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denniszielke
denniszielkeCOMMUNITY
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account-enquiry

Answers customer balance, transaction, and profile questions using customer data MCP tools.

4|Updated Jul 1, 2026
Search Tags:#MCP#transactions#customer support#banking#spending analysis#net worth#account balance
One-click install
npx skills add https://github.com/denniszielke/agentic-banking-ecosystem --skill account-enquiry-denniszielke
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-enquiry
Source: https://github.com/denniszielke/agentic-banking-ecosystem/tree/main/src/customer_support_agent/skills/account-enquiry
Command: npx skills add https://github.com/denniszielke/agentic-banking-ecosystem --skill account-enquiry-denniszielke

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Bank customers frequently ask about their balances, spending, and personal details, and support agents need a consistent, confidential way to answer these questions using live account data without exposing other customers' information. ## Core Features & Use Cases - Balance and Net Worth Queries: Retrieve single-account balances or a full net worth overview across all holdings via get_balance, get_account, and get_net_worth MCP tools. - Spending Analysis: Summarize spending by category, top merchants, and largest transaction over a date window using summarize_spending. - Transaction and Profile Retrieval: List raw statement lines with list_transactions and fetch customer profiles with get_customer, then refresh the sidebar via update_overview. - Use Case: A signed-in customer asks "How much did I spend on groceries last month?" The agent calls summarize_spending with the date range and category filter, then replies with the total, category breakdown, and largest purchases in EUR. ## Quick Start Ask the agent "What is my total balance across all my accounts?" and it will fetch your net worth breakdown and update the overview sidebar.

Frequently Asked Questions about account-enquiry

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I check a customer's total balance across all accounts?▼

Call the get_net_worth MCP tool, which returns the total balance plus a breakdown by product type across all holdings. Prefer this over summing individual account balances manually for "all my accounts" questions.

How to analyze customer spending by category with MCP tools?▼

Use the summarize_spending tool with date_from and date_to parameters for the period, plus an optional category filter. It returns the total, category breakdown, top merchants, and the single largest transaction.

Can this skill show transactions between two dates?▼

Yes, list_transactions accepts date_from and date_to parameters to return raw statement lines for any window. Group results by date and show running balances when presenting them to the customer.

Does the account enquiry skill allow updating customer details?▼

No, the skill is strictly read-only for confidentiality and safety. Contact-detail changes must go through a separate update flow that requires explicit customer confirmation.

What are the limitations of the account enquiry skill?▼

It only accesses data for the signed-in customer identified in the conversation context and cannot query other customers. It also cannot modify any account data, and all figures are reported in EUR.

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