Use Case Library | AI & MCP | Kick Docs

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For the complete documentation index, see llms.txt. This page is also available as Markdown.

How to Use This LibraryDirect link to heading

Each use case includes:

GitBook Assistant

• The complete script you can copy and run

GitBook Assistant

• Read or write label so you know whether the workflow changes data

GitBook Assistant

• How to customize it for your needs

GitBook Assistant

• What it outputs so you know what to expect

GitBook Assistant

All scripts assume you have installed and authenticated the CLI. Replace <workspace-id>, entity ids, ledger ids, and dates with your client context.

GitBook Assistant

Set a token for scripts:

GitBook AssistantAskCopy

export KICK_PAT=kick_pat_...

Workflow Scripts by Use CaseDirect link to heading

Monthly Reporting

Transaction Management

Reconciliation and Cleanup

Data Analysis

Integration Scripts

Advanced Scripting

Quick Command ReferenceDirect link to heading

List workspaces (read) Direct link to heading

GitBook AssistantAskCopy

kick workspaces list

Set default workspace (write: stores local profile default) Direct link to heading

GitBook AssistantAskCopy

kick workspaces use <workspace-id>

List entities in a workspace (read) Direct link to heading

GitBook AssistantAskCopy

kick workspaces list --include-entities --output json

Find transactions in a date range (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> transactions find --since 2026-01-01 --until 2026-01-31 --limit 25

Export transactions as JSON (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> transactions find --since 2026-01-01 --until 2026-01-31 --fields id,date,amount,counterparty,category --output json

Profit and loss (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> reports profit-loss --entity 123 --ledger-id <ledger-uuid> --start-date 2026-01-01 --end-date 2026-01-31 --cycle month --output json

Balance sheet (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> reports balance-sheet --entity 123 --ledger-id <ledger-uuid> --start-date 2026-01-01 --end-date 2026-01-31 --output json

Trial balance (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> reports trial-balance --entity 123 --ledger-id <ledger-uuid> --start-date 2026-01-01 --end-date 2026-01-31 --output json

Resolve a ledger id for an entity (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> accounting ledgers get --entity-id 123 --output json

Inspect recent activity (read) Direct link to heading

GitBook AssistantAskCopy

kick --workspace <workspace-id> activity list --resource-type transaction --limit 10 --output json

Have a workflow you'd like to automate? Share it with us and we'll add it to this library at support@kick.co