gradeNot graded
describe_dataAnswer
Confirms that Privta is ready to run private financial SQL summaries in the browser. It does not return account or transaction data.
View tool JSON
{
"name": "describe_data",
"kind": "answer",
"impl": "imperative",
"description": "Confirms that Privta is ready to run private financial SQL summaries in the browser. It does not return account or transaction data.",
"inputSchema": {
"type": "object",
"properties": {},
"required": [],
"additionalProperties": false
}
}show_latest_expenseAction
Runs a local DuckDB SQL query for the latest expense, renders it in the Privta document, and returns the transaction summary.
View tool JSON
{
"name": "show_latest_expense",
"kind": "act",
"impl": "imperative",
"description": "Runs a local DuckDB SQL query for the latest expense, renders it in the Privta document, and returns the transaction summary.",
"inputSchema": {
"type": "object",
"properties": {},
"required": [],
"additionalProperties": false
}
}show_smallest_expenseAction
Runs fixed local SQL for the historical debit with the smallest absolute amount. Expenses are debits, including transfers; it renders and returns the result.
View tool JSON
{
"name": "show_smallest_expense",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL for the historical debit with the smallest absolute amount. Expenses are debits, including transfers; it renders and returns the result.",
"inputSchema": {
"type": "object",
"properties": {},
"required": [],
"additionalProperties": false
}
}show_largest_expenseAction
Runs fixed local SQL for the historical debit with the largest absolute amount. Expenses are debits, including transfers; it renders and returns the result.
View tool JSON
{
"name": "show_largest_expense",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL for the historical debit with the largest absolute amount. Expenses are debits, including transfers; it renders and returns the result.",
"inputSchema": {
"type": "object",
"properties": {},
"required": [],
"additionalProperties": false
}
}search_transactionsAnswer
Runs fixed local SQL to find the newest matching transactions by date, category, merchant text, or absolute amount. It returns at most 50 rows and renders the matching summary.
View tool JSON
{
"name": "search_transactions",
"kind": "answer",
"impl": "imperative",
"description": "Runs fixed local SQL to find the newest matching transactions by date, category, merchant text, or absolute amount. It returns at most 50 rows and renders the matching summary.",
"inputSchema": {
"type": "object",
"properties": {
"from": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"categories": {
"type": "array",
"items": {
"type": "string"
}
},
"merchant_contains": {
"type": "string",
"maxLength": 120
},
"min_amount": {
"type": "number",
"minimum": 0
},
"max_amount": {
"type": "number",
"minimum": 0
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 50
}
},
"required": [],
"additionalProperties": false
}
}show_spending_by_monthAction
Runs fixed local SQL to group debit spending by month, ending on the newest available transaction date.
View tool JSON
{
"name": "show_spending_by_month",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL to group debit spending by month, ending on the newest available transaction date.",
"inputSchema": {
"type": "object",
"properties": {
"months": {
"type": "integer",
"enum": [
3,
6,
12,
18
],
"description": "Number of latest calendar months to include."
}
},
"required": [],
"additionalProperties": false
}
}compare_recent_spendingAction
Runs fixed local SQL to compare debit spending in the latest available 30 days with the preceding 30 days.
View tool JSON
{
"name": "compare_recent_spending",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL to compare debit spending in the latest available 30 days with the preceding 30 days.",
"inputSchema": {
"type": "object",
"properties": {},
"required": [],
"additionalProperties": false
}
}show_category_breakdownAction
Runs the fixed local spending summary grouped by category. Expenses are debit transactions, including transfers.
View tool JSON
{
"name": "show_category_breakdown",
"kind": "act",
"impl": "imperative",
"description": "Runs the fixed local spending summary grouped by category. Expenses are debit transactions, including transfers.",
"inputSchema": {
"type": "object",
"properties": {
"title": {
"type": "string",
"maxLength": 120
},
"period": {
"type": "string",
"enum": [
"last_7_days",
"last_30_days",
"all_available"
]
},
"from": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"recurring_only": {
"type": "boolean"
}
},
"required": [],
"additionalProperties": false
}
}show_recurring_transactionsAction
Runs fixed local SQL to group recurring debit transactions by merchant. It reports observed history and does not infer a future payment date.
View tool JSON
{
"name": "show_recurring_transactions",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL to group recurring debit transactions by merchant. It reports observed history and does not infer a future payment date.",
"inputSchema": {
"type": "object",
"properties": {},
"required": [],
"additionalProperties": false
}
}show_merchant_summaryAction
Runs fixed local SQL to group debit spending by merchant, optionally filtering merchant text or a date range.
View tool JSON
{
"name": "show_merchant_summary",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL to group debit spending by merchant, optionally filtering merchant text or a date range.",
"inputSchema": {
"type": "object",
"properties": {
"from": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"to": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"merchant_contains": {
"type": "string",
"maxLength": 120
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25
}
},
"required": [],
"additionalProperties": false
}
}show_account_balanceAction
Returns the current local balance for one or all Privta accounts and renders it in the document. It does not reconstruct a historical balance from transactions.
View tool JSON
{
"name": "show_account_balance",
"kind": "act",
"impl": "imperative",
"description": "Returns the current local balance for one or all Privta accounts and renders it in the document. It does not reconstruct a historical balance from transactions.",
"inputSchema": {
"type": "object",
"properties": {
"account_id": {
"type": "string",
"enum": [
"checking"
]
}
},
"required": [],
"additionalProperties": false
}
}show_unusual_expensesAction
Runs fixed local SQL to flag debit transactions at least two population standard deviations above the historical debit average. This is not a fraud decision.
View tool JSON
{
"name": "show_unusual_expenses",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL to flag debit transactions at least two population standard deviations above the historical debit average. This is not a fraud decision.",
"inputSchema": {
"type": "object",
"properties": {
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25
}
},
"required": [],
"additionalProperties": false
}
}show_transaction_by_recencyAction
Runs fixed local SQL for an ordinal transaction such as the tenth most recent transaction, renders it in the Privta document, and returns the transaction summary.
View tool JSON
{
"name": "show_transaction_by_recency",
"kind": "act",
"impl": "imperative",
"description": "Runs fixed local SQL for an ordinal transaction such as the tenth most recent transaction, renders it in the Privta document, and returns the transaction summary.",
"inputSchema": {
"type": "object",
"properties": {
"position": {
"type": "integer",
"minimum": 1,
"maximum": 100,
"description": "The requested 1-based position among all transactions, ordered newest first."
}
},
"required": [
"position"
],
"additionalProperties": false
}
}show_financial_summaryAction
Runs a local DuckDB SQL summary for spending, income, or cash flow, renders the result in the Privta document, and returns the summary. Use last_7_days for last week and last_30_days for last month.
View tool JSON
{
"name": "show_financial_summary",
"kind": "act",
"impl": "imperative",
"description": "Runs a local DuckDB SQL summary for spending, income, or cash flow, renders the result in the Privta document, and returns the summary. Use last_7_days for last week and last_30_days for last month.",
"inputSchema": {
"type": "object",
"properties": {
"title": {
"type": "string",
"maxLength": 120,
"description": "Optional concise user-facing title."
},
"metric": {
"type": "string",
"enum": [
"spending",
"income",
"net_cash_flow"
]
},
"period": {
"type": "string",
"enum": [
"last_7_days",
"last_30_days",
"all_available"
],
"description": "Use last_7_days for last week and last_30_days for last month."
},
"from": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Optional inclusive date in YYYY-MM-DD."
},
"to": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Optional inclusive date in YYYY-MM-DD."
},
"categories": {
"type": "array",
"items": {
"type": "string"
}
},
"merchant_contains": {
"type": "string"
},
"recurring_only": {
"type": "boolean"
}
},
"required": [
"metric"
],
"additionalProperties": false
}
}make_transferSensitive Action
Transfers USD from Privta checking to a saved contact. This changes fictional funds; ChatGPT Desktop must obtain user approval before this tool executes.
View tool JSON
{
"name": "make_transfer",
"kind": "transact",
"impl": "imperative",
"description": "Transfers USD from Privta checking to a saved contact. This changes fictional funds; ChatGPT Desktop must obtain user approval before this tool executes.",
"inputSchema": {
"type": "object",
"properties": {
"contact_id": {
"type": "string",
"enum": [
"emma",
"noah"
]
},
"amount": {
"type": "number",
"minimum": 0.01
},
"memo": {
"type": "string"
}
},
"required": [
"contact_id",
"amount",
"memo"
],
"additionalProperties": false
}
}pay_serviceSensitive Action
Pays a pending USD service bill from Privta checking. ChatGPT Desktop must obtain user approval before this tool executes.
View tool JSON
{
"name": "pay_service",
"kind": "transact",
"impl": "imperative",
"description": "Pays a pending USD service bill from Privta checking. ChatGPT Desktop must obtain user approval before this tool executes.",
"inputSchema": {
"type": "object",
"properties": {
"service_id": {
"type": "string"
},
"amount": {
"type": "number",
"minimum": 0.01
}
},
"required": [
"service_id"
],
"additionalProperties": false
}
}dispute_chargeAction
Starts a dispute for a transaction. ChatGPT Desktop must obtain user approval before this tool executes.
View tool JSON
{
"name": "dispute_charge",
"kind": "act",
"impl": "imperative",
"description": "Starts a dispute for a transaction. ChatGPT Desktop must obtain user approval before this tool executes.",
"inputSchema": {
"type": "object",
"properties": {
"transaction_id": {
"type": "string"
},
"reason": {
"type": "string"
},
"details": {
"type": "string"
}
},
"required": [
"transaction_id",
"reason"
],
"additionalProperties": false
}
}create_budget_ruleAction
Creates a monthly USD budget alert. ChatGPT Desktop must obtain user approval before this tool executes.
View tool JSON
{
"name": "create_budget_rule",
"kind": "act",
"impl": "imperative",
"description": "Creates a monthly USD budget alert. ChatGPT Desktop must obtain user approval before this tool executes.",
"inputSchema": {
"type": "object",
"properties": {
"category": {
"type": "string"
},
"monthly_limit": {
"type": "number",
"minimum": 0.01
},
"action": {
"type": "string",
"enum": [
"notify"
]
}
},
"required": [
"category",
"monthly_limit",
"action"
],
"additionalProperties": false
}
}