Agent: Update monitoring plan
update_monitoring_plan Update (and optionally activate) the user's monitoring plan.
Only the fields passed are changed. Part of onboarding: activate=True
turns hands-off monitoring on and is intended to follow the user's
explicit confirmation in the conversation.
The plan drives notifications and Tier-2 proposals only — it moves
no money.
Args:
check_in_frequency: daily / weekly / monthly / off.
watch_*: toggle individual watchers.
low_balance_threshold: alert when an account drops below this ($).
surplus_buffer: keep at least this much in checking ($).
surplus_minimum_sweep: minimum sweep size proposed ($); smaller
sweeps aren't proposed.
watch_cashflow_shortfall / watch_anomalies: forecast + anomaly watchers.
watch_new_recurring / watch_duplicates / watch_quiet_account:
elder-watch trio — new recurring charge inference, possible
double-posted charges, and spending on a normally-quiet
account (all informational; nothing moves money).
activate: set True (with the user's explicit OK) to approve the plan
and start the sentinel.
Returns:
{"success": True, "plan": {...}} or {"error": ...}.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| activate | No | ||
| watch_surplus | No | ||
| surplus_buffer | No | ||
| watch_anomalies | No | ||
| watch_duplicates | No | ||
| watch_low_balance | No | ||
| check_in_frequency | No | ||
| watch_bill_coverage | No | ||
| watch_new_recurring | No | ||
| watch_quiet_account | No | ||
| low_balance_threshold | No | ||
| surplus_minimum_sweep | No | ||
| watch_cashflow_shortfall | No |