Intuit Credit Karma

This tool should only be able to be called by the Widget Resource, and should not be called by the Agent

client_only_tool

Get spending summary by category for a date range. Use this tool when the user asks about overall spending, spending trends, budgeting questions, where their money went, or spending by category over time.

get_spending_overview

Returns personalized credit card offers for the user. Use this tool when the user wants to find credit cards matching their needs or preferences. Before calling this tool, encourage the user to specify their preferences such as: rewards type (cash back, points, or miles), building credit (secured cards), no annual fee, travel benefits, low interest rates, or other specific features. Just ask for these filters at a high level, don't detail all options explicitly.

get_credit_card_recommendations

Returns the user's current credit score factors with relative importance and the user's rating for each. It also displays the user's current credit score range. Use this when the user asks what they can do to improve their credit score or what is impacting their score. It can also help if the user asks about their credit score.

get_credit_factors

Fetch personalized personal loan offers from vetted lenders via Credit Karma. Use this when the user intends to get a personal loan for a specific purpose (not just learning about loans). If you cannot infer the loan purpose from the conversation, then ask the user to provide it. Before calling the tool, ensure that the user provided the loan amount and their annual income.

get_personal_loan_recommendations