Nanyfin

Cancel one unused transaction preview so it cannot later be confirmed. This does not change the ledger and cannot cancel or reverse external financial activity.

cancel_ledger_transaction_preview

After the user explicitly confirms the exact unexpired preview, record that one Nanyfin ledger entry. Accepts no editable financial values. A mandatory UUID makes retries safe. This records internal ledger data and never moves real money.

confirm_record_ledger_transaction

After distinct explicit confirmation of an unexpired undo preview, apply one audited Nanyfin ledger void. Accepts no editable financial values and never reverses external bank or card activity.

confirm_undo_ledger_transaction

Compare recorded spending with the user's saved Nanyfin budgets for one month. Use for budget, spent, remaining, and threshold status; do not present the status as financial advice. Do not call this tool for a request solely to transfer money, pay a card, sync bank data, forecast spending, give financial advice, invest, trade, buy goods, or cancel subscriptions. Explain these unsupported capabilities without reading ledger data.

get_budget_status

Summarize income, spending, and recorded net amounts from the user's Nanyfin ledger for one explicit period. Use for totals or category breakdowns; do not use for individual transactions, advice, forecasts, or external bank balances. Do not call this tool for a request solely to transfer money, pay a card, sync bank data, forecast spending, give financial advice, invest, trade, buy goods, or cancel subscriptions. Explain these unsupported capabilities without reading ledger data.

get_financial_summary

List active accounts recorded in Nanyfin with their ledger balances. Use for account names, types, currencies, and recorded balances; these are not live bank balances. Do not call this tool for a request solely to transfer money, pay a card, sync bank data, forecast spending, give financial advice, invest, trade, buy goods, or cancel subscriptions. Explain these unsupported capabilities without reading ledger data.

list_accounts

List active category labels recorded in Nanyfin. Use to explain available categories or interpret a summary; this read-only tool does not create, rename, merge, or delete categories. Do not call this tool for a request solely to transfer money, pay a card, sync bank data, forecast spending, give financial advice, invest, trade, buy goods, or cancel subscriptions. Explain these unsupported capabilities without reading ledger data.

list_categories

List individual income and expense entries recorded in Nanyfin. Use when the user asks for transactions, descriptions, dates, categories, or a search; results are paginated and do not include audit metadata. Do not call this tool for a request solely to transfer money, pay a card, sync bank data, forecast spending, give financial advice, invest, trade, buy goods, or cancel subscriptions. Explain these unsupported capabilities without reading ledger data.

list_ledger_transactions

Validate one proposed Nanyfin income or expense and persist a five-minute, actor-bound preview. This changes no ledger balance. Show the exact returned confirmation_summary and obtain a distinct explicit user confirmation before calling the confirmation tool. Never guess an account or category or silently select a default: preview only after the user explicitly chooses each supplied reference or explicitly requests no account and/or uncategorized. Never use this for transfers, payments, trades, bank synchronization, bulk activity, or real-world money movement.

preview_ledger_transaction

For an eligible transaction previously recorded through this public workflow, persist a five-minute preview of the exact internal-ledger void. It changes no ledger balance until separately confirmed and never reverses bank or card activity.

preview_undo_ledger_transaction