Use when running the quarterly boundary audit of this repo's external assumptions โ inventory the write/read/docs surfaces against the conformance ledger, track the verification-class trend, retro-check recent bugs for missing class-level ratchets, and spot-check docs freshness. Produces a dated report under docs/audits/ plus filed follow-up issues. Repo-maintenance skill, not a finance skill.
Use when the user wants to clean up transactions, fix categories, find missing recurring charges, or do general transaction hygiene in Copilot Money.
Use when the user asks how they're doing financially, wants a spending check-in, asks about free money or discretionary budget, or says 'pulse'. Read-only โ never writes to Copilot Money.
Use when the user wants to reconcile Amazon order history with Copilot Money transactions โ categorize purchases, split multi-category orders, and match card refunds. Requires an Amazon order-data export in CSV form.
Use for open-ended financial questions: 'can I afford X?', 'should I buy X?', 'how much can I spend on Y?', or any affordability, budgeting, or financial planning question. Also use when the user asks a financial question that doesn't fit /finance-cleanup, /finance-pulse, or /finance-trip.
Use when the user wants to track trip expenses, tag travel transactions, find late-posting charges from a trip, or get a trip spending summary. Example: 'tag my Tahiti trip expenses' or 'how much did I spend in Whistler?'