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get_daily_snapshot

Get a quick financial overview showing current account balances and activity from the last 24 hours in a compact format.

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Parameters

None - automatically uses authenticated user’s accounts and fetches last 24 hours of activity.

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Response

Returns formatted snapshot with:
  • Net worth and categorized balances (cash, investments, credit)
  • Transaction count and spending/income totals for last 24 hours
  • Largest transaction with category
  • Pending transactions (if any)

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Example

Request: 
{
  "name": "get_daily_snapshot",
  "arguments": {}
}
Response: 
Financial Snapshot (Last 24 Hours)

BALANCES:
  Net Worth: $45,230.15
  Cash: $23,500.00 | Investments: $28,500.00 | Credit: -$6,769.85

TODAY'S ACTIVITY:
  • 8 transactions
  • Spent: $187.43
  • Income: $0.00
  • Net: -$187.43
  
  Largest: Whole Foods (Food & Dining) -$87.32

PENDING:
  • 2 pending transactions ($45.00)
No Activity Response: 
Financial Snapshot (Last 24 Hours)

BALANCES:
  Net Worth: $45,230.15
  Cash: $23,500.00 | Investments: $28,500.00 | Credit: -$6,769.85

TODAY'S ACTIVITY:
  • No activity in last 24 hours

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Use Cases

  • “How are my finances today?”
  • “What happened in my accounts recently?”
  • “Quick financial check-in”
  • “Any large purchases today?”
  • “Show me my daily summary”
  • “What’s my current net worth and today’s spending?”

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Notes

  • Combines balance data from get_account_balances with recent activity
  • Pending transactions section only appears if pending transactions exist
  • Uses same 24-hour default as get_transactions tool
  • Smart formatting adjusts based on account types (credit only, assets only, or mixed)