[See what's new in the\
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Kick Changelog](/content/changelog/index.html)

For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/ai/cli/cli-use-case-library.md).

#### How to Use This Library[Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#how-to-use-this-library)

Each use case includes:

GitBook Assistant

- **The complete script** you can copy and run

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

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- **How to customize** it for your needs

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- **What it outputs** so you know what to expect

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All scripts assume you have [installed and authenticated](https://docs.kick.co/ai/developer-tools/cli/install-the-kick-cli) 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_...
```

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### Workflow Scripts by Use Case[Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#workflow-scripts-by-use-case)

[Monthly Reporting](https://docs.kick.co/ai/cli/cli-use-case-library/monthly-reporting)

[Transaction Management](https://docs.kick.co/ai/cli/cli-use-case-library/transaction-management)

[Reconciliation and Cleanup](https://docs.kick.co/ai/cli/cli-use-case-library/reconciliation-and-cleanup)

[Data Analysis](https://docs.kick.co/ai/cli/cli-use-case-library/data-analysis)

[Integration Scripts](https://docs.kick.co/ai/cli/cli-use-case-library/integration-scripts)

[Advanced Scripting](https://docs.kick.co/ai/cli/cli-use-case-library/advanced-scripting)

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#### Quick Command Reference[Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#quick-command-reference)

**List workspaces** (read) [Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#list-workspaces-read)

GitBook AssistantAskCopy

```
kick workspaces list
```

**Set default workspace** (write: stores local profile default) [Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#set-default-workspace-write-stores-local-profile-default)

GitBook AssistantAskCopy

```
kick workspaces use <workspace-id>
```

**List entities in a workspace** (read) [Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#list-entities-in-a-workspace-read)

GitBook AssistantAskCopy

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

**Find transactions in a date range** (read) [Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#find-transactions-in-a-date-range-read)

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](https://docs.kick.co/ai/cli/cli-use-case-library#export-transactions-as-json-read)

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](https://docs.kick.co/ai/cli/cli-use-case-library#profit-and-loss-read)

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](https://docs.kick.co/ai/cli/cli-use-case-library#balance-sheet-read)

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](https://docs.kick.co/ai/cli/cli-use-case-library#trial-balance-read)

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](https://docs.kick.co/ai/cli/cli-use-case-library#resolve-a-ledger-id-for-an-entity-read)

GitBook AssistantAskCopy

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

**Inspect recent activity** (read) [Direct link to heading](https://docs.kick.co/ai/cli/cli-use-case-library#inspect-recent-activity-read)

GitBook AssistantAskCopy

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

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**Have a workflow you'd like to automate?** Share it with us and we'll add it to this library at [support@kick.co](mailto:support@kick.co)