21 tools — everything Bob can do when you ask
Persistent facts that Bob remembers across conversations — subscriptions, preferences, property details, insurance policies.
save_memorySave a new fact to Bob's persistent memory. Facts are categorised (subscription, financial, vehicle, property, insurance, etc.) and auto-supersede older entries with the same subject. Use when you want Bob to remember something permanently.
deactivate_memorySoft-delete a memory fact when something is no longer true — a subscription is cancelled, an address has changed, a vehicle has been sold.
Search transactions, track spending, manage subscriptions, and monitor upcoming renewals.
search_transactionsFull-text search across all bank transactions — by vendor name, description, or category. Returns date, amount, vendor, and category for each match.
get_spending_summarySpending breakdown by category for any date range. Shows total inflows, outflows, and per-category totals. Can be filtered to a specific bank account.
get_subscriptionsList active (or lapsed/cancelled) subscriptions with amounts, frequency, category, and next expected charge date.
update_subscription_statusMark a subscription as cancelled, paused, or active. Use when you tell Bob you've cancelled something.
update_subscriptionUpdate any subscription detail — amount (price changes), frequency (billing cycle shifts), vendor name, last seen date, or next expected charge. Writes directly to the database.
get_renewalsUpcoming renewals and deadlines — insurance, MOT, road tax, domains, warranties, contracts. Configurable lookahead window (default 90 days).
import_bank_statementImport a CSV bank statement directly from chat. Auto-detects format (NatWest, Lloyds, Monzo, Starling, HSBC, and others), deduplicates against existing data, enriches vendors with AI classification, and runs subscription detection. Upload & forget — Bob handles the rest.
Search across all of Bob's threaded knowledge — emails, calendar events, documents, and conversations.
search_threadsFull-text search across all threads — emails, knowledge, calendar, documents. Returns matching messages with thread context, author, date, and content snippet.
Create reminders, track to-dos, and manage follow-ups with due dates and priorities.
create_taskCreate a task or reminder with optional due date, category, priority, and notes. Categories include financial, property, vehicle, insurance, household, medical, travel, and family.
complete_taskMark a task as done when you've completed it or it's no longer needed.
get_tasksList open tasks and reminders, sorted by priority then due date. Filter by status (open, done, cancelled).
Control your personal data terms — what you share, with whom, and on what conditions. Bob is the first personal AI to implement IEEE P7012 personal terms as a native feature.
get_my_termsShow your configured IEEE 7012 terms — preferences by context (default, swarm, bank, AI provider) and supported agreement types: SD-BASE, SD-BASE-DP, PDC-AI, PDC-GOOD, PDC-INTENT.
list_agreementsList IEEE 7012 agreements Bob has proffered or received on your behalf. Filter by status, counterparty, or agreement type. See who agreed to what terms and when.
set_terms_preferenceSet what terms Bob proffers in a given context. For example, set PDC-AI for AI providers so Bob auto-proffers AI training opt-out terms to any AI service you interact with.
revoke_agreementRevoke an active IEEE 7012 agreement. Stops any data flow governed by the agreement — withdraw consent or terminate a data-sharing arrangement with a counterparty.
Control when and how often Bob sends the morning briefing email.
set_briefing_scheduleSet briefing frequency (daily or weekly) and time. "Send briefings weekly on Monday mornings" or "change it to 9am" — Bob adjusts the schedule.
Anonymous collective intelligence — opt-in data sharing with zero PII.
get_my_traitsShow the anonymous traits Bob would share with the Swarm collective — bucketed spending bands, subscription categories, account diversity. All traits are aggregated and contain zero personally identifiable information.
Browse and read files uploaded through the chat interface — PDFs, CSVs, invoices, statements.
list_uploaded_filesList files uploaded through chat — filename, content type, size, and upload date. Search by name to find a specific document, CSV, or PDF.
read_uploaded_fileRead the full text content of an uploaded file. Use after list_uploaded_files to get the actual content of a CSV, text file, or extracted PDF.