Triage — Reconciliation
triage_reconciliationRank accounts by reconciliation trust, flagging never-reconciled and stale ones first, and show cleared balances plus bank-link warnings so you can judge if plan numbers are reliable.
Instructions
[READ] Accounts ordered least-trustworthy first: never reconciled, then longest since. Each row carries cleared and uncleared balances, the bank-link state, and warnings — including a cash account whose cleared balance is negative, which means the bank shows an overdraft or the account holds transactions it should not. Reconciliation staleness is what decides whether the rest of a plan's numbers can be trusted, and no other tool reports it. stale_after_days: how long counts as stale (default 45). Costs one request.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| plan_id | No | ||
| stale_after_days | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||