Budget Buddy

get_account_balances

Fetch all connected financial accounts with current balances. Returns account name, type, institution, balance, and whether it's included in net worth. Use this for an overview of all accounts.

get_spending_summary

Fetch a high-level spending summary. Returns aggregate spending totals and category breakdowns for the current period.

get_cashflow_report

Fetch cashflow summary — income vs expenses over a date range. Returns totals for income, expenses, and savings rate.

get_budget_status

Fetch current budget status — planned vs actual spending by category. Shows which budgets are on track, over, or under.

get_recurring_transactions

Fetch recurring transactions — subscriptions, bills, and regular charges. Use this to find recurring expenses, subscription costs, and upcoming bills.

get_recent_transactions

Fetch recent transactions with optional filtering by date range, search text, or limit. Returns date, merchant, amount, category, and account for each transaction.

web_search

Search the web for current information. Returns relevant results.

save_profile

Save or update the user's budgeting profile — financial goals, budget style, tracking preferences, and household context. Content should be structured markdown. Call get_agent_instructions first to load your full playbook.