AI Tools Reference

The AI assistant uses specialized tools to query your financial data. Here's a complete reference of available tools.

Security Note

All tools are read-only. The AI cannot modify your ledger data. All operations are logged for audit purposes.

Available Tools

Click on a tool to see details, examples, and parameters.

Tool Categories

Data Retrieval

Tools that fetch data from your ledger: accounts, transactions

Data Query

Tools that run queries: BQL for flexible data analysis

Reports

Tools that generate financial reports

How Tools Work

1

You Ask a Question

Type your question in natural language

2

AI Selects Tools

The AI decides which tools are needed to answer your question

3

Tools Execute

Selected tools run against your ledger data

4

AI Formats Response

Results are formatted into a human-readable response

About BQL

BQL (Bean Query Language) is Beancount's query language, similar to SQL. The AI translates your natural language questions into BQL queries automatically.

Example BQL Query:

SELECT account, sum(position)
WHERE account ~ 'Expenses'
  AND date >= 2024-12-01
GROUP BY account

You don't need to write BQL yourself - just ask questions naturally and the AI generates the appropriate queries.

Usage & Limits

Rate Limits

Tool usage is subject to your plan's API limits. Check your usage in Settings > Usage to monitor your quota.

AI Assistant Tutorial Complete!

You've learned how to access, query, and understand the AI assistant's capabilities.