t2000_overview
Get a complete snapshot of your AI banking account including balances, investments, yields, and health metrics in one call for comprehensive financial overviews.
Instructions
Complete account snapshot in ONE call — balance, savings positions, investment portfolio, health factor, yield earnings, fund status, and pending rewards. Use this for morning briefings, general account questions, or any time you need the full picture. Prefer this over calling individual tools.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Implementation Reference
- packages/mcp/src/tools/read.ts:12-50 (handler)The 't2000_overview' tool is implemented as a composite MCP tool that calls multiple agent methods (balance, positions, portfolio, etc.) in parallel to provide a full account snapshot.
server.tool( 't2000_overview', 'Complete account snapshot in ONE call — balance, savings positions, investment portfolio, health factor, yield earnings, fund status, and pending rewards. Use this for morning briefings, general account questions, or any time you need the full picture. Prefer this over calling individual tools.', {}, async () => { try { const [balance, positions, portfolio, health, earnings, fundStatus, pendingRewards] = await Promise.allSettled([ agent.balance(), agent.positions(), agent.getPortfolio(), agent.healthFactor(), agent.earnings(), agent.fundStatus(), agent.getPendingRewards(), ]); const result = { balance: balance.status === 'fulfilled' ? balance.value : null, positions: positions.status === 'fulfilled' ? positions.value : null, portfolio: portfolio.status === 'fulfilled' ? { ...portfolio.value, positions: portfolio.value.positions.map(p => ({ ...p, ...(p.currentPrice === 0 && p.totalAmount > 0 ? { note: 'price unavailable' } : {}), })), } : null, health: health.status === 'fulfilled' ? health.value : null, earnings: earnings.status === 'fulfilled' ? earnings.value : null, fundStatus: fundStatus.status === 'fulfilled' ? fundStatus.value : null, pendingRewards: pendingRewards.status === 'fulfilled' ? pendingRewards.value : null, }; return { content: [{ type: 'text', text: JSON.stringify(result) }] }; } catch (err) { return errorResult(err); } }, );