Billbo

Create one workspace subcategory under a system category or eligible workspace parent, subject to plan limits.

create_subcategory

Create one tag in the active workspace for organizing transactions.

create_tag

Set the budget for one category in one reference month. Defaults to the current month and replaces an existing value; amount=0 removes the month-specific budget.

set_budget

Undo a split, delete its local allocation parts, and return reporting to the original transaction. This discards edits made to the parts; it does not delete the original bank movement. Requires organizing access.

undo_transaction_split

Details currently stored for one workspace transaction, including its provider transaction timestamp in UTC with an explicit offset and separate accounting reference_month (YYYY-MM), descriptions, amount, installment position, instrument identity, counterparty, category, workspace notes and tags (ID and label), ignored state and split role and parent identifier when applicable.

get_transaction

Allocate an existing expense or income into 2–50 named parts. Each amount is a positive BRL decimal string with cents; parts must sum to the full original amount. Each part may have a category_id. The original remains for provenance, while reports count the parts exactly once. Requires organizing access.

split_transaction

Replace all parts of an existing active split. Include each part to keep, with its ID, description and positive BRL amount; omit a part to remove it or omit an ID to add a new part. The complete set must still sum to the original amount. Requires organizing access.

edit_transaction_split

Delete one workspace subcategory. Optionally move assigned transactions to its parent; otherwise they become uncategorized. Categories with children cannot be deleted.

delete_subcategory

Delete one workspace tag and detach it from transactions; shared tag contributions are stopped.

delete_tag

Where the money went in a period, largest first, with the budget for each category when one is set, its share of spending and an over-budget indicator.

get_category_breakdown

Canonical investment positions in this connection's pinned workspace, stored from Open Finance or added manually, including currency, freshness and whether the position belongs to the current portfolio. Personal-only positions are outside this tool's workspace scope. This never fetches market prices.

list_investments

List one bounded page of editable workspace subcategories with parent IDs and effective types.

list_subcategories

List one bounded page of tags in the active workspace, ordered by label and ID.

list_tags

Transactions in a period, newest first. date_basis defaults to reference (accounting reference month stored as month day 1). For purchases/movements today or yesterday, use date_basis=transaction and ISO from_date/to_date based on the current calendar day in America/Sao_Paulo. transaction_datetime is an ISO provider timestamp in UTC with an explicit offset; transaction_date is its UTC day. Convert the timestamp for local display. filter_timezone identifies the calendar used for from_date/to_date. Each row separates transaction_date and transaction_datetime from reference_month (YYYY-MM); legacy date is the accounting reference in DD/MM/YYYY. period accepts this_month, last_month, last_30d, last_90d or ytd. Use this instead of computing dates: it is resolved in the user's own calendar, so month boundaries are always right. Returns one bounded page rather than aggregate totals. When has_more is true, call again with next_offset and the same filters. Projected future installments are not included. Each row includes stored installment, instrument identity and counterparty fields when available. Each row also includes workspace notes and tags (ID and label). Split originals and parts carry composition metadata; count only rows marked included_in_totals, never sum both original and parts.

list_transactions

Add one existing workspace tag to up to 200 transactions without removing tags already attached to them. Repeating the same request does not add duplicates. Call with preview=true before proposing changes to inspect every affected real group member without writing. Show all of them, including any outside the period, and get explicit approval. Apply only the complete approved ID list; partial groups and projections are refused.

tag_transactions

Budget versus actual for a reference month, plus expected versus received revenue. Defaults to the current calendar month.

get_budgets

Current known net worth. Defaults to personal ('Meu patrimônio'), the same snapshot as the product's personal view, using only the authenticated user's verified own connections. Use scope='workspace' for 'Patrimônio do espaço' in this connection's pinned workspace. The response identifies the scope; the two views can have different portfolios and totals. Uses persisted account balances, canonical investment positions and explicit liabilities. It separates currencies, reports incomplete data and never reconstructs balances from transactions.

get_net_worth

Recurring charges detected from history — subscriptions, rent, and bills — with amount, cadence and next expected date when known.

list_recurrences

Change the label of one tag in the active workspace.

update_tag

Totals for a period with a comparison against the period before it, selected by accounting reference month, not purchase day. Includes expenses, revenue, net balance and transaction count. period accepts this_month, last_month, last_30d, last_90d or ytd. Use this instead of computing dates: it is resolved in the user's own calendar, so month boundaries are always right.

get_spending_summary

Replace the workspace notes on one existing transaction with the supplied text (up to 10,000 characters). Use null or an empty string to clear them. Requires organizing access. Records the change in transaction history and preserves categories, tags and other fields.

set_transaction_notes

Uncategorized transactions together with a suggested category ID, category name and confidence for each item. Suggestions do not change any transaction.

find_uncategorized