cancel_donation
ChatGPTCancel a donation from the user's Daffy fund that has not been paid out yet, returning its amount to the fund's available balance. Only donations whose status is SCHEDULED or APPROVED can be cancelled - anything already processing, mailed, or completed cannot. THIS PERMANENTLY DELETES the donation: it disappears from list_donations entirely rather than being kept as a cancelled record, and cannot be undone through this tool. Always confirm the exact donation with the user first. Pass the numeric id from list_donations.
get_charity
ChatGPTLook up a single charity by its EIN (US tax ID). Accepts '12-3456789' or '123456789'. Returns the charity's name, location, website, cause categories, logo, and Daffy profile URL. Only active, donation-eligible charities are returned.
get_fund_balance
ChatGPTGet the USD balances of the user's Daffy fund. The fund is one pool of money: total_balance is all of it, and total_balance = cash_balance + invested_balance + pending_contributions - those pieces are already counted, so never add fields together to report a larger balance. Money invested in a portfolio can still be donated because Daffy sells portfolio units to fund the donation; cash_balance can be negative while donations settle. illiquid_balance is donated assets (stock, crypto) still awaiting liquidation and is not part of total_balance. available_to_donate is the exact amount a new donation is checked against right now: it also counts scheduled contributions arriving within a day and subtracts already-scheduled donations and pending refunds, so it is not derivable from the other fields and can be higher or lower than total_balance. Answer a plain "what is my balance" question with total_balance; answer "how much can I donate" with available_to_donate.
get_portfolio
ChatGPTGet how the user's Daffy fund is invested and how it has performed: the portfolio the fund is invested in (name, category, description, units held, latest unit price) with its asset allocation, investment returns over every available time window, and lifetime fund details (giving power, contributions, donations, donation rate). portfolio is null when the fund is not invested in a portfolio, and return figures are null for a fund with no market history. Every *_percent field is already a percentage: 4.1 means 4.1%. Amounts are USD. For the fund's balance use get_fund_balance instead - this tool covers investments and performance, and the money invested here is the same money the balance tool reports as invested_balance, not an extra pot.
get_statement_csv
ChatGPTGenerate the user's Daffy fund activity statement as CSV for a date range: contributions, donations, fees, and other balance changes, framed by the starting and ending balance. Dates are YYYY-MM-DD and must fall within the same calendar year. Recent activity needs a short settlement cooldown, so the last day or two may not appear yet. Returns two text parts: a JSON header (filename, covered range) followed by the raw CSV.
list_contributions
ChatGPTList contributions (money added) to the user's Daffy fund: cash, bank transfers, card, stock, and crypto. Optionally filter by year or status. By default only PENDING, SUCCESS, and WAITING_FOR_FUNDS contributions are returned. valuation is the USD value; units is the raw asset quantity (equal to valuation for cash). Paginated via page and page_size.
list_donations
ChatGPTList the donations made from the user's Daffy fund, newest first. Optionally filter by year or by a charity's numeric non_profit_id (from a previous donation result). Each donation includes amount, status, the charity, any note, and timestamps. Paginated: pass page; meta.last is the final page number. Page size is fixed by the server.
make_donation
ChatGPTMake a donation from the user's Daffy fund to a charity identified by EIN. THIS MOVES REAL MONEY and cannot be undone through this tool - always confirm the exact charity and amount with the user before calling. Minimum donation: $10. If the fund has insufficient funds, the error includes the available balance. Optional: a public note, a private memo (visible only to the user's fund), and a tip to support Daffy.
search_charities
ChatGPTSearch Daffy's directory of over 1.5 million US charities (501(c)(3) nonprofits) by name or keyword. Returns matching charities with their EIN (tax ID), name, location, website, and cause categories. Use the returned ein with get_charity or make_donation. Results are paginated; meta.last is the final page number.
