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Delete a previously saved annotation by its ID.

Get linked financial accounts with balance metadata. Filter by type (checking, savings, credit, investment, loan, crypto).

Get latest account balances and net worth summary. Filter by type (checking, savings, credit, investment, loan, crypto).

Get investment holdings and portfolio value. Optionally filter by account.

Get liabilities grouped by credit, student, and mortgage. Filter by type (credit, student, mortgage).

Get recurring subscriptions, bills, and income streams. Filter by type (subscriptions, bills, income).

Get spending summary grouped by category, merchant, week, or month. Supports period shortcuts (last_7d, this_month, etc.) or explicit start_date/end_date.

Get transactions with optional date range, category, amount range, free-text search, and per-account filtering.

List saved annotations, optionally filtered by scope and target.

Save a freeform annotation on a transaction, merchant, account, or profile. Annotations are surfaced automatically in future responses so knowledge persists across conversations.