get_account_balances
ChatGPTReturn stored current and available balances for accessible accounts, ordered by current balance descending. Returns 25 accounts by default, up to 100, without pagination; optionally filter by accountId. Currency-grouped totals cover only the returned accounts, not necessarily the entire workspace.
get_cash_flow_summary
ChatGPTSummarize the latest 100 matching accessible non-ignored transactions over a date range into inflow, outflow, and net cash flow. This subset is not paginated and can include pending transactions and transfers; amounts are summed without currency conversion. Use paginated list_transactions for complete coverage and currency-aware analysis.
get_data_freshness
ChatGPTReturn stored refresh timestamps for up to 100 accessible accounts and 100 source connections; does not trigger a sync. Results are not paginated. Compare individual connection timestamps: newestConnectionSyncAt is the sync time of the most recently updated returned connection, not necessarily the latest sync.
get_investment_performance
ChatGPTEstimate unrealized gain and loss for up to 100 accessible holdings with non-null cost basis, ordered by market value descending. Holdings missing cost basis are excluded; results are not paginated and are not total or time-weighted returns. Values are not currency-converted: compare market value and cost basis only when their currencies match, and do not combine different currencies into one total.
get_monthly_cash_flow_breakdown
ChatGPTSummarize a calendar month (YYYY-MM) of accessible posted cash-flow transactions into income, expenses, transfers, categories, and account rollups. Uses eligible cash, credit, and depository accounts; excludes ignored, pending, and removed transactions. Supports account and entity filters. Currency codes are listed but amounts are not converted; do not interpret mixed-currency sums as a single-currency total.
get_net_worth_history
ChatGPTReturn historical net worth snapshots with ownership-adjusted per-account assets, debts, and net worth for a date range. Defaults to the most recent 365 days and accepts at most 3660 days; missing snapshots are not filled. Currency codes are listed but values are not converted; do not interpret mixed-currency sums as a single-currency total.
get_net_worth_summary
ChatGPTSum stored current balances by currency for up to 100 accessible accounts included in net worth, ordered by current balance descending. This is a bounded balance summary without pagination, liability-sign normalization, or ownership adjustment; do not assume it is a complete net-worth calculation.
get_portfolio_allocation
ChatGPTSummarize up to 100 accessible holdings with the highest stored market values by asset type, sector, and largest positions. Totals and weights cover only this subset, without pagination or currency conversion; do not treat mixed-currency values as a single-currency portfolio total.
get_spending_by_category
ChatGPTGroup outflows from the latest 100 matching accessible non-ignored transactions by category over a date range. The 100-row cap applies before selecting outflows; results are not paginated and can include pending transactions and transfers. Amounts are not currency-converted; use paginated list_transactions for complete coverage and currency-aware analysis.
get_transaction_summary
ChatGPTSummarize counts, pending status, and amounts for the latest 100 matching accessible non-ignored transactions over a date range. Counts and totals cover only this subset, without pagination or currency conversion; use paginated list_transactions for complete coverage and currency-aware analysis.
list_accounts
ChatGPTList paginated financial accounts available to this MCP connection, including source, status, and balances. Returns 25 accounts by default, up to 100 per page, with account identifiers, masks, and sync metadata. Pass meta.pagination.nextCursor as cursor to fetch the next page.
list_holdings
ChatGPTList bounded investment holdings available to this MCP connection, ordered by market value descending. Returns 25 holdings by default, up to 100, without pagination; supports account, ticker, and cash-equivalent filters. Includes account and security identifiers, values, currency codes, and available cost basis.
list_organizations
ChatGPTReturn the TableWealth organization connected to this read-only MCP session.
list_transactions
ChatGPTList paginated accessible normalized transactions by optional category, account, pending status, and date range. Returns 25 rows by default, up to 100 per page, including descriptions, notes, record identifiers, and entity metadata. Pass meta.pagination.nextCursor as cursor to fetch the next page.
search_transactions
ChatGPTSearch paginated accessible transactions by optional text, category, account, pending status, and date range. Text searches words in transaction names, merchant names, original descriptions, and notes. Use the category filter for category names such as Groceries. Returns 25 rows by default, up to 100 per page, including notes, record identifiers, and entity metadata. Pass meta.pagination.nextCursor as cursor to fetch the next page.
