Give Money Coach the same tools as Connected Assistants

You recently added a feature to connect external assistants like ChatGPT or Claude to Waypoint. The tools that come with these connections are great. The “List transactions” tools is particularly useful, it lets the AI agent run queries with filters on any time frame.

Money Coach for now seems to only have access to the last 2 months of data, limited to 200 transactions and some of the early ones omitted. The snapshot is also updated periodically and is not in real time.

I would love if Money Coach had access to all the same tools so it could give more real time insights on the financial landscape.

I also noted the following limitations:

• Money coach can’t see transaction types (reimbursements, refunds, expense). It all showed as “expense”, so when I ask healthcare breakdown, everything is considered an expense.

• Can’t see transactions notes either, it would help to give all fields like MCP does (notes, type, etc.)

• The summaries it can see are gross spent, not net of reimbursements and refunds.

• It is unable to generate a chart with multiple lines or bars

• It can make arithmetic mistakes

• It can’t do multi line input on mobile (Enter key starts the search)

• It can’t see category descriptions (there could be useful info to understand how the user setup categories)

Thank you!