bank-sync

name: bank-sync description: > Syncs transactions from linked bank accounts, shows account balances, and identifies new spending. Trigger when user says "sync my bank", "update transactions", "check balances", or "what's new in my accounts".

Bank Sync

Workflow

1. Check linked accounts: Verify the user has linked bank accounts. If not, direct them to use /connect to link via Plaid.
2. Sync transactions: Use plaid_sync to pull the latest transactions from all linked accounts. Report how many new transactions were added.
3. Show balances: Use plaid_balances to display current account balances across all linked institutions.
4. Summarize new activity: Use spending_summary on the newly synced transactions to give a quick breakdown of recent spending by category.
5. Check for recurring changes: Use plaid_recurring to identify any new or changed subscriptions/bills since last sync.
6. Suggest next steps: Based on the sync results, suggest:
   • Running categorize if new transactions need categorization
   • Checking budget_check if budgets are set
   • Running anomaly_detect if anything looks unusual