create_account
Creates a new account for the authenticated user.
Description
Creates a new account for the authenticated user.
Required field: name (or a natural-language sentence like "create a savings account for an emergency fund").
Casual speech is fine: checking / savings / credit card / emergency fund are inferred.
"Open a credit card" creates a credit account — not a spendable budget or goal.
Vague prompts like "add an account" should be clarified (ask checking vs savings vs credit).
If a similar account already exists, this tool refuses the duplicate and returns the existing name.
After creation, confirm in plain language (e.g. "Created Emergency Fund"). For follow-ups, pass accountName with that display name (e.g. log expenses on Emergency Fund).Input parameters
| Name | Type | Required | Description |
|---|---|---|---|
accountSubtype | string | No | |
accountType | string | No | |
assetType | string | No | |
countryId | integer | No | |
debtInterestRate | number | No | |
defaultCurrency | string | No | |
description | string | No | |
fuelEfficiency | number | No | |
giftCardVendorId | string | No | |
giftCardVendorName | string | No | |
governmentAccountType | string | No | |
gracePeriod | string | No | |
industryAccountRateId | string | No | |
interestRecurrenceRate | string | No | |
investmentType | string | No | |
isVariableInterestRate | boolean | No | |
name | string | Yes | |
positionOrder | integer | No | |
savingInterestRate | number | No | |
stockPrice | number | No | |
stockQuantity | number | No | |
stockSymbol | string | No |