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👛 Wallets

Manage wallets, check balances, set default wallet, archive unused wallets.

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create_wallet

Safe

Create a new wallet to track money. Supports multiple currencies. The first wallet is automatically set as default.

Parameters

Parameter Type Description
name* string Wallet name (e.g., "Card", "Cash", "Savings")
currency? string Currency code (RUB, USD, EUR, GEL). Default: RUB
balance? number Initial balance. Default: 0
icon? string Icon name (wallet, credit-card, piggy-bank, etc.)
color? string Hex color code (#6366f1)

Examples

User "Create a Cash wallet"
AI Created wallet "Cash" (USD) with balance $0
User "Create a USD wallet with balance 500"
AI Created wallet "Dollar" (USD) with balance $500
User "Add Chase card with 50,000"
AI Created wallet "Chase" (USD) with balance $50,000

list_wallets

Safe

Show all wallets with their balances. Can include or exclude archived wallets.

Parameters

Parameter Type Description
include_archived? boolean Show archived wallets. Default: false

Examples

User "Show my wallets"
AI Your wallets:
• Main: $50,000 ⭐
• Cash: $5,000
• EUR Card: €200
User "List all wallets including archived"

get_balance

Safe

Get current balance of a specific wallet or total balance across all wallets.

Parameters

Parameter Type Description
wallet? string Wallet name. If omitted, shows total balance
currency? string Convert total to this currency

Examples

User "How much money on Chase card?"
AI Balance "Chase": $50,000
User "What's my total balance?"
AI Total balance: $75,000 (including €200 ≈ $220)
User "Total balance in euros"
AI Total balance: €680 (converted at $1.10/€)

set_default_wallet

Safe

Set a wallet as default. Default wallet is used when no wallet is specified in transactions.

Parameters

Parameter Type Description
wallet* string Name of wallet to set as default

Examples

User "Set Chase as default wallet"
AI "Chase" set as default wallet
User "Default wallet - Cash"

edit_wallet

Safe

Edit wallet properties: name, balance, icon, or color.

Parameters

Parameter Type Description
wallet* string Current wallet name
name? string New name
balance? number New balance (correction)
icon? string New icon
color? string New color

Examples

User "Rename wallet Card to Chase"
AI Wallet renamed: "Card" → "Chase"
User "Fix Cash balance to 3,000"
AI Balance "Cash" corrected: $5,000 → $3,000

archive_wallet

Safe

Archive a wallet to hide it from the main list. Archived wallets keep their history but can't be used for new transactions.

Parameters

Parameter Type Description
wallet* string Wallet name to archive

Examples

User "Archive wallet Old Card"
AI Wallet "Old Card" moved to archive

delete_wallet

Requires Confirmation

Permanently delete a wallet and all its transaction history. This action cannot be undone after confirmation.

⚠️
Destructive Action This will permanently delete the wallet and ALL associated transactions. Consider archiving instead.

Parameters

Parameter Type Description
wallet* string Wallet name to delete

Examples

User "Delete wallet Test"
AI Delete wallet "Test" (balance: $0, 5 transactions)? This action cannot be undone. [Yes/No]

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