How to connect Era Context
- Open Connectors in RevampKey and search for Era Context.
- Click Connect and approve access on Era Context's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (24)
accounts__check_account_balanceaccounts__list_financial_accountsbilling__get_current_planbilling__list_plansbilling__upgradeconnections__connect_bank_accountinsights__analyze_spendinginsights__compare_spending_periodsinsights__forecast_spendinginsights__get_cash_flowinsights__get_daily_financial_summaryknowledge__confirm_or_reject_inferenceknowledge__defer_questionknowledge__forgetknowledge__get_financial_context_and_overviewknowledge__get_pending_questionsknowledge__recall_historyknowledge__rememberknowledge__show_question_uitransactions__list_recurring_chargestransactions__list_spending_categoriestransactions__list_transactionstransactions__manage_automation_rulestransactions__manage_transaction_tags