Verify connectivity to WhatsMyBudget analytics API. When to use: Use only for connectivity, uptime, or authorization checks. Trigger words: health, status, connectivity, is it working

List available statement periods. When to use: Use when the user asks which statement periods are available or needs a valid period value. Trigger words: available periods, list periods, what months exist

List distinct categories across all analytics data. When to use: Use when the user wants the set of all category names across the whole dataset. Trigger words: all categories, distinct categories, category list

Get statement period totals and transaction count. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for a named statement period total and count, especially when the user says a month or billing period. Trigger words: statement period, period total, monthly overview, april 2026, month spend

Get category breakdown for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for category spending inside one statement period, including food questions where food should be interpreted as dining out plus groceries. Trigger words: period categories, monthly categories, category breakdown, food, food spending, dining out, groceries

List distinct categories in a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use to discover which categories exist in one statement period. Trigger words: distinct categories, list categories, available categories

Get top categories for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for top-N category questions inside one statement period, including food questions where food means dining out plus groceries. Trigger words: top categories, highest categories, ranked categories, food, dining out, groceries

Get account breakdown for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for account totals inside one statement period. Trigger words: by account, account breakdown, statement accounts

Get payment method breakdown for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for payment-method totals inside one statement period. Trigger words: payment methods, cards, cash, statement payments

Get criticality breakdown for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for criticality/severity breakdowns inside one statement period. Trigger words: criticality, severity, risk

Get daily totals for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use when you need day-by-day totals within one statement period. Trigger words: daily totals, by day, day-by-day, timeline

Find duplicate row hash groups for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use to detect duplicate transaction groups inside one statement period. Trigger words: duplicates, duplicate rows, duplicate transactions

Get uncategorized transactions for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use to find uncategorized transactions inside one statement period. Trigger words: uncategorized, missing category, unclassified

Get largest transactions in a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for largest or unusual transaction questions inside one statement period. Trigger words: outliers, largest transactions, unusual spending, biggest transactions

Get totals and transaction count for a date range. When to use: Use for custom start/end date spend totals, counts, and overall range questions. Trigger words: date range, from, to, between, overall spend, range total

Get category breakdown for a date range. When to use: Use for category spending across a custom date range. Trigger words: category breakdown, range categories, spending by category

Get top categories for a date range. When to use: Use for top-N category questions over a custom date range. Trigger words: top categories, highest categories, ranked categories

Get account breakdown for a date range. When to use: Use for account-level totals across a custom date range. Trigger words: account breakdown, by account, range accounts

Get payment method breakdown for a date range. When to use: Use for payment-method totals across a custom date range. Trigger words: payment methods, cards, cash, range payment

Get criticality breakdown for a date range. When to use: Use for criticality/severity breakdowns across a custom date range. Trigger words: criticality, severity, range criticality

Get daily totals for a date range. When to use: Use when you need day-by-day totals within a custom date range. Trigger words: daily totals, by day, day-by-day, timeline

Find duplicate row hash groups for a date range. When to use: Use to detect duplicate transaction groups in a custom date range. Trigger words: duplicates, duplicate rows, duplicate transactions

Get uncategorized transactions for a date range. When to use: Use to find uncategorized transactions in a custom date range. Trigger words: uncategorized, missing category, unclassified

Get largest transactions in a date range. When to use: Use for largest or unusual transaction questions over a custom date range. Trigger words: outliers, largest transactions, unusual spending, biggest transactions

Get a persisted/live statement period summary. Before calling: Call analytics_periods_list first to confirm requested periods exist. If any period is missing, ask the user to choose from available periods. When to use: Use for a single month/statement period total, especially monthly spend questions. Trigger words: monthly spend, month total, single period, april 2026, statement summary

Get statement period summaries over an inclusive period range. Before calling: Call analytics_periods_list first to confirm requested periods exist. If any period is missing, ask the user to choose from available periods. When to use: Use for multiple statement periods or a span of months, not a single month total. Trigger words: summary range, multiple months, period span, from period, to period