Jelli

Applies a change the user agreed to, by the change_id a preview_* tool returned, as one all-or-nothing write. Pass the preview's summary back as summary. skip_ids leaves out transactions the user excluded. Call it only after the user agreed to that preview in this conversation.

apply_change

Merchants charged in at least three different months at a steady amount: subscriptions and bills, with their typical amount and last date.

find_recurring_charges

Average spending by category and the top merchants over the last N months (1–24).

get_budget_analysis

The user's JelliBEANS balance, lifetime earned, achievements and the last reward events.

get_rewards_summary

Monthly totals for the last N months (1–12), or one jar's budget, spent and funded per month.

get_spending_trends

Each bank linked to Jelli: its status, last successful sync, whether it needs reconnecting in the Jelli app, and its accounts with balances. Read-only: banks are linked, reconnected or removed only in the app.

list_bank_connections

The user's Jelli jars (virtual budget envelopes), each with its balance (settled entries plus the jar picks on pending transactions, the latter also as pending_balance), monthly budget, lid, goal and type. Jars hold budgeted money, not bank money.

list_jars

Live transactions, newest first (transfers excluded): id, date, merchant, signed amount (expense negative), status, category, pending and, when unassigned, suggested_jar_id. A pending row (pending: true) is not settled yet: its amount may still change or the row vanish; it can be sorted, and one already sorted has status picked (applied when it settles; never propose it again). Filters: status, direction, merchant, jar_id, since/until, amounts. Paged with cursor.

list_transactions

Drafts putting up to 50 transactions into jars (transaction_id → jar_id each). Returns a change_id, a summary and the items. Nothing changes until the user agrees and apply_change runs with that change_id.

preview_assign_transactions

Drafts a new jar (name; optional monthly budget, target size, goal, type regular or savings, description). Returns a change_id, a summary and the items. Nothing changes until the user agrees and apply_change runs with that change_id.

preview_create_jar