COBA, Chase Online Banking Agent
COBA is a Python library that provides an interface to Chase Online Banking by scraping the mobile version of the Chase Online website.
Neither the author nor this project itself, the Chase Online Banking Agent, are in any way affiliated with or endorsed by the JPMorgan Chase company. "JPMorgan Chase," "JPMorgan," "Chase," the Octagon Symbol, and other words or symbols used within this project to identify JPMorgan Chase services are trademarks and service marks of JPMorgan Chase & Co.
When using the Chase Online Banking Agent, you are interacting with the chase.com website and subject to its documented terms and conditions.
Although a best effort is made at ensuring the accuracy and reliability of the information displayed by COBA and its functionality, the author offers no warranty or guarantees COBA will work as expected and maintains no liability of losses, financial or otherwise, that may occur through the use or misuse of COBA.
Installation
Dependencies
COBA only supports Python 2.7 and depends on Beautiful Soup 4, zope.testbrowser, and Mechanize. COBA monkey-patches httplib at run-time so it, and in turn Mechanize and zope.testbrowser, properly validate SSL certificates. As such, only Mechanize version 0.2 and zope.testbrowser 4.0 are supported since future releases may make HTTP requests in a manner that bypasses the monkey-patched SSL validation.
Setup
A setup.py file is provided that will install the coba module and the cobcli, a
command line interface for interacting with Chase Online. Execute python setup.py install using sudo or as privileged user to install the package
globally or run python setup.py install --user to install the package as the
current user. Once installed, you should be able to import the "coba" module in
Python and, provided your PATH environment variable is configured correctly,
run cobcli at the command line to launch the command line interface. The
default location for scripts packaged with Python modules is generally
~/.local/bin, but this can be changed using the
--install-scripts
option.
Chase Online Banking CLI (cobcli)
Cobcli is a command line interface to Chase Online Banking. Its basic usage is
cobcli [-f CONFIGURATION_FILE] [-c COMMAND], and it can be run with or
without specifying a configuration file with the "-f" option. When no
configuration file is specified, cobcli will attempt to load the configuration
from ~/.cobcli if the file exists. The configuration file is a JSON object
that must contain the keys "username" and "password" with the Chase Online
Banking account credentials, and may optionally contain the keys "cookiefile",
the file that will be used to store session cookies, and "verification" which
can be "sms", "call", or "email" which will dictate the verification method
that should be used to send the identity verification code if Chase Online
Banking does not recognize the system you're logging in from. If the
verification method is unspecified, it will default to "email". When the
"cookiefile" is unspecified, cobcli will still work but subsequent instances of
the program will have to log in again instead of resuming the previous section
increasing the amount of time cobcli will need to execute commands. Here's an
example configuration file:
{
"username": "eric",
"password": "hunter2",
"cookiefile": "/dev/shm/coba-cookies.dat",
"verification": "sms"
}
If a configuration file is not used, a prompt for the username and password will appear when cobcli is launched. Once the login credentials have been provided, cobcli will handle any subsequent re-logins that are necessary due to session timeouts automatically.
Commands can be specified as command line arguments using the "-c" flag, The text is parsed in a roughly POSIX-shell compliant manner. Multiple commands can be specified by separating them with non-escaped semicolons. For example, to shows the balance of ones accounts and all transactions for the last week, the following command could be used:
cobcli -c 'accounts; transactions "since:one week ago"'
The following commands are recognized by cobcli:
transfer
Transfer money from one debit account to another. Takes the amount and search strings for the source and destination accounts as arguments in the following form. In the following example, $2000 is transferred from the account that contains "checking" in its name to the account the contains "saving" in its name:
transfer 2000 from checking to saving
Multiple qualifiers can be added in the event that the search terms match more than one account. In this example below, $500 is transferred from a Chase Total Checking account to a Chase Premier Plus Checking account:
transfer 500 from premier checking to total checking
Output Sample:
> transfer 5.50 from checking to saving
Transferring 5.50 from TOTAL CHECKING (...1234) to CHASE SAVINGS (...4567).
Proceed? (y/N) y
Transfer of $5.50 submitted.
details
List raw properties of an account or accounts. This command accepts optional search terms as arguments, and accounts that contain any of the specified strings will be included in the output. When no search terms are provided, the properties of all accounts are displayed.
Output Sample:
> details
TOTAL CHECKING (...1243)
------------------------
Present balance $1,000.00
Available balance $1,000.00
CHASE SAVINGS (...4567)
-----------------------
Withdrawals this period 2
Present balance $2,000.00
Available balance $2,000.00
CREDIT CARD (...8901)
---------------------
Next payment due 05/20/2014
Total credit limit $300.00
Current balance $400.00
Last statement balance $500.00
Minimum payment due $60.00
Available credit $70.00
accounts
List accounts with names and balances. This command accepts optional search terms as arguments, and accounts that contain any of the specified strings will be included in the output. When no search terms are provided, a balance is displayed below the unfiltered list of accounts. If one of the arguments is "deduct-pending", the most recent transactions of credit accounts will be inspected and any pending transactions will be used to adjust the balance which normally ignores pending transactions. This comes at a cost of speed.
Output Sample:
> accounts
TOTAL CHECKING (...1234) 1000.00
CHASE SAVINGS (...4567) 2000.00
CREDIT CARD (...8901) Marriott Rewards® Credit Card 270.00
---
Balance: 2730.00
transactions
List transactions from accounts. This command accepts optional search terms as arguments, and accounts that contain any of the specified strings will have their transactions included in the output. When no search terms are provided, transactions from all accounts are shown. A date range can also be specified by passing in arguments starting with "from:" or "since:" for the starting date and "through:" or "to:" for the ending date. Because GNU date(1) is used for parsing the date, many common, human-readable forms of dates are accepted. Here are some examples:
Show transactions from April 25th, 2013 through May 1st, 2013 in accounts that have "credit" in the name.
transactions from:2013-04-25 through:2013-05-01 credit
Show transactions from one week ago through the present date; note that omitting an end date implies "through the current date" whereas omitting the start date implies "since the beginning of time":
transactions "from:one week ago"
In addition to the date range selectors, minimum and maximum transaction amounts can be specified with the "min:" and "max:" prefixes respectively, and transaction names can be searched using the "contains:" prefix.
To show transactions containing the text "target," the following command would be executed:
transactions contains:target
And to show transactions between $25 and $100:
transactions min:25 max:100
Output Sample:
> transactions since:2014-01-01 to:2014-01-07 credit
Showing transactions since January 01, 2014 through January 07, 2014
WAL-MART #1234 (Other) 2014-01-01 50.00
TEXACO (Other) 2014-01-03 40.35
BEST BUY (Other) 2014-01-04 108.24
NETFLIX.COM (Other) 2014-01-04 8.65
BIG LOTS STORES (Other) 2014-01-05 10.00
COTTON PATCH CAFE - LU (Other) 2014-01-05 32.44
Payment Thank You - Web (Other) 2014-01-05 -123.45
TCBY (Other) 2014-01-07 6.48
pay
Pay off the balance of a credit account. Takes the amount and search strings for the source and destination accounts as arguments in the following form: (amount) on (destination) with (source). The amount can also be specified as "statement", "minimum", or "current" to pay off the previous statement balance, make the minimum payment or pay off the current balance respectively. In the following example, $500 is paid against the balance of the credit card containing the text "amazon" from the debit account containing the text "checking:"
pay 500 on amazon with checking
As with account transfers, multiple strings can be used as qualifiers to narrow down the selected account.
Output Sample:
> pay 70 on marriott with checking
Paying 70.00 on CREDIT CARD (...8901) with TOTAL CHECKING (...1234).
Proceed? (y/N) y
Payment of $70.00 submitted.