How to integrate Era Context MCP with Atomic Agent

Get the current and available balance for a specific account, including credit limit if applicable.

List all linked bank accounts, credit cards, and investment accounts with current and available balances.

Manage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider.

Set the visibility of a single financial account.

Toggle balance backfill for an account group.

Initiate subscription cancellation.

Get the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock.

List the user's past invoices — what they were charged, when, for which service period, and whether each was paid.

List all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility.

List what the user is actually being charged for right now, read live from Stripe, broken down by individual line item.

Un-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the cancel_at_period_end flag, or a concrete cancel_at instant with that flag false.

Start a subscription upgrade or plan change.

Initiate a bank account connection flow.

Permanently disconnect a bank institution.

List every one of the user's bank connections with an honest, provider-agnostic status for each: whether it is healthy, syncing with no data yet, needs reconnecting, is currently disconnected, or one of several other narrower states — see each row's state for the exact one.

Record whether Era may proactively ask a bank connection's provider for fresh data on its own schedule.

Trigger an on-demand data resync for a bank connection.

Get contextual help and onboarding guidance for Era Context.

Break down spending by category, merchant, account, week, or month.

Compare spending between any two time periods side-by-side with pre-computed deltas and percentage changes.

Estimate how much the user will spend by the end of the current period based on their spending pace so far.

Analyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) with computed averages.

Get a per-day, per-category spending breakdown for a calendar month.

Get daily financial calendar for a month.

Confirm or reject a fact that was inferred by the system.

Skip or snooze an onboarding question.

Retract or delete a previously recorded fact about the user.

Load the user's profile, complete financial snapshot (all account balances, net worth, this month vs.

Get the next onboarding questions to ask the user.

Get the version history of a specific fact about the user.

Record a fact, preference, goal, or observation about the user.

Warning: this cannot be undone — only call when you have high confidence the user wants to reset and re-surface all previously skipped or snoozed questions.

Present an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.

Get the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and whether they have unsubscribed.

Subscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign.

Get a single-use SSO magic link to open the user's Rewardful affiliate dashboard.

Get the user's referral link if they are enrolled in the referral program.

Get the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions.

Join the referral program by creating a Rewardful affiliate for the authenticated user.

Move the user's referral programme onto a different track.

Import transactions from inline CSV text into a manual account.

List detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated monthly amounts, frequency, and last-seen date.

List all available spending categories organized in a parent/child hierarchy (e.

List recent transactions with pagination, optionally filtered by account and date range.

Create and manage automation rules that automatically organize the user's transactions.

Create, rename, hide, unhide, delete, or merge spending categories.

Batch-manage transactions on a manually tracked account.

Create, list, update, or delete tags, and attach or detach them from transactions.

List, confirm, or reject detected transfer links between the user's accounts.

Search and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit).

Update the category, merchant name, description, or review status on one or more transactions.