manage-financial-overview
Retrieve, update, or refresh a financial overview including account balances, goals, and context notes. Ideal for budget analysis and management.
Instructions
Get, update, or refresh a high-level financial overview. This is the best starting point for any analysis, providing account balances, goals, and important context notes.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | The action to perform. | |
| budget_id | No | The ID of the budget. If not provided, the default budget will be used. | |
| data | No | The new data for the section. Required for 'update' action. | |
| section | No | The section to update (e.g., 'goals', 'action_items'). Required for 'update' action. |
Input Schema (JSON Schema)
{
"$defs": {
"ManageFinancialOverviewAction": {
"enum": [
"get",
"update",
"refresh"
],
"title": "ManageFinancialOverviewAction",
"type": "string"
}
},
"properties": {
"action": {
"$ref": "#/$defs/ManageFinancialOverviewAction",
"description": "The action to perform."
},
"budget_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The ID of the budget. If not provided, the default budget will be used.",
"title": "Budget Id"
},
"data": {
"anyOf": [
{
"additionalProperties": true,
"type": "object"
},
{
"type": "null"
}
],
"default": null,
"description": "The new data for the section. Required for 'update' action.",
"title": "Data"
},
"section": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "The section to update (e.g., 'goals', 'action_items'). Required for 'update' action.",
"title": "Section"
}
},
"required": [
"action"
],
"title": "ManageFinancialOverviewInput",
"type": "object"
}