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get_account_summary

Get account balances, net worth, assets, and liabilities breakdown.

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Parameters

None - uses authenticated user’s accounts automatically.

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Response

Returns formatted text with:
  • Net worth (assets - liabilities)
  • Assets breakdown (Cash, Investments)
  • Liabilities breakdown (Credit cards, loans)
  • Individual account balances

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Example

Request: 
{
  "name": "get_account_summary",
  "arguments": {}
}
Response: 
Financial Summary:

NET WORTH: $45,230.15

ASSETS ($52,000.00):
Cash:
  - Chase Checking: $8,500.00
  - Ally Savings: $15,000.00

Investments:
  - Vanguard 401(k): $28,500.00

LIABILITIES ($6,769.85):
Credit:
  - Chase Sapphire: $4,200.50
  - Amex Blue Cash: $2,569.35

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Use Cases

  • “What’s my net worth?”
  • “Show me all my account balances”
  • “How much do I have in investments?”
  • “What’s my credit card debt?”