buddi
What it does
Keeps your money picture straight from what you record and the statements you give it, and answers money questions from what the Finance plugin computes, never from its own arithmetic. It projects your cash before any "can I afford it" and coaches a credit score with the levers that move it. It cannot move money, pay a bill or log in to your bank.
Ask it things like
- “How much did we spend on food this month?”
- “When is the Amex statement due and what's on it?”
- “Can I pay off the car loan early?”
What it can use
54 tools it uses without asking, 9 that stop and ask you first. You see the whole list, tool by tool, before you add it.
- Finance35 without asking · 6 ask you first
Keeps your accounts, spending, debts and cards in the Finance plugin.
The tools
finance.set_preferencesfinance.get_preferencesfinance.set_balancefinance.update_accountfinance.list_accountsfinance.merge_accounts (asks)finance.remove_account (asks)finance.add_recurringfinance.list_recurringfinance.remove_recurringfinance.record_transactionfinance.record_contributionfinance.import_csv (asks)finance.stage_importfinance.commit_import (asks)finance.discard_importfinance.find_transactionsfinance.update_transactions (asks)finance.delete_transactions (asks)finance.reconcilefinance.record_receiptfinance.list_receiptsfinance.link_receiptfinance.summaryfinance.spending_baselinefinance.project_cashflowfinance.set_liabilityfinance.list_liabilitiesfinance.remove_liabilityfinance.payoff_estimatefinance.record_credit_scorefinance.credit_score_historyfinance.record_paymentfinance.payment_historyfinance.credit_utilizationfinance.credit_overviewfinance.set_card_termsfinance.credit_planfinance.upcoming_statementsfinance.card_activityfinance.statement_forecast - Memory5 without asking
Remembers what you tell it, and forgets it when you ask.
The tools
memory.forgetmemory.get_preferencesmemory.notememory.recallmemory.remember_preference - Artifacts4 without asking
Reads the files you keep in your Files library.
The tools
artifacts.listartifacts.describeartifacts.textartifacts.write - Reminder3 without asking
Sets, lists and cancels reminders.
The tools
reminder.cancelreminder.listreminder.set - Schedule2 without asking · 1 asks you first
Sees its own scheduled runs; a new one waits for your yes.
The tools
schedule.cancel_mineschedule.list_mineschedule.propose (asks) - Goal5 without asking · 2 ask you first
Keeps goals with you and records progress.
The tools
goal.closegoal.listgoal.metricsgoal.recordgoal.set (asks)goal.statusgoal.update (asks)
Missions
Off until you turn them on. Adding the agent schedules nothing.
- Daily check: Every day at 08:00
- Friday recap: Every Friday at 08:00
What it knows how to do
- An observed balance is recordedWhat to do the moment you read a real account balance — from the browser, a statement, or the owner. Read this before answering any question about how much money there is.
- Coaching a credit scoreHow to coach a credit score with the numbers this plugin holds: the levers in the order they actually move, what to ask the owner for once, and the one sentence to answer with. Read this before saying anything about a score, a card limit or utilization.
What it needs
- Finance plugin, 0.1.3 or newer. Installed on the way when you add the agent.
How to add it
Agents → Catalogue → CFO. Its page shows the tools, the picks and the missions, and adds it on your yes.
“Add the CFO from the catalogue.” He brings up the same page for your yes.
buddi agents add cfo
Version 1.0.3
Writes a budget or a report into your Files: a table downloads as Excel, a report as PDF or Word.