get_available_budget
ChatGPTRead Granite daily available budget values for today, week, and month. If hypothetical_spend_amount is provided, this also requires simulate:run.
Overview
Granite helps users review available budget, recent transactions, category spend, spend velocity, recurring forecasts, purchase impact scenarios, and monthly financial insights through ChatGPT when those capabilities are available for the connected account. The app supports privacy-safe onboarding before personal data access and renders structured finance results as compact widgets.
Tools
get_granite_demo_insights
ChatGPTReturn a privacy-safe Granite capability overview without reading personal financial data. Use this whenever the user asks what Granite can do without personal data or needs onboarding before granting transactions:read or insights:read.
get_guided_insight
ChatGPTRun one of Granite guided AI insight prompts using deterministic transaction and budget data and render it directly. Use for the Spending, Budget, and Optimize insight buckets in Granite. Early-window results include one cold-start status and may still contain a directional comparison; do not repeat the cold-start message in prose.
get_monthly_insights
ChatGPTRead fresh monthly insights using stored reporting-currency amounts and render results directly. Check reporting completeness: missing conversions produce partial totals. Use get_spend_velocity only for comparable periods with complete conversion coverage.
get_recurring_forecast
ChatGPTRead projected recurring bills, subscriptions, and scheduled inflows over the next 1 to 31 days. Use this when the user asks what bills are coming up or wants short-term cash-flow liabilities. This result can render directly in the guided insight widget.
get_spend_velocity
ChatGPTUse this when the user asks if they are spending faster or slower than this time last month, including during the first week of a month. Compares matching month-to-date windows and explicitly labels early results as directional.
get_transactions
ChatGPTRead transactions from Granite v1 and render the result directly. Supports pagination and optional compact aggregation via group_by.
get_transactions_summary
ChatGPTRead spending, income, savings/investments, transfers, and categories using Granite Insights classifications and stored reporting-currency amounts. Date windows must be at most 366 days. Check reporting completeness before interpreting totals.
simulate_purchase_impact
ChatGPTUse this when the user asks whether a possible purchase fits their Granite budget, how a purchase changes runway, or what happens if they spend a specific amount today. The amount is interpreted in the connected Granite account's reporting currency; if the user explicitly supplies a different currency, do not convert it silently.
Capabilities
Interactive
Example Prompts
Click any prompt to copy it.
