Profile & State¶
Create and update operations.
Persistence (save/load) is handled client-side via /read-state and /save-state slash commands, not by the MCP server.
manage_state¶
Manage user state: create and modify financial profiles.
| Parameter | Type | Default | Description |
|---|---|---|---|
action |
string | required | Action to perform: 'create' - create new state from person info, 'update_account' - add or update account in state, 'update_goal' - add or update goal in state, 'update_person' - update (edit) person info in state, 'update_income_stream' - add or update income stream in state, 'update_expense' - add or update expense in state |
state_json |
object | null | Current UserState as JSON dictionary. Required for: update_account, update_goal, update_person, update_income_stream, update_expense. |
person_json |
object | null | Person profile as JSON dict with fields: date_of_birth (YYYY-MM-DD), employment_status, annual_pretax_income_cents, marital_status, zipcode. Can also include number_of_dependents (int) which will be converted to dependents list. Required for: create. Required for: update_person. |
account_json |
object | null | Account to add/update (from create_account result). Required for: update_account. |
goal_json |
object | null | Goal to add/update (from create_goal result). Required for: update_goal. |
income_stream_json |
object | null | Income stream to add/update (from create_income_stream result). Required for: update_income_stream. |
expense_json |
object | null | Expense to add/update (from create_expense result). Required for: update_expense. |
Returns the full UserState as JSON after every action.