactions
    WHERE amount < 0
      AND posted_date >= DATE_TRUNC('month', now()::TIMESTAMP::DATE)
  )
  GROUP BY tag
),
last_month AS (
  SELECT tag, SUM(-amount) as spent
  FROM (
    SELECT UNNEST(tags) as tag, amount
    FROM transactions
    WHERE amount < 0
      AND posted_date >= DATE_TRUNC('month', now()::TIMESTAMP::DATE - INTERVAL '1 month')
      AND posted_date < DATE_TRUNC('month', now()::TIMESTAMP::DATE)
  )
  GROUP BY tag
)
SELECT
  t.tag,
  t.spent as this_month,
  l.spent as last_month,
  t.spent - l.spent as difference
FROM this_month t
JOIN last_month l USING (tag)
WHERE t.spent > l.spent
ORDER BY difference DESC

Recurring Transactions

“What are my recurring monthly charges?”

SELECT
  description,
  ROUND(AVG(amount), 2) as avg_amount,
  COUNT(*) as occurrences,
  MIN(posted_date) as first_seen,
  MAX(posted_date) as last_seen
FROM transactions
WHERE amount < 0
GROUP BY description
HAVING COUNT(*) >= 3
  AND MAX(posted_date) >= now()::TIMESTAMP::DATE - INTERVAL '60 days'
ORDER BY avg_amount ASC

Bank Sync

“Sync my accounts and tell me what’s new”

The agent runs sync, then queries for recently posted transactions:

SELECT posted_date, description, amount, account_name
FROM transactions
ORDER BY posted_date DESC
LIMIT 20

Data Export

“Export all my 2025 transactions to CSV”

tl query --format csv "SELECT * FROM transactions WHERE posted_date BETWEEN '2025-01-01' AND '2025-12-31' ORDER BY posted_date" > 2025-transactions.csv

“Give me a monthly income vs. expenses breakdown for this year”

SELECT
  strftime('%Y-%m', posted_date) as month,
  SUM(CASE WHEN amount > 0 THEN amount ELSE 0 END) as income,
  SUM(CASE WHEN amount < 0 THEN -amount ELSE 0 END) as expenses,
  SUM(amount) as net
FROM transactions
WHERE posted_date >= '2026-01-01'
GROUP BY month
ORDER BY month