Technical reference
Complete tool catalog
94 tools grouped in 15 permission domains. Each domain is a checkbox on the token creation form — you decide what each token can do.
💰 Finance
Accounts
accounts
Bank and international accounts with BRL/USD balances.
list_accounts
read
Lists all your accounts with balance and currency; filterable by type and currency.
get_account
read
Fetches a specific account by ID.
create_account
create
Creates a new account with name, type, currency, balance, and color.
update_account
update
Updates name, balance, type, currency, or color of an existing account.
Expenses
expenses
One-time, fixed recurring, and variable expenses.
list_expenses
read
Lists expenses; filters by category, type, or date range.
get_expense
read
Full details of an expense.
create_expense
create
Records a new expense with description, amount, date, category, and account.
update_expense
update
Edits any field of an existing expense.
Debts + Payments
debts
Debts, interest, installments, and payments made.
list_debts
read
Lists your debts; filters by status, type, and currency.
get_debt
read
Debt data including interest, term, and payments made.
create_debt
create
Records a new debt with all financial parameters.
update_debt
update
Updates balance, interest, status, or paid installments.
list_debt_payments
read
Lists all payments, filterable by debt.
get_debt_payment
read
Details of a specific payment.
create_debt_payment
create
Records a payment (amount, date, principal, interest, fee).
update_debt_payment
update
Adjusts values on an existing payment.
Investments
investments
Stocks, fixed income, crypto, and any quoted asset.
list_investments
read
Lists investments with quantity and current price; filters by type, status, and currency.
get_investment
read
Full details, including price history and dividends.
create_investment
create
Creates a new investment with ticker, quantity, average price, and current price.
update_investment
update
Updates quantity, quote, institution, and other fields.
Goals
goals
Financial and life goals with automatic tracking.
list_goals
read
Lists goals with calculated progress; filters by status, type, and tracking mode.
get_goal
read
Goal details including percentage progress.
create_goal
create
Creates a goal with target value, deadline, tracking mode (manual or automatic).
update_goal
update
Updates manual progress, deadline, or status.
🌱 Life
Habits + Completions
habits
Daily habit tracking with streaks.
list_habits
read
Lists active habits with current streak and best streak.
get_habit
read
Full data for a habit.
create_habit
create
Creates a new habit with frequency, tracking type, and target value.
update_habit
update
Edits name, frequency, status, or reminder.
list_habit_completions
read
Completion history for a habit; optional date range.
get_habit_completion
read
Details of a specific completion.
create_habit_completion
create
Marks the habit as done on a date (optional value for numeric tracking).
update_habit_completion
update
Updates value, note, or status of a completion.
Sports + Workouts
sports
Sport modalities and activity logs.
list_sports
read
Lists registered modalities (gym, running, cycling, etc.).
get_sport
read
Details of a modality.
create_sport
create
Registers a new sport modality.
update_sport
update
Updates name, type, icon, or color.
list_sport_logs
read
Lists workouts/activities; filters by modality, type, and dates.
get_sport_log
read
Workout details (duration, intensity, notes).
create_sport_log
create
Records a new workout with duration and intensity.
update_sport_log
update
Updates any field on the workout.
Birthdays
birthdays
Birthdays, dates, and recurring events.
list_birthdays
read
List ordered by date; filters by type (birthday, special date, holiday).
get_birthday
read
Details of a birthday.
create_birthday
create
Adds with name, date, type, and days-before reminder.
update_birthday
update
Updates date, name, or reminder settings.
Shopping Lists
market_lists
Grocery/shopping lists with checkable items.
list_market_lists
read
All your lists; filters by type.
get_market_list
read
Details of a list.
create_market_list
create
Creates a new list with name and type.
update_market_list
update
Renames or changes the type.
list_market_list_items
read
Items in a list; filters by checked/unchecked.
get_market_list_item
read
Details of an item.
create_market_list_item
create
Adds an item with name, category, and quantity.
update_market_list_item
update
Toggles check, updates quantity or category.
Notes
notes
Rich-text notes (ActionText), pinning, and color.
list_notes
read
Lists notes; filters by archived, pinned, or type.
get_note
read
Full note content as plain text.
create_note
create
Creates a note with title and plain-text content.
update_note
update
Edits title, content, color, pinning, or archiving.
Countdowns
countdowns
Countdowns to important dates.
list_countdowns
read
Ordered by target date; filters by status.
get_countdown
read
Countdown details.
create_countdown
create
Creates with name, target date, description, and recurrence.
update_countdown
update
Updates date, status, or description.
Construction + Phases + Expenses
construction
Construction/renovation projects with phases and expenses.
list_construction_projects
read
Lists projects; filters by status and type.
get_construction_project
read
Project details including budget.
create_construction_project
create
Creates a project with budget, area, planned dates.
update_construction_project
update
Updates status, actual dates, budget.
list_construction_phases
read
Phases of a project (must be filtered by project).
get_construction_phase
read
Phase details.
create_construction_phase
create
Adds a phase with planned budget and dates.
update_construction_phase
update
Updates status, completion percentage, dates.
list_construction_expenses
read
Project expenses; filters by phase, category, or status.
get_construction_expense
read
Expense details.
create_construction_expense
create
Records a construction expense (material, labor, etc.).
update_construction_expense
update
Updates amount, category, payment status.
Board + Kanban Cards
todos
Personal kanban boards with columns, workflow roles, and cards.
list_todo_boards
read
Lists all boards and their todo/in-progress/done column mappings.
get_todo_board
read
Returns columns, labels, and workflow roles for a selected board.
update_todo_board
update
Reorganizes columns, labels, names, and workflow roles.
list_todo_cards
read
Cards; filters by board, workflow role, column, priority, or archived.
get_todo_card
read
Card details including checklist and labels.
create_todo_card
create
Creates a card on a board by column ID or workflow role.
update_todo_card
update
Moves between boards, columns, and workflow roles; changes priority, deadline, archiving.
🏆 Gamification read only
Profile, XP, and Achievements
gamification
Read-only access to gamified progress.
get_gamification_profile
read
Total XP, level, and XP per category (finance, sports, habits, tools).
list_xp_transactions
read
XP transaction history; filters by category.
get_xp_transaction
read
Details of a specific transaction.
list_user_achievements
read
Unlocked achievements with date.
get_user_achievement
read
Achievement details (rarity, category, description).
list_challenges
read
User challenges; filters by active ones.
get_challenge
read
Challenge details and requirements.
list_challenge_participations
read
Participations; filters by status (active/completed/failed).
get_challenge_participation
read
Progress on a specific challenge.
📊 Analytics read only
Dashboards and projections
analytics
Same data the platform uses — chart-ready.
get_finance_dashboard
read
KPIs, net-worth history, breakdown by institution, 12-month projection, account cards. Accepts a reference date.
get_analytics_summary
read
Future projection, monthly growth (record and month-over-month), net-worth heatmap, and current net value.
get_gamification_stats
read
XP per category (12 months), XP per month, total achievements, active/completed challenges.