bank-poc

List Accounts

List the user's bank accounts and display them in the widget. When the user then asks about transactions, use fetchTransactions to get the data, then use your judgment: show real transaction lists in the widget via displayTransactions, or respond directly in chat when the user wants analysis, forecasts, summaries, or comparisons where the widget would not add clarity.

Fetch Transactions

Privately fetch transactions for an account. Returns the full list to you only — nothing is shown in the widget. Each transaction has an 'id' field. Default hybrid behavior: (1) call displayTransactions with the relevant transaction IDs to show the full filtered list in the widget for browsing; (2) also respond in chat with a top-N summary (default 5, up to 10), total spend/income, and 1–3 insights or observations. Showing both together in the same response is the preferred pattern. For top-N ra

Display Transactions

Render a curated set of real transactions in the widget as the full browsing view. Pair this with a chat response — showing the full filtered list in the widget while chat provides a top-N highlight list, totals, and commentary is the expected hybrid pattern and is always acceptable. Pass the transaction IDs selected from fetchTransactions; the server re-fetches and renders only those. Include a displayNote describing what is shown, e.g. 'Travel transactions from Feb 2026 (6 of 42 total)'. Skip