Agent tools reference

All tools exposed to Finn’s AI agents (FastAPI backend) and how they map to docs.

Use this page to see what’s implemented vs. documented and to decide which skills to document next.

Overview

Finn’s backend uses agents that expose tools (functions the AI can call). Each agent covers a skill area (e.g. transactions, goals, rules). This page lists every tool by agent and notes whether there is a dedicated Skills doc for it.

Tools by agent

Orchestrator

Tool	Purpose	Doc
`submit_feedback_or_bug_report`	Send user feedback to Slack	Feedback

Onboarding agent

Tool	Purpose	Doc
`set_sender_name`	Save user/household name	Getting started (flow only)
`set_sender_email`	Save email for household	Getting started (flow only)
`create_connect_link`	Generate bank connection link	Bank connections
`setup_alert_preferences`	Create default alert rules during onboarding	Rules engine

Bank account agent

Tool	Purpose	Doc
`get_account_balances`	Get balances for connected accounts	Bank connections
`generate_connect_link`	Generate link to connect more accounts	Bank connections
`get_credit_utilization`	Get credit utilization across cards	Bank connections

Rules agent

Tool	Purpose	Doc
`create_alert_rule`	Create transaction_amount, account_balance, or income_arrived rule	Rules engine
`create_merchant_alert`	Create merchant-specific alert	Rules engine
`list_alert_rules`	List active rules	Rules engine
`update_alert_rule`	Update threshold or active state	Rules engine
`delete_alert_rule`	Delete (disable) a rule	Rules engine

Goal agent

Tool	Purpose	Doc
`save_onboarding_goals`	Save goals from onboarding	Goals
`list_goal_categories`	List goal categories	Goals
`list_goal_sub_categories`	List sub-categories for a category	Goals
`create_savings_goal`	Create a savings goal	Goals
`get_goal_progress`	Get progress for a goal	Goals
`adjust_goal_manually`	Manually adjust goal progress	Goals
`transfer_between_goals`	Transfer allocation between goals	Goals
`cancel_goal`	Cancel a goal	Goals
`update_goal_target`	Update goal target amount	Goals
`get_pending_allocation`	Get pending allocation	Goals
`confirm_pending_allocation`	Confirm pending allocation	Goals
`reject_pending_allocation`	Reject pending allocation	Goals
`apply_custom_allocation`	Apply custom allocation	Goals

Transactions agent

Tool	Purpose	Doc
`reclassify_transactions`	Reclassify transactions	Intents (mentioned)
`create_categorization_rule`	Create auto-categorization rule	—
`list_categorization_rules`	List categorization rules	—
`delete_categorization_rule`	Delete a rule	—
`export_transactions`	Export transactions	—
`fetch_transactions_time_range`	Get transactions in a time range	Intents
`fetch_available_categories`	List categories	Intents
`fetch_transactions_grouped_by_category`	Spending by category	Intents
`fetch_transactions_grouped_by_merchant`	Spending by merchant	Intents
`fetch_transactions_by_value`	Filter by amount	Intents
`fetch_transactions_grouped_by_time_period`	Group by period	Intents

Visualization agent

Tool	Purpose	Doc
`render_bar_chart_image`	Generate bar chart	Intents (Graphing)
`render_line_chart_image`	Generate line chart	Intents (Graphing)
`render_pie_chart_image`	Generate pie chart	Intents (Graphing)

Budget agent

Tool	Purpose	Doc
`set_budget`	Set a budget for a category	Budgets
`update_budget`	Update existing budget	Budgets
`delete_budget`	Delete a budget	Budgets
`get_budget_status`	Get budget status / progress	Budgets
`list_available_budget_categories`	List categories for budgeting	Budgets

Spending limit agent

Tool	Purpose	Doc
`monthly_spending_status`	Get monthly spending vs limit	Spending limits
`set_spending_limit`	Set a spending limit	Spending limits
`get_spending_limit`	Get current limit	Spending limits
`update_spending_limit`	Update limit	Spending limits

Income agent

Tool	Purpose	Doc
`fetch_income`	Get income summary	Income
`fetch_income_over_time_range`	Income over time	Income
`fetch_income_by_value`	Filter income by amount	Income
`fetch_expected_income`	Expected income	Income

Subscription agent

Tool	Purpose	Doc
`fetch_recurring_transactions`	Get recurring/subscription transactions	Subscriptions

Returns agent

Tool	Purpose	Doc
`get_potential_returns`	Get potential refunds/returns	Returns & refunds

Account management agent

Tool	Purpose	Doc
`update_user_name`	Update user display name	Account & profile
`update_account_email`	Update account email	Account & profile

Payment management agent

Tool	Purpose	Doc
`generate_payment_portal_link`	Generate payment/billing portal link	No dedicated doc

Docs coverage

Skill area	Dedicated doc	Notes
Communication (text/iMessage)	✅ Communication
Bank connections	✅ Bank connections
Rules / alerts	✅ Rules engine
Goals	✅ Goals
Intents (conversation, transactions, graphing, cashflow)	✅ Intents	Covers many transaction/visualization tools at a high level
Budgets	✅ Budgets
Spending limits	✅ Spending limits
Income	✅ Income
Subscriptions / recurring	✅ Subscriptions
Returns / refunds	✅ Returns & refunds
Account management	✅ Account & profile
Payment / billing	❌	Payment portal link — no dedicated doc yet
Feedback	✅ Feedback

Still to document (optional)

Payment / billing — If you expose the payment portal to users, add a Payments or Billing skill page and link it from the Skills overview.