Quickstart | AI & MCP | Kick Docs
What Is Kick CLI?
Kick CLI connects to Kick from your terminal. Use it to look up client data, pull reports, and script repeatable review workflows without opening the browser.
What you can do:
Look up transactions
kick --workspace <workspace-id> transactions find --since 2026-01-01 --until 2026-01-31 --limit 25
Pulls transactions for a date range so you can review or pipe them to another tool. ReadPull a profit and loss report
kick --workspace <workspace-id> reports profit-loss --entity 123 --ledger-id <ledger-uuid> --start-date 2026-01-01 --end-date 2026-01-31 --output json
Returns P&L data for one entity over a period. ReadSwitch client context
kick workspaces listthenkick workspaces use <workspace-id>
Lists accessible workspaces and sets a default workspace for later commands. Read (list), Write (use stores a local default)Update one transaction
kick transactions update --transaction-id 12345 --payload-file transaction.json
Applies a reviewed change to a single transaction after preview confirmation. Write
Why Use the CLI?
- Automation: Run the same lookup or export on a schedule
- Integration: Pipe JSON into spreadsheets, dashboards, or agent tools
- Speed: Batch review workflows without clicking through the UI
- Version control: Track scripts in Git alongside your firm's processes
Where to Start
Step 1: Install Kick CLI
macOS/Linux and Windows:
npm install -g @kickfinance/cli
Verify installation:
kick --help
Step 2: Authenticate
For interactive use, sign in through the browser:
kick login
For scripts, set a personal access token (prefix kick_pat_):
export KICK_PAT=kick_pat_...
kick whoami
The CLI resolves credentials from --token, KICK_PAT, KICK_API_TOKEN, your OS keychain, or ~/.config/kick/credentials.
Step 3: Pick a workspace and verify access
List workspaces you can access:
kick workspaces list
Run a command in a specific workspace:
kick --workspace <workspace-id> transactions find --limit 10
Confirm the active user:
kick whoami
Documentation & Support
- Scripting examples: Browse verified automation scripts → CLI Use Case Library
- API authentication: Token management, permissions, and security → Authentication Guide
- CLI reference: Credentials, output modes, and command discovery → CLI Reference