propose_saved_insight
Propose pinning a filtered insight to the user's Saved Insights tab. Returns a proposal id; to record it, call the confirm_proposal tool with the returned proposalId after the user approves (there is no UI button or proposal card to click in this context).
MCP note: this tool only CREATES a pending proposal; nothing is recorded until confirm_proposal is called.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| spec | Yes | The visualization spec. vizType is one of: 'value' (single number), 'comparison' (template income_vs_expense / period_over_period, or custom A/B), 'chart_time' (bucketed time series), 'breakdown' (top groups by category/envelope/account/type), 'table' (list of N transactions). Always set the filter.period — use relative.value='this_month' / 'last_30_days' etc. unless the user gave explicit dates. | |
| title | Yes | Short user-facing label for the pinned insight, e.g. 'Expenses this month excluding Investment' or 'Dating spending over 6 months'. | |
| editsProposalId | No | Id of an existing pending saved-insight proposal to update in place. Pass this when the user asks to adjust a proposal you previously made (e.g. 'exclude Dining too'). Use listPendingProposals if unsure. |