driggsby.com

Archive one existing custom asset or liability by reference.

Create a new custom asset or liability that should count toward the user's net worth.

Send a Driggsby-rendered email to the authenticated account owner's verified address.

Create a downloadable CSV file of cash transactions for a required date window, then return a short-lived Driggsby download URL.

Summarize the user's overall financial state in an agent-first format.

List the user's active linked accounts with stable opaque refs and account balance context.

List the user's assets and liabilities in one normalized balance-sheet view.

List the user's current investment positions.

List linked debts with positive current_balance values, along with consumer-readable balances, payment fields, due dates, `account_type`, and `account_subtype`.

List Plaid-inferred recurring inflow and outflow streams, including predicted next dates and typical amounts.

Read-only analytical escape hatch for cash spending and income questions that do not map cleanly to the dedicated tools.

Read-only analytical escape hatch for investment-history questions that do not map cleanly to the dedicated tools.

Search depository and credit-account transaction history by text, merchant, date range, amount, account, best-available Driggsby category, semantic cashflow bucket, and spend-inclusion filters.

Search investment history and portfolio events using Plaid investment transaction type and subtype semantics.

Update one existing custom asset or liability by reference.