القائمة
Force sync all connected bank accounts with Plaid to get the latest transactions and balances. Use when the user says "sync", "refresh", "update my data", or "get latest transactions".
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Analyze income vs expenses over 6 months, calculate savings rate, identify negative months, and project future balances. Use when the user asks about cash flow, savings rate, burn rate, or "am I saving money?"
Generate a detailed end-of-month financial report with income, spending, category breakdown, top merchants, and month-over-month comparison. Use when the user asks for a monthly report, month summary, or "how did March go?"
Quick financial health check showing balances, net worth, current month spending vs last month, and top spending categories. Use when the user asks for a financial overview, snapshot, or "how am I doing?"
Audit the last 90 days of spending to find recurring charges, subscriptions, waste, unusual transactions, and spending trends. Use when the user asks "where is my money going?", wants to find subscriptions, or asks for a spending audit.
Search for charges from a specific merchant or keyword. Shows total spent, transaction count, and frequency. Use when the user asks "how much did I spend at X?" or "find my Amazon charges" or "search for Uber".
| name | sync |
| description | Force sync all connected bank accounts with Plaid to get the latest transactions and balances. Use when the user says "sync", "refresh", "update my data", or "get latest transactions". |
Force sync all connected bank accounts with Plaid.
Call the sync_transactions MCP tool with no arguments (syncs all items).
Report the results:
After syncing, briefly confirm what the current data freshness is (e.g., "All accounts synced as of just now").
