---
title: "Ask your agent about monthly cashflow"
slug: ask-your-agent-about-cashflow
url: https://bankbridge.money/guides/ask-your-agent-about-cashflow
category: tip
published: 2026-04-23
updated: 2026-04-23
---
# Ask your agent about monthly cashflow

> get_monthly_cashflow is the dedicated tool. It returns income, expenses, net, top 3 income sources, and top 3 expense categories in a single call. Ask for a specific month (YYYY-MM) or just 'this month' and the agent picks.

Ask Your Agent About Cashflow | BankBridge | BankBridge 

[Tip](/guides/tips)

# Ask your agent about monthly cashflow

Updated Apr 23, 2026·2 min read

get\_monthly\_cashflow is the dedicated tool. It returns income, expenses, net, top 3 income sources, and top 3 expense categories in a single call. Ask for a specific month (YYYY-MM) or just 'this month' and the agent picks.

## How the agent answers this

Your agent calls `get_monthly_cashflow`.

Returns cents-level precision; the agent converts to dollars for you. Top lists are top-3 by default.

## Variant prompts

-   > “Cashflow for March. What were my top 3 expense categories?”
    
-   > “Compare my cashflow this month to last month.”
    
-   > “Am I net-positive year-to-date?”
    

## Setup

Sign in at [bankbridge.money](/login), connect your bank, paste the pre-filled snippet into your agent of choice (see [setup guide](/guides/how-to-connect-your-bank-to-claude)), then ask one of the prompts above.