One demo prompt per tool. Paste any of them into a fresh agent session to see what the tool can do.
Six prompt patterns that turn vague questions into tight answers.
La respuesta honesta no es un producto. Es un stack: elige un agente que ya uses, dale acceso de lectura a tu banco y haz preguntas sobre tu dinero en lenguaje natural.
The most common error in agent-generated spending summaries is counting both the card swipes and the checking payment that covers them. One sentence of prompt fixes it.
Bank data labels a rent payment to your landlord the same way it labels moving money to savings: a transfer. Here's how to teach your agent which transfers count as real spending.
Los comercios cambian los descriptores de cobro todo el tiempo, así que una sola suscripción puede aparecer como dos o tres comercios diferentes en tu historial de transacciones. Aquí tienes la receta de tres señales para detectar un cambio con un agente.
La luz se duplica en verano, el gas se triplica en invierno. Este es el patrón de prompt de 12 meses que evita que tu agente anualice una mentira.
All 29 AI apps that can connect to a remote MCP server in 2026, in one list: auth method, config file, and a setup guide for each. Nobody else maintains this well, so we do.
Track monthly rent, confirm it posted, spot unexpected fees. Two prompts to start.
Monthly grocery spend, across every store, split between in-person and delivery.
Every recurring charge, ranked by cost. Find the ones you forgot about.
Income minus expenses, top income sources, top expense categories, net number.
What percent of your take-home pay is staying in accounts instead of being spent.
Overdrafts, ATM fees, interest charges, foreign transaction fees, monthly maintenance.
Direct deposits from employers, pay cadence, YTD gross, any unexpected changes.
For LLC owners and freelancers: estimated tax math, when to send, how much.
What percent of your portfolio is in each position, sector, or asset class.
Dividend income received, which positions pay, YTD dividend yield.
Monthly fuel spend, across every gas station, to track commuting costs.
Every Amazon charge, across Prime, Whole Foods, digital purchases, AWS.
The classic latte-math question, now answered with real data.
Dining-out spend, split from groceries, across in-person and delivery.
Rideshare spending, across Uber + Lyft + taxis, monthly trend.